Varying "Retention Policy" by Template

Question

Am I able to set a retention policy per each individual template, specific to that template? Say for example, I would like to retain every instance of the use of Template A for 1 year, but I want to only keep completed instances of Template B for 2 months - can I set each with their own retention policy? OR is the retention policy applied account-wide to all templates/envelopes/documents?

Thanks!

Vinicius.Rodrigues · Accepted Answer

Hi @Student Programs! Thank you for your question here!Currently, you can only enable Document Retention Policy for your entire account. It’s not possible to set a rule by template or user.This article explains a little more how works this feature:Set Document Retention PeriodsLet me know if I could answer your question!

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