Is there a way to schedule signed documents to automatically delete after a specified timeframe?

[Guest]

We would like to set up a timeframe for signed documents to auto-delete from our EchoSign account. We are able to have documents out for signature expire and auto-delete.  Is this possible for the signed ones?

Thank you so much,

Machelle

[Jat ATS · Accepted solution]

Hi,

Customers can request a Data Retention policy to be configured on their accounts in EchoSign. Once Data Retention is configured, the service automatically deletes agreements that have reached their terminal state (signed, cancelled, expired) from customer accounts. A Document Retention change contract will need to be signed by the customer before any changes are made.

For more information please contact support.

Jat

[youngwill4ever]

Hi,

If I remember correctly, one can also delete documents through API, correct?

[Jat ATS]

Hi,

Yes, that is correct. Please refer to the api method outlined below:-

https://corporate.echosign.com/public/docs/EchoSignDocumentService19#removeDocument