GDPR - How to set data retention

Every type of document you upload or create through Legalesign has a data retention policy assigned to it and you can set these either at a per team or a per document level.

Go to the Organisation mini-site and click on "Data Retention" in the left hand column.

You will see a list of all your teams. Click on on one of the teams "Edit" and you will see the data retention settings for each document type: sent & signed documents, email attachments, your PDF/Word uploads, and text templates.

For each type of document you can set your default data retention period within that team, for up to seven years.

All deletion events are logged within the "Delete data" section of the Organisation webpages. Files are removed permanently while database records have their data wiped (although a record that there was a record still exists).

Because data (and potentially personal data) is stored in the database record (for example, field data) as well as in the document file, everything is wiped.