> For the complete documentation index, see [llms.txt](https://docs.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FDNtCnO9stwcQl3rjO2NX%2Fimage.png?alt=media&amp;token=b343fe0c-0961-4f81-8bc4-2861f46be94f" 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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Frgpai8sh1zIQyf8wV3l6%2Fimage.png?alt=media&amp;token=c129cbaa-e1b6-4646-9d15-c39fe9ba337c" 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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FJMarPjI90b0BRHWnwsGF%2Fimage.png?alt=media&amp;token=147c5b11-9874-4983-91cc-4aad62711519" alt=""><figcaption></figcaption></figure>
