Legal has an audit next week and asked me to set retention and access rules for archived plan approvals. I am new to r…
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 defines how long your organization's documents, especially sensitive ones like audit files, must be stored. It's crucial for document security because it ensures compliance with legal and industry standards like HIPAA or PCI DSS. By setting clear retention periods and applying security measures like password protection, companies can protect data from unauthorized access and ensure it is available for audits when needed.
If your company needs to follow ISO 27001 standards, Enterprise Policy Retention helps by providing a structured way to manage document lifecycles. ISO 27001 requires clear rules for information security. By using these policies, you can define specific retention periods for different types of documents, ensuring they are kept for the required time and then securely disposed of, which is a key part of information security management.
| Feature | Purpose | User Access |
|---|---|---|
| Enterprise Policy Retention | Defines how long documents are kept and applies security at an organizational level. | Only accessible by account/group administrators. |
| Standard Document Protection | Applies immediate security like passwords or restrictions to individual documents. | Accessible by any user with edit permissions for a document. |
Regular users cannot see or change Enterprise Policy Retention settings because these are high-level administrative controls. These policies affect how an entire organization handles its documents for compliance and security. Only administrators have the authority to define and manage these rules to ensure consistency and prevent unauthorized changes that could impact legal or security requirements.