Set up data retention policy

To set up data retention policies, log in to eSign Online and navigate to Account > Data retention.

For instance, you can set an automation for moving withdrawn documents to Trash automatically after a chosen number of days.

The settings page for data retention allows you to set rules for how long your documents will be stored. By default, a document will be kept for 30 days after being moved to the Trash in your E-archive. You can choose to override this default setting and let documents be permanently deleted sooner.

Updates to your retention settings will take up to 24 hours to become effective. If a person who has signed one of your documents also has a Scrive account, their copy of the agreement will not be deleted, even if yours is. 

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