Records Retention

Records retention overview

SFSU is transitioning from DocuSign to Adobe Sign as the campus‑approved electronic signature solution. As part of this migration, all completed DocuSign transactions must be properly downloaded and retained before June 30, 2026.

The campus‑approved electronic signature solution (i.e., DocuSign and Adobe Sign) is not a records repository. Records custodians are responsible for downloading all existing documentation—including completed documents, supporting materials, and certificates of completion—and storing them in an approved university file‑storage solution. All records must be stored in accordance with the CSU's Records Retention and Disposition Schedule (see the policy by area of focus below for additional details).

What is a Records Custodian?

A "records custodian” is the campus-designated department head who maintains the official/original copy of the record/information. Retention schedules should specifically identify the campus-designated custodian responsible for identified records/ information.1

As a record custodian (or previously worked with Quality Assurance (QA) to create a DocuSign business process), you are likely responsible for retention requirements associated with that process. Managers and staff should not retain duplicate records that are already maintained by the designated records custodian, unless a documented business need requires it. 

1This information was gathered from the CSU's Frequently Asked Questions page.

Requested Actions

Before June 30, 2026, the records custodian must complete the following tasks:

  1. Download and securely store all materials in an approved university file‑storage solution.
  2. Identify the transaction date for each document.
    1. NOTE | This date determines the retention period under the CSU's Records Retention and Disposition Schedules.
  3. Confirm the contact/ department owner responsible for each process.
  4. Confirm additional or related template processes that may require retention.

Electronic Template Spreadsheets by Cabinet

In collaboration with QA, Audit Services reviewed 600+ electronic signature templates. The team then compiled reference spreadsheets for each Cabinet Area—each spreadsheet outlines the templates, identifies the custodians, and defines potential retention schedules. Departments should also review the CSU's Record Retention Schedule Policy relevant to the services they provide. Note | These spreadsheets are intended as a guide. Custodians are responsible for verifying all details against current conditions.

placeholder

CSU's Record Retention Schedule Policy

CSU's Record Retention Schedule Policy
Area of FocusDepartment Example
Academic PersonnelAcademic Technology
Faculty Affairs
Human Resources
Office of Research & Sponsored Programs
Curriculum and AccreditationAcademic Resources
Academic Senate
College of Professional & Global Education
Division of Graduate Studies
Undergraduate Education and Academic Planning
Environmental Health and SafetyEnvironmental Health & Safety
Risk & Safety Services
Capital Planning, Construction and Facilities ManagementCapital Planning, Design, & Construction
Facilities Services
Financial Services
Housing, Dining, & Conference Services
Risk & Safety Services
FiscalAssociated Students
Financial Services
University Corporation
Institutional RecordsAssociated Students
Financial Services
Institutional Analytics
University Advancement
Personnel/PayrollFaculty Affairs
Human Resources
Risk & Safety Services
Research and Sponsored ProgramsFinancial Services
Office of Research & Sponsored Programs
Student RecordsCollege of Professional and Global Education
Division of Enrollment Management
Division of Graduate Studies
Division of International Education
Office of Student Financial Aid
Registrar's Office
University AdvancementAssociated Students
University Advancement
University PoliceHuman Resources
Office of Emergency Services
Parking & Transportation
University Police

Value of University Records

How University records support university functions and determine how information is managed and retained.

Operational

Required by a campus/department to perform its primary function.

Legal

Required to be kept by law or may be needed for litigation or a government investigation.

Fiscal

Related to the financial transactions of the campus, especially those required for audit or tax purposes. This includes records related to projects funded with debt by the State and the Trustees, for example, the Systemwide Revenue Bond program and the CSU's Commercial Paper Program, and the campus use and operations of these facilities.

Historical

Of long-term value to document past events. This may arise from exceptional age and/or connection with some significant historical event or person associated with the CSU. 

Vital

Critical to maintain to ensure operational continuity for the CSU after a disruption or disaster. Vital records or information may fall into any one of the above value categories. 

More information

For more information, please refer to the CSU System Continuity Program page. 

Contact us

Contact us for help determining whether records retention policies apply.

Policies

Contact Policies for questions regarding information on this page.

Melinda Latas

Contact Melinda Latas for questions on systemwide records retention policies.