{"id":13317,"date":"2024-02-29T15:13:46","date_gmt":"2024-02-29T06:13:46","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=13317"},"modified":"2024-05-03T17:46:40","modified_gmt":"2024-05-03T08:46:40","slug":"whats-new-in-eformsign-feb-2024","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-feb-2024\/","title":{"rendered":"What’s new in eformsign: Feb 2024"},"content":{"rendered":"\n
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Thanks for visiting our February product updates blog. Take a look at what eformsign has been up to this month.<\/p>\n\n\n\n

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[New] Document retention period and auto deletion<\/strong><\/a><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

We have added a feature that automatically deletes documents according to the document retention period set company-wide or template-specific.<\/p>\n\n\n\n

\u2705<\/strong><\/strong><\/strong> How to set the<\/strong> document retention period company-wide<\/strong><\/strong><\/strong><\/strong> <\/h5>\n\n\n\n

\u2757Only the company administrator can perform this action, and once changing the retention period, the change is applied to all the documents in the company. However, this does not affect the documents created from templates with their own document retention period.<\/p>\n\n\n\n

  1. Go to the Manage company<\/strong> > Document retention period<\/strong> menu.<\/li>
  2. Click Settings<\/strong> in the Document retention period<\/strong> page.<\/li>
  3. Select months\/years in the drop-down box and enter the period.
    *The retention period can be set from a minimum of 1 month to a maximum of 15 years.<\/li>
  4. Click the Save<\/strong> button to update the retention preiod, and the change will apply to the documents created hereafter.<\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    \u2705<\/strong><\/strong><\/strong> How to view the document retention period by template<\/strong><\/h5>\n\n\n\n

    Go to the Document retention period<\/strong> page and click View the document retention period<\/strong> by template at the bottom. In the pop-up displayed you can view each template’s owner, retention period, and the last updated date.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    \u2705How to set the document retention period by template<\/strong><\/strong><\/strong><\/h5>\n\n\n\n

    \u2757Only the template manager can perform this action.<\/strong><\/p>\n\n\n\n

    1. Go to the Manage templates<\/strong> menu.<\/li>
    2. Select the template you want.<\/li>
    3. Go to Configure<\/strong> > General<\/strong>.<\/li>
    4. Select the Document retention period <\/strong>option in Document settings<\/strong>.<\/li>
    5. Select days\/months\/years in the drop-down box below and enter the period.
      *The retention period can be set from a minimum of 1 day to a maximum of 15 years (180 months\/5,475 days).<\/li>
    6. Click the Save<\/strong> button to update the retention preiod, and the change will apply to the documents created hereafter.<\/li><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n