How to automatically delete the documents?

BoldSign offers the feature to permanently delete a document automatically once it is Completed, Declined, Revoked, or Expired after being retained for a specified number of days. By default, the maximum retention period is 1827 days, and the minimum is 14 days.

Follow the steps below to automatically delete the documents:

• Expand the Settings menu and select the Business profile option.
• You will be directed to the Business Profile page. Scroll down on the Settings tab and enable the Document Deletion Policy option.
• Options for Document Status Filters and the Number of Days to Retain will be displayed.
• The Document Status Filters option is used to select the document status that should be allowed for automatic document deletion such as Completed, Revoked, Declined, and Expired.
• The Number of Days to Retain option is used to specify the number of days to retain the documents after they attain the specified document status.

• Specify the document status for deletion and the number of days to retain it, then click the Save changes button and the updates will be applied automatically.
• Documents scheduled for deletion are indicated in the My Documents and Team Documents with a Scheduled for Deletion badge that shows the Deletion date and time.

• You can filter the number of documents scheduled for deletion by clicking on the Scheduled for Deletion badge.

• You can cancel the automatic document deletion of a specific document on the My Documents page by clicking the Context menu of the document and selecting the Cancel deletion option.

• When you want to cancel automatic deletion for all documents, disable the Document Deletion Policy on the Business Profile page.
• A dialog box will pop up with a warning that all the documents scheduled for deletion will be removed from the deletion queue.
• Click the Yes, Disable Policy button and then the Save changes button. All previously scheduled document deletions will be canceled.