craigfinck | Posts: 2

How long can a transaction remain in draft status?

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I have an a process that necessitates creating a transaction, and keeping it in draft status, well in advance of when it will be released for signing. (The transactions would generally be released throughout the day on July 1, but the draft may be created months in advance.) I'm wondering if there is any limit to how long a transaction can be held in draft status. Thanks.

Duo_Liang | Posts: 3776

Reply to: How long can a transaction remain in draft status?

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Hi craigfinck, From what I was told, OneSpan Sign will enhance the existing Data Retention Policy and introduce a new feature in upcoming release(version 11.33, but the date might be changed) that will allow you to specify the number of days to keep transactions in state, for each status of packages. I haven't received more details about this feature, but this limitation might affect your workflow especially if you can't determine how long it will be stored in Draft folder. Given this background, it's better if your application could save the e-Sign related information at your local database until it's ready to send. Duo

craigfinck | Posts: 2

Reply to: How long can a transaction remain in draft status?

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Thanks for the reply. I see there's a 90 day retention policy in the sandbox. But, I don't see that existing policy for production... What is it?

Duo_Liang | Posts: 3776

Reply to: How long can a transaction remain in draft status?

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Hi craigfinck, From the technical standpoint, the purging date can set up to 7 years. However, because the purging policy rules haven't been officially released, I can't confirm whether your account will be applied to the rules, or whether transactions retained for more than 90 days will be extra charged. Please keep tuned and I will update this thread once we have documented the updated data retention rule. Duo

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