archival documents

I was on Ecchosign for years.  I have 2 questions.

1. How can I transfer all the historical agreements to another location not connected to an Echosign connection.  I am concerned by an employee of thugs decide to remove all historical records.   Or y at - it permissions to assign to another user not allowing them the ability to create and view, but not delete.

2. How can I have the new generated agreements automatically archived in a location of connection not Echosign.  I see Evernote but don't see an automated way it.

Hello Blegen24,

Here are the answers to above requests:

1 by default, only the creator or sender of the document may change or delete the documents indicated in the tab handle. Even if you shared the account with other users, yet they can only view the documents in read-only mode. You can save a document to the tab handle.

2. you can use external archiving option by going to the tab account-> account-> Archive external settings and click on 'Click here' in front of Evernote.

Kind regards

-Usman

Tags: Adobe Sign

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