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  3. Compliance | Security

Does SecureExchange enforce legal retention periods and provide automatic deletion?

As of now, SecureExchanges are not deleted automatically.

The Client Advisor assigned to that particular SecureExchange must manually perform the deletion. However, once a SecureExchange is deleted, all docs within it are automatically deleted, too.

 

Know more: 

Check out the following article to learn more about the Client Advisor role.