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GDPR - Delete a signer/data subject

You may be obliged to delete  personal data you hold under GDPR. Use this feature to delete signer and approver data.

Go to the Organisation/GDPR webpages marked by at top of the app.

Click 'Delete data' in the left-hand column. This page will have the option to enter the email or last name for the person and search for them. Select the person from the list of results.

You will be offered a series of options on how far you want to remove data. For example, you may need to delete a document only signed by the person, but if that document has been signed by others you may wish to keep it. The options give you a series of choices to cover those situations.

This image show you the deletion options:

Data deletion form on Legalesign

Optionally add any notes you wish to record against this deletion.

After you press save everything will be removed and each of those will be logged. While files will be entirely deleted and the relevant database records wiped of data, the record itself will remain with entries marked as deleted.

If you have the permission to access this page, you can also delete an individual document record by going to its details page within a team. You there a Delete button that will perform the same function but that one record.

This image shows where you can find the button. The option only shows if you have the correct permissions: