Retention of Electronic Records

Each department is responsible for proper record management and it is strongly encouraged that specific employees are designated to oversee the electronic file lifecycle. All official UCI records must be managed in accordance with the UC Retention Schedule.

DocuSign Retention

Documents that are uploaded, transferred, or created through a UCI DocuSign account are considered official UCI records. These documents will reside in DocuSign until they have been deleted or purged from the system. DocuSign should not be regarded as the final repository for the purpose of retaining university records. All DocuSign records must be transferred to your unit's servers or another university repository until retention requirements are met.

Account owners may set up a retention schedule within DocuSign to automatically remove files after a specified number of days. After the designated retention period has been met, DocuSign will transfer these documents to a secondary queue to be permanently purged 14 days later. You will need to account for these additional 14 days when setting up your DocuSign retention.

For steps on how to set up your retention, visit DocuSign Support.