Zoho Sign - Document Retention Policy Automation

Zoho Sign now includes automatic document retention policies to manage the lifecycle of completed agreements according to organizational and regulatory requirements.

• Automatically move completed, recalled, and declined documents to Trash after a defined retention period
• Configure a second retention window before permanent deletion to allow document recovery if needed
• Restore documents during the interim retention phase before permanent deletion
• Enforce organization-wide retention policies from a single admin setting for consistent compliance
• Align with compliance regulations including global privacy standards like GDPR
• Improve data governance, audit readiness, and reduce security risks from retaining outdated agreements