Data Security

Data Security settings control how long your data is retained in Penbox and provide a complete audit trail of all deletions. Access them from Settings → Data Security in the app.

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Data Retention Settings

You can define granular data retention and lifecycle settings for both cases and forms. Each rule can be enabled independently and configured with a retention period in days.

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Cases Deletion

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Forms Deletion

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Cascade Options

When a case is deleted, you can optionally:

• Delete associated forms — Automatically remove all forms linked to the case
• Delete associated contacts — Remove contacts that are no longer referenced by any case

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Data Deletion Audit Log

The Logs tab in Data Security shows every deletion event with full traceability:

• What was deleted (cases, forms, attachments, contacts)
• When it was deleted
• Which rule triggered it (inactivity, closed, archived, max retention)
• How many entities were affected (including cascaded deletions)

Use the audit log for compliance reviews, internal audits, and understanding exactly how retention rules are applied across your workspace.