Specify Period Document For Free

Along with deleting the documents, you can choose to also delete the fields and their data, as well as redact all personally identifiable information from the envelope. The maximum retention period you can set is 9,999 days. Note: Users can refer to Purge Envelopes for information on how purging works.

Document retention, also referred to as records retention, is the method and practice of storing, maintaining, and archiving important and confidential information over a required period of time.

Set Document Retention Periods In eSignature Settings, select Document Retention. Select Enable document retention policy. In the Keep for this many days field, enter the number of days you want to keep documents before sending them to the purge queue.

A document retention and destruction policy identifies the record retention responsibilities of staff, volunteers, board members, and outsiders for maintaining and documenting the storage and destruction of the organization's documents and records.

By default, documents are kept in the system. Setting a document retention period is optional. If you choose to set a retention period, any affected envelopes are placed in a purge queue for 14 days, after which the documents in the envelopes are deleted from the system.

Envelopes/Documents within an account are never removed unless one of the following has occurred: Draft envelopes are stored in your account for 30 days from the date they were created. eSignature User Guide (PDF) Account Administrator has enabled the Document Retention feature or used Targeted Purge.

Six Key Steps to Developing a Record Retention Policy STEP 1: Identify Types of Records & Media. ... STEP 2: Identify Business Needs for Records & Appropriate Retention Periods. ... STEP 3: Addressing Creation, Distribution, Storage & Retrieval of Documents. ... STEP 4: Destruction of Documents. ... STEP 5: Documentation & Implementation.

What is a Document Retention Policy? A document retention policy is also referred to as a records retention policy, records and information management policy, recordkeeping policy, or records maintenance policy. It codifies an organization's expectations for how its data is handled, from creation to destruction.