Default Behavior
By default, DocsAutomator keeps generated PDFs until you delete them. You can set each automation to delete its PDFs automatically, from about 5 minutes up to 1 year after they are created.
When Storage Matters
For most integrations, such as Airtable and Glide, DocsAutomator places a copy of the generated PDF in your connected data source right after it is created. If you only need that copy, you can set a short expiry.Adjusting Retention Settings
To change how long PDFs are kept, change the expiration setting on each automation in the automation settings.Available Options
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 are automatically set to “No expiration”
Configuration Steps
1
Open Automation Settings
Navigate to your automation’s settings
2
Find PDF Settings
Locate the “PDF Expiration” option
3
Select Duration
Choose your preferred retention period
4
Save
Save your automation settings
For eSign-enabled automations, PDF expiration is automatically set to “No expiration”, so the signed copy stays available as proof. Signing and acceptance records and audit trails are kept for 10 years after the signing session.