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When you generate or send documents for signature, DocuGen creates a new document using the template you provided and the data from you monday.com account.
What we store indefinitely
We store and retain indefinitely the following information:
- Documents (PDF, Word, Excel, etc.) that you upload as templates for generating or signing documents
- Documents that have gone through a complete signature workflow and have been signed by all signers
What we store for a limited time
We retain for up to seven days the following information:
- Data that we pull from your monday.com account when we populate the templates or documents to be signed. We use this data strictly for troubleshooting purposes.
- Documents you generate (exception: signed documents are stored indefinitely -- see above).
You have the choice where you would like to store the generated documents:
- Downloaded to your computer
- Saved to your monday.com account
- Sent to an email address of your choice
More about storage of generated documents here.
Even though you can see a list of generated documents in the Documents tab, this is merely a list of links to your documents, not the actual documents.
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