archive documents

[Blegen24]

I have been on Ecchosign for years.  I have 2 questions.

1. How do I transfer all historical signed agreements to another location not connected to an Echosign login.  I am concerned about a rogue employee deciding to delete all historical documents.   Or are there permissions to assign another user that will not allow them the ability to Create and View but not delete.

2. How do I have new generated signed agreements automatically archived to a non Echosign login location.  I see Evernote but do not see a way to automated it.

[Rijul Raj Khurana · Accepted solution]

Hello Blegen24,

Here are the answers for above queries:

1. By default, only the creator or sender of document can modify or delete the documents shown in Manage tab. Even if you have shared the account with other users, still they can only view the documents in read only mode. You can save the document one by one from Manage tab.

2. You can use External Archive option by going to Account tab->Account settings->External Archive and just needs to click "click here" in front of Evernote.

Regards,

-Rijul