You can set up automatic deletion rules to remove documents and contact information after a set amount of time has passed. This can be used to both clean out GetAccept of old documents and data or to stay compliant with certain data protection regulations, such as The General Data Protection Regulation (EU) 2016/679 (GDPR).
Activate and set up data protections rules
To be able to activate and setup data protection rules you must be the administrator of the account.
Go to Settings > Security > Data protection
Collect GDPR Consent
GDPR applies to all companies processing and holding the personal data of data subjects residing in the European Union, regardless of the company’s location.
You may need to obtain your identified users' consent for using GetAccept to process their data. If so, we suggest that you activate the collection of consent option.
Every recipient of a GetAccept document will have to give their consent before they can view the document.
Remove inactive documents and contacts
Set up rules to automatically mark documents for deletion dependent on the latest activity event connected to the document.
For example, let's say you set the default deletion time for 1 month. This means all documents not having been signed or not having any activity from a recipient after 1 month will be removed. Documents will be marked for deletion for 30 days before they are deleted and then fully removed.
Remove signed documents and contacts
Setup rules to automatically mark documents for deletion dependent on when document was signed.
For example, let's say you set the default deletion time to 12 months. All documents which were signed after 12 months will be marked for deletion. Documents will be marked for deletion for 30 days before they are deleted and then fully removed.
Send email notifications
Add email addresses of one or several recipients to notify them about documents being marked for deletion. One email per day will be sent about the documents being deleted and will include a link so they can be downloaded.
Separate each email address with a comma (,) if you would like to add multiple.
How to activate data protection
Click the Edit button to set up and activate the data protection rules. Click the checkbox to activate each alternative and set the default deletion time in months.
Click the Analyze button to display how many documents will be affected by the setup.
The dialog will show how many documents will be marked for deletion if you click the Save button. Click cancel to abort your setup.
Click View Documents to view the documents that will be affected by your new setup.
Click the checkbox "I understand that the removed documents can not be recovered by GetAccept" to save you setup.
View and download documents
All documents marked for deletion will be available during 30 days after being marked. We recommend you download and save your document if you would like to store them for future needs.
Important: Documents that have been deleted can not be recovered after being removed from your account!