How to Use Mailform’s Document Retention Feature for Companies

Mailform.io is a convenient solution for small businesses to send mail online, and our Document Retention feature takes it a step further by securely storing the PDFs or documents you’ve mailed. This feature is especially useful for businesses that need to keep a record of what was sent for compliance, audits, or internal reference.

When you send a mail piece through Mailform, the Document Retention feature allows you to retain the actual document that was sent for a specified period of time. This means you don’t need to worry about losing track of important business communications, as the original file is securely stored and can be accessed when needed.

• Secure Storage: All your documents are safely stored in the cloud, giving you peace of mind.

• Easy Access: Quickly retrieve any document for review or resending, reducing administrative workload.

• Compliance: Helps ensure that you meet document retention policies for legal or regulatory requirements.

To learn more, check out our video walkthrough of the feature here:

Start streamlining your mailing processes today with Mailform.io’s Document Retention feature!

1. Log Into your Mailform Account as an administrator

2. Click "Company"

3. Click "Plan"

4. Scroll down to the Document Retention Panel

5. Select the time period you'd like to store documents

Advise your team members to ensure they select your company in their profile before they place an order, to ensure that their order is associated with the company and included in the history.

Ask us if you would like to enforce this as the default option for all members of your team by emailing support@mailform.io