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Is it possible to prevent users from deleting envelopes? A customer is asking as the admin of the account, and for audit purposes wants users to not have the ability to delete completed envelopes.
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Restrict users deleting envelopes
+2- Docusign Employee
- 2 replies
Best answer by mrave
In general users do not have the ability to delete completed envelopes from the platform, as they are required evidence. The “delete” button removes the envelope from their view only, but the envelope itself still exists and the other recipients and the DocuSign eSignature Administrator are still able to access the envelope.
See this DocuSign Support Article for additional information.
If your account has a retention period set up, the documents and attachment will be deleted automatically from the system, but the envelope metadata that a transaction took place will remain in DocuSign. There is also the option to anonymise the remaining metadata to remove PII data and comply with local regulations.
+14- Docusign Employee
- 929 replies
- Answer
In general users do not have the ability to delete completed envelopes from the platform, as they are required evidence. The “delete” button removes the envelope from their view only, but the envelope itself still exists and the other recipients and the DocuSign eSignature Administrator are still able to access the envelope.
See this DocuSign Support Article for additional information.
If your account has a retention period set up, the documents and attachment will be deleted automatically from the system, but the envelope metadata that a transaction took place will remain in DocuSign. There is also the option to anonymise the remaining metadata to remove PII data and comply with local regulations.
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