Data retention
How RequestFlow keeps, exports, and deletes customer data.
RequestFlow keeps uploaded files and request records while they are needed for active customer workflows. Firms can export files, delete requests, and remove organization data through account controls.
Retention details
Kept until the request, file, or organization is deleted, unless a shorter account retention setting applies.
Temporary download files expire automatically after the export window.
Unsafe or incomplete uploads may be removed on a shorter cleanup schedule.
Request sends, opens, uploads, downloads, reminders, approvals, and replacement actions are retained for traceability.
Kept as needed for accounting, tax, fraud prevention, and legal obligations.
Kept as needed to provide support and maintain a record of customer-approved access.
Backup copies expire on a rolling backup schedule.
Active customer data is removed after organization deletion. Backups expire on their normal rolling schedule.