Documenso Data Handling

Documenso Data Handling

Overview

Best practices for handling documents, signatures, and PII in Documenso integrations. Covers downloading signed PDFs, data retention, GDPR compliance, and secure storage. Note: Documenso cloud stores documents in PostgreSQL by default; self-hosted gives you full control.

Prerequisites

• Understanding of data protection regulations (GDPR, CCPA)
• Secure storage infrastructure (S3, GCS, or local encrypted storage)
• Completed documenso-install-auth setup

Document Lifecycle

DRAFT ──send()──→ PENDING ──all sign──→ COMPLETED
                      │
                      ├──reject()──→ REJECTED
                      └──cancel()──→ CANCELLED

Data handling implications:
- DRAFT: mutable, can delete freely
- PENDING: immutable document, but status changes
- COMPLETED: signed PDF available for download, archive
- REJECTED/CANCELLED: cleanup candidate

Instructions

Step 1: Download Signed Documents

import { Documenso } from "@documenso/sdk-typescript";
import { writeFile } from "node:fs/promises";

const client = new Documenso({ apiKey: process.env.DOCUMENSO_API_KEY! });

async function downloadSignedPdf(documentId: number, outputPath: string) {
  // Verify document is completed
  const doc = await client.documents.getV0(documentId);
  if (doc.status !== "COMPLETED") {
    throw new Error(`Document ${documentId} is ${doc.status}, not COMPLETED`);
  }

  // Download via v1 REST API (SDK may not expose download directly)
  const res = await fetch(
    `https://app.documenso.com/api/v1/documents/${documentId}/download`,
    { headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` } }
  );
  if (!res.ok) throw new Error(`Download failed: ${res.status}`);

  const buffer = Buffer.from(await res.arrayBuffer());
  await writeFile(outputPath, buffer);
  console.log(`Saved signed PDF: ${outputPath} (${buffer.length} bytes)`);
}

Step 2: PII Handling

// Identify PII in Documenso data
interface RecipientPII {
  email: string;    // PII — must be protected
  name: string;     // PII — must be protected
  role: string;     // Not PII
  signingStatus: string; // Not PII
}

// Sanitize before logging
function sanitizeForLogging(payload: any): any {
  const sanitized = { ...payload };
  if (sanitized.recipients) {
    sanitized.recipients = sanitized.recipients.map((r: any) => ({
      ...r,
      email: r.email.replace(/^(.{2}).*(@.*)$/, "$1***$2"),
      name: "[REDACTED]",
    }));
  }
  return sanitized;
}

// Usage: safe to log
console.log("Webhook received:", JSON.stringify(sanitizeForLogging(payload)));
// Output: { email: "ja***@example.com", name: "[REDACTED]" }

Step 3: Data Retention Policy

// src/retention/documenso-cleanup.ts
import { Documenso } from "@documenso/sdk-typescript";

interface RetentionPolicy {
  draftMaxAgeDays: number;      // Delete abandoned drafts
  completedArchiveDays: number; // Archive completed docs
  retainCompletedDays: number;  // Keep completed in Documenso
}

const POLICY: RetentionPolicy = {
  draftMaxAgeDays: 30,
  completedArchiveDays: 7,    // Archive to S3 within 7 days
  retainCompletedDays: 365,   // Keep in Documenso for 1 year
};

async function enforceRetention(client: Documenso) {
  const { documents } = await client.documents.findV0({ page: 1, perPage: 100 });
  const now = Date.now();

  for (const doc of documents) {
    const ageDays = (now - new Date(doc.createdAt).getTime()) / (1000 * 60 * 60 * 24);

    // Delete old drafts
    if (doc.status === "DRAFT" && ageDays > POLICY.draftMaxAgeDays) {
      await client.documents.deleteV0(doc.id);
      console.log(`Deleted abandoned draft: ${doc.title} (${ageDays.toFixed(0)} days old)`);
    }

    // Archive completed documents
    if (doc.status === "COMPLETED" && ageDays > POLICY.completedArchiveDays) {
      await archiveToS3(doc.id, doc.title);
      console.log(`Archived: ${doc.title}`);
    }
  }
}

Step 4: GDPR Data Subject Requests

// Handle GDPR access and erasure requests
async function handleDataSubjectRequest(
  client: Documenso,
  type: "access" | "erasure",
  subjectEmail: string
) {
  const { documents } = await client.documents.findV0({ page: 1, perPage: 100 });

  // Find all documents involving this person
  const subjectDocs = documents.filter((doc: any) =>
    doc.recipients?.some((r: any) => r.email === subjectEmail)
  );

  if (type === "access") {
    // Return all data associated with this person
    return {
      documentsCount: subjectDocs.length,
      documents: subjectDocs.map((d: any) => ({
        title: d.title,
        status: d.status,
        createdAt: d.createdAt,
        role: d.recipients.find((r: any) => r.email === subjectEmail)?.role,
      })),
    };
  }

  if (type === "erasure") {
    // Delete/anonymize where legally permissible
    // Note: completed, signed documents may need to be retained for legal compliance
    const deletable = subjectDocs.filter((d: any) => d.status === "DRAFT");
    for (const doc of deletable) {
      await client.documents.deleteV0(doc.id);
    }
    return {
      deleted: deletable.length,
      retained: subjectDocs.length - deletable.length,
      retainedReason: "Completed documents retained for legal compliance",
    };
  }
}

Step 5: Secure Storage for Downloaded PDFs

import { S3Client, PutObjectCommand } from "@aws-sdk/client-s3";
import crypto from "crypto";

const s3 = new S3Client({ region: "us-east-1" });

async function archiveToS3(documentId: number, title: string) {
  // Download signed PDF
  const res = await fetch(
    `https://app.documenso.com/api/v1/documents/${documentId}/download`,
    { headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` } }
  );
  const buffer = Buffer.from(await res.arrayBuffer());

  // Upload with server-side encryption
  const key = `signed-documents/${documentId}-${Date.now()}.pdf`;
  await s3.send(new PutObjectCommand({
    Bucket: process.env.ARCHIVE_BUCKET!,
    Key: key,
    Body: buffer,
    ContentType: "application/pdf",
    ServerSideEncryption: "aws:kms",
    Metadata: {
      documentId: String(documentId),
      title,
      archivedAt: new Date().toISOString(),
      checksum: crypto.createHash("sha256").update(buffer).digest("hex"),
    },
  }));

  console.log(`Archived to s3://${process.env.ARCHIVE_BUCKET}/${key}`);
}

Data Classification

Error Handling

Resources

• GDPR Requirements
• Documenso Self-Hosting
• AWS S3 Server-Side Encryption

Next Steps

For enterprise RBAC, see documenso-enterprise-rbac.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/documenso-data-handling/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/documenso-pack/skills/documenso-data-handling/SKILL.md