+1If document retention has not been set, and the account is closed. Upon the searching of related threads on this forum, seems the documents will keep with the account, is that correct?
I have come across a reply (Release from DocuSign | Community) on downloading a completed set of documents. But the URL is inaccessible.
We’re using the plan Enterprise Pro
Best answer by mrave
Yes, this is correct. When a user account is closed and there is no retention period set up, the envelopes will remain in the account of the user. You are able to transfer envelopes to a different user or re-open them if needed and set up shared access to access the envelopes stored in that user account. You can also do a manual purge of envelopes, if you want to delete the envelopes related to that specific user from DocuSign eSignature.
The linked reply is for DocuSign Rooms which is a different product and does not allow account re-opening.
+14Yes, this is correct. When a user account is closed and there is no retention period set up, the envelopes will remain in the account of the user. You are able to transfer envelopes to a different user or re-open them if needed and set up shared access to access the envelopes stored in that user account. You can also do a manual purge of envelopes, if you want to delete the envelopes related to that specific user from DocuSign eSignature.
The linked reply is for DocuSign Rooms which is a different product and does not allow account re-opening.
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
