We have had docusign for many years and would like to enable document retention. However we want to do this moving forward only to prevent our clients from getting potentially hundreds of emails. Why is there no option to use document retention moving forward and not back date it? Second part of the question is if we enable document retention does that mean the signee will only have access to those documents for the set period of time as well?
Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking for more details on how Document Retention works within eSignature, and I will share more details on the topic.
Document Retention is not retroactive at this moment, taking this into consideration, the change will only affect the envelopes created after the moment when the setting was updated.
Regarding recipient access to the document, once the envelope is purged, it will be inaccessible by all parties in the signing order.
For more details on this topic, see:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
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