> For the complete documentation index, see [llms.txt](https://support.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emsigner.com/administrator-settings/admin-settings/document-retention-and-purge.md).

# Document Retention & Purge

Document Retention & Purge lets administrators automatically remove completed-workflow documents from emSigner after a defined retention period. Before permanent deletion, the document owner is given a grace window to download a copy.

This setting is available only to administrators. Internal Users do not have access to this configuration. Once an administrator configures and saves a purge policy, it applies tenant-wide — affecting all users under that administrator's account.

**Navigation**

Settings > Storage & Data > Document Retention & Purge

<figure><img src="/files/mcHDp1bpAcAcWxUnk8eZ" alt=""><figcaption></figcaption></figure>

**Enabling the policy**

Toggle **Enable document purge** to turn on automatic removal of completed-workflow documents. When disabled, no documents are purged regardless of workflow status.

**Configuration options**

| Setting                                        | Description                                                                                                         |
| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| **Purge documents after a workflow completes** | Number of days after workflow completion before the purge process starts. Required.                                 |
| **Keep recoverable before permanent deletion** | Number of days the owner's download link stays active before the document is permanently deleted. Required.         |
| **Remind the owner before permanent deletion** | Number of days before permanent deletion that a reminder email is sent to the owner. Set to 0 to disable reminders. |

Click **Save policy** to apply changes. The page displays the timestamp of the last saved policy.

> ⚠️ **Important:** Once a document is permanently deleted, it can no longer be downloaded or previewed from emSigner. Workflow owners should retain a copy of anything they need before the retention period ends.
>
> Since this policy is configured at the administrator level, it applies uniformly to every user under that tenant — individual users cannot override or opt out of the policy once it's enabled.

**Purge history**

The Purge History table logs all envelopes affected by the policy, including:

* **Envelope** – Envelope ID
* **Status** – Current state (e.g., Deleted)
* **Files** – Number of files in the envelope
* **Completed** – Date the workflow was completed
* **Soft-deleted** – Date the document entered the recoverable grace window
* **Deletes on** – Scheduled permanent deletion date

History can be exported using **Export CSV**.

**Email notifications**

Two automated emails are sent to the document owner as part of this policy:

* **Action needed (pre-deletion reminder)** – Sent before permanent deletion, listing the document(s) due for removal and their deletion date. Includes a **Review & download** button that takes the owner to a secure identity verification page (one-time code) before allowing download.

<figure><img src="/files/E6EYMZzLHsbTsocPL88I" alt=""><figcaption></figcaption></figure>

* **Permanently deleted (confirmation)** – Sent once the document has been permanently removed, confirming it can no longer be retrieved from emSigner.

<figure><img src="/files/mJf1B4jbLARK8xVREllN" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://support.emsigner.com/administrator-settings/admin-settings/document-retention-and-purge.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
