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By default, workbook data stays in Vern indefinitely. If your compliance posture requires bounded retention, set a retention policy and Vern will purge automatically on a schedule.

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Set the policy

Go to Settings → Data retention. Pick a preset:
  • Forever — data stays until you delete it.
  • 30 days — workbook data is purged 30 days after the workbook’s last activity.
  • 90 days — same, on a 90-day window.
  • Custom — set any retention window.
The policy applies to every company under your account.

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What gets purged

  • Workbook sheet data (cell values).
  • Uploaded source files.
  • Import run history for the affected workbook.
The company itself, magic links, and templates aren’t touched — only customer data within workbooks.

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What “last activity” means

The clock resets every time a user edits a sheet, runs an import, or makes other changes within the workbook. A workbook in active onboarding never expires; an abandoned one will.

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Compliance posture

This is the simplest path to a data-minimization story. If your customers ask “how long does Vern keep our data?”, this is the answer. For stronger guarantees (per-workbook policies, immediate purge), contact us.

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Next

  • API keys — control programmatic access.