如何设置选项以删除Docusign中的信封 [英] How to set an option to delete envelope in docusign

问题描述

我正在理解Docusign和API。

am in the process of understanding Docusign and API.

我正在尝试用docusign实现在x天后删除文档以及信封的功能。

I am trying to achieve with docusign that I should have the document removed after x days and also the envelope.

我在功能选项卡中看到了文档清除设置。

I see a settings for document purge in the feature tabs.

但是我没有看到用于

任何对在线资料或解释的引用将不胜感激。

Any reference to online material or explanation would be greatly appreciated.

谢谢！

推荐答案

DocuSign中的文档保留功能将从以下位置清除文档：信封变成完成/拒绝/作废N天后，DocuSign服务器（适用于完成，拒绝和作废的信封），其中N是您在首选项>功能>文档保留（链接）中指定的数字。有关此设置的详细信息，请参见管理指南的第31页： https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/account-administration-reference-guide.pdf 。

The "Document Retention" feature in DocuSign will purge documents from the DocuSign servers (for Completed, Declined, and Voided envelopes) N days after the envelope becomes Completed/Declined/Voided, where N is the number you specify in Preferences > Features > Document Retention (link). See page 31 of the Admin guide for details about this setting: https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/account-administration-reference-guide.pdf.

DocuSign无限期保留所有信封的信封级信息-即使您清除了信封中的文档。这样做是为了使事务元数据（例如，审核跟踪数据，如发送给谁/何时，使用什么形式的身份验证，由谁签名/何时等）始终可用，如果您需要证明交易记录的真实性以后的交易。因此，即使清除信封文档后，您仍会在已发送邮件文件夹中看到一个信封，以便您始终可以访问信封历史记录和完成证书-但如果打开信封清除其文档后，您将只看到占位符文档来代替以前的真实文档。 （每个占位符doc都包含一个句子的消息，指示原始文档在DocuSign中不再存在。）

DocuSign retains Envelope-level information for all envelopes indefinitely -- even if you purge an envelope's documents. This is done so that the transaction metadata (i.e., audit trail data like who it was sent to / when, what forms of authentication were used, who signed it / when, etc.) is always available should you need to prove the authenticity of the transaction at a later date. So, you'll still see an Envelope listed in the Sent Items folder even after envelope documents are purged -- so that you can always access Envelope history and Certificate of Completion -- but if you open an Envelope after its documents have been purged, you'll simply see "placeholder" documents in place of what used to be the 'real' documents. (Each placeholder doc contains a one-sentence message to indicate that the original document no longer exists within DocuSign.)

此外，请记住文档保留功能是一个帐户范围的设置，将应用于通过该帐户发送的所有信封。如果只想清除特定信封的文档，则可以通过API（清除文档操作）进行。

Also, keep in mind that the "Document Retention" feature is an account-wide setting that will apply to all Envelopes sent through the account. If you only want to purge documents for specific envelopes, you can do so via the API ("Purge Documents" operation).

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