This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Read the displayed defaults
Settings and Your data show the product policy: completed agreements and audit records are kept for seven years; draft, declined, expired or cancelled requests for ninety days; technical and security logs for twelve months.
Understand exceptions and recovery
Removed memberships and closed accounts have thirty-day recovery or export periods. Signing evidence retained with completed records, billing records and other necessary records can have separate retention. The full Privacy Policy describes the categories.
Keep records for your own obligations
These periods are product defaults, not legal advice or editable retention switches. Download the signed PDF and Completion record if your organization needs its own archive, and use Build my archive under Your data for your account export.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.