Overview
Documents created using DocuSign are official university records and must be managed in accordance with existing CSU policy and executive orders regarding record retention and disposition schedules.
Best Practices
Departments shall continue to maintain their records in accordance with the appropriate record retention policy and ITS-recommended file storage solutions. DocuSign shall not be used as a file storage solution or as the final repository for the purpose of retaining university records.
Upon the completion of the transaction, the responsible department(s) should download both the completed document and any supporting documents for storage in accordance with best practices and in a way that is easily auditable. It is also recommended that the department download the accompanying certificate of completion, which will act as a supporting document and provide a digital audit trail.
Resources
For more information on file storage and records retention: