INCLUDED IN
This feature is included in our Business and Enterprise plan.

Data retention

Data retention is managing your document data to avoid storing any information past its allowed time (GDPR). By enabling data retention in your workspaces, you can choose when your draft, overdue, declined, or terminated documents will automatically be deleted from the system. 

EXAMPLE
Setting a 14-day retention period for expired documents will delete documents 14 days after expiration.

Create new data retention rule

1. Go to  Admin  > Workspaces > Click on the action menu > Edit.
2. Go to Data retention > + Create rule.
3. Select one of the rules from the list  and specify how many days you'd like to keep documents before being removed > Confirm.

Delete a data retention rule

1. Go to  Admin  > Workspaces > Click on the action menu > Delete.

Deactivate and re-activate rules without removing them.

1. Go to  Admin  > Workspaces > Click on the action menu > Edit.
2. Toggle to deactivate or active.

IMPORTANT NOTES
Each workspace has one default trigger that cannot be changed: Permanently delete documents in trash.
Moving a document to a workspace with data retention rule enabled may cause the document to move to trash.
The system runs rules daily.