Legal Center Policy

Data & Document Responsibility

What customers are responsible for in their own workspace.

Effective date:
Aug 21, 2026
Last updated:
Aug 21, 2026

As the workspace owner, you are responsible for:

  • The information and documents you upload
  • Having permission to upload and send those documents
  • Having authority to request signatures from the recipients you choose
  • Collecting client and signer information lawfully
  • Following the retention rules that apply to your business
  • Ensuring your contract content is accurate and appropriate
  • Keeping your own copies of important executed records

Retention

Do not rely on the platform as your only record system for agreements you are legally required to retain. Download and archive signed agreements according to your own retention policy.

SecureSign Portal does not provide legal advice. This policy is general information and should be reviewed by qualified counsel for your business and jurisdiction.