We must set retention and access rules for released [QC_records] that preserve confidentiality for sensitive batches w…
Sign in to the Adobe Acrobat Sign Admin Console with your administrator credentials.
Navigate to the Governance section from the Admin menu.
Select the retention rule you want to monitor for compliance.
Open the audit logs or report for the selected retention rule.
NoteAudit history is stored for 12 months by default; your organization may have a different retention period.
Review the log entries or reports to verify that data deletions are occurring as scheduled according to the retention policy.
Export or download the audit report if you need to retain evidence of compliance or share findings with stakeholders.
Repeat this process regularly to ensure ongoing retention policy enforcement.
Best practiceConsider automating log reviews with scheduled exports and alerts to streamline compliance monitoring.
You can access detailed audit logs for retention events directly in the Data Governance section of the Admin Console.
This runs in the Acrobat app - there is no separate API for this task.
Enterprise Policy Retention helps organizations meet legal and business requirements for keeping or deleting documents. It ensures that sensitive data is managed correctly over time, helping with compliance standards like HIPAA or ISO 27001. This protects the company from legal problems and keeps data organized.
For financial records, you would create a specific retention policy within the admin settings. You would set the retention period to 2555 days (7 years). This policy can then be applied to all financial documents. Once the documents reach their 'terminal state' (are finalized), the policy starts counting. After 7 years, the system will manage the documents according to your policy, which could mean archiving or deleting them, helping you meet legal requirements without manual tracking.
Microsoft Purview Information Protection (MPIP) can be used with Acrobat to add another layer of data governance. While Acrobat's Enterprise Policy Retention sets general time limits, MPIP allows for more detailed classification and labeling of documents. This means you can apply specific retention labels from MPIP directly within Acrobat, ensuring that documents follow both Acrobat's set policies and Microsoft's broader information protection rules. This integration helps create a unified approach to data security and retention across different platforms.
It is important to coordinate with IT because they manage the technical systems and infrastructure where documents are stored. They can help ensure that retention policies are correctly set up, integrated with existing systems, and that storage capacity and security measures are in place. IT also helps with compliance audits and can provide support for any technical issues related to data retention, making sure the policies work smoothly and effectively.