How can an organization ensure proper document management in DocuSign?

Implementing retention policies to dictate storage duration is a critical approach to ensuring proper document management in DocuSign. Retention policies allow organizations to define how long various types of documents should be stored, which is vital for compliance and legal considerations. These policies help in managing the lifecycle of documents by automatically archiving or deleting documents after a specified period. This ensures that an organization does not retain documents longer than necessary, which can reduce storage costs and mitigate risks associated with data breaches or misuse of sensitive information.

Incorporating retention policies contributes to a systematic and efficient approach to document management, enabling firms to maintain organized records while adhering to regulatory requirements and internal governance standards. It promotes a proactive stance on data management rather than a reactive one, which often leads to chaos and compliance issues.

While other options may seem relevant—setting user roles, limiting access, or using a single document type—these strategies do not inherently address the fundamental need for structured and compliant document lifecycle management, which is what retention policies specifically cater to.