Default Behavior
For privacy reasons, DocsAutomator deletes PDFs soon after generation by default. The default setting is “immediate expiry,” meaning PDFs are automatically removed shortly after they’re created.
When Storage Matters
For most integrations—such as Airtable and Glide—storing PDFs within DocsAutomator is typically unnecessary. The platform automatically places a copy of the generated PDF into your connected data source immediately after creation.Adjusting Retention Settings
If you need to extend PDF retention, you can modify the expiration setting on each automation in the automation settings interface.Available Options
| Option | Description |
|---|---|
| Immediate | PDFs deleted shortly after generation (default) |
| 1 Day | PDFs retained for 24 hours |
| 3 Days | PDFs retained for three days |
| 7 Days (1 Week) | PDFs retained for one week |
| 14 Days (2 Weeks) | PDFs retained for two weeks |
| 30 Days (1 Month) | PDFs retained for one month |
| 3 Months | PDFs retained for three months |
| 6 Months | PDFs retained for six months |
| 1 Year | PDFs retained for one year |
| Never | PDFs retained indefinitely |
Use Cases for Extended Storage
API Integration
API-based document generation requiring server-side storage
Temporary Hosting
Temporary PDF hosting before transferring to external systems
Compliance
Compliance or audit requirements necessitating retention
eSign Documents
eSign-enabled automations automatically set to “Never” expire
Configuration Steps
For eSign-enabled automations, PDF expiration is automatically set to “Never” to ensure legal validity and compliance.