Closing your workspace

Closing a workspace deletes everything your clients sent and everything you kept about them. It cannot be undone, so take an archive first.

Before you close#

Only the owner can close a workspace. If your retention setting keeps records and the workspace holds any requests, submissions or documents you gave clients, you must take an archive before you can close. Open Settings → General and press Prepare an export under Export everything, then download it. It can be downloaded for seven days.

Close the workspace#

On Settings → General, press Delete workspace. Confirm that you have downloaded the archive and will keep the records yourselves, then type the workspace's name to confirm.

What is deleted#

On the day you close:

• Every submission and document your clients sent, and every document they emailed you.
• Your forms, requests, contacts and client groups, and every file kept in a client vault.
• Your PDF templates and their files.
• The documents you gave clients, and the record of when they acknowledged them.
• The keys to your own storage, your CRM and your drive, if you connected them.

Within 90 days, the rest goes: your settings, logo, the example pictures beside your document questions, connections, webhooks and remaining records.

What is kept#

• The audit log. Nobody can delete it, so there is a record that the workspace was emptied and when.
• Billing records. Your subscription and usage counts hold no client information, and tax law expects them to be kept.
• Your account. Closing a workspace does not delete the people who worked in it: your name, email and sign-ins stay so you can open another workspace, until you choose Delete account on your profile.

See Retention for how long Cartenda keeps what clients send while your workspace is open.