Imported from jeremylongshore/tons-of-skills-marketplace (plugins/saas-packs/documenso-pack/skills/documenso-security-basics/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill documenso-security-basics. Copyright stays with the author (MIT).

Documenso Security Basics

Output

• A least-privilege Documenso configuration with scoped secrets, signer/document access controls, and an incident/revocation path.
• A tested boundary for document authorization, webhook validation, and safe audit logging.

Examples

Create a development document with a synthetic signer, validate that only its intended role can view or act on it, and verify any webhook signature before processing. If a token, signing URL, or document is exposed, revoke/contain access and follow the incident procedure before attempting cleanup.

Overview

Essential security practices for Documenso integrations: API key management, webhook verification, document access control, and self-hosted signing certificate configuration.

Prerequisites

• Documenso account with API access
• Understanding of environment variables and secret management
• Completed documenso-install-auth setup

Instructions

Step 1: API Key Security

// NEVER hardcode keys
const BAD = new Documenso({ apiKey: "api_abc123..." }); // Exposed in source

// ALWAYS use environment variables
const GOOD = new Documenso({ apiKey: process.env.DOCUMENSO_API_KEY! });

Key management rules:

• Store in .env (never committed) or a secrets manager (Vault, AWS Secrets Manager)
• Use team-scoped keys for team resources, personal keys for personal documents
• Rotate keys on employee offboarding -- revoke in dashboard immediately
• CI/CD: use masked/encrypted secrets (GitHub Secrets, GitLab CI variables)

# .gitignore — always include
.env
.env.*
!.env.example

Step 2: Key Rotation with Zero Downtime

// Support dual keys during rotation
function getApiKey(): string {
  // Try primary first, fall back to secondary during rotation
  return process.env.DOCUMENSO_API_KEY_PRIMARY
    ?? process.env.DOCUMENSO_API_KEY_SECONDARY
    ?? (() => { throw new Error("No Documenso API key configured"); })();
}

// Rotation procedure:
// 1. Generate new key in Documenso dashboard
// 2. Set as DOCUMENSO_API_KEY_SECONDARY, deploy
// 3. Verify secondary key works
// 4. Move secondary to PRIMARY, deploy
// 5. Revoke old key in dashboard

Step 3: Webhook Secret Verification

import { timingSafeEqual } from "crypto";

function verifyWebhookSecret(req: Request): boolean {
  const received = req.headers["x-documenso-secret"] as string;
  const expected = process.env.DOCUMENSO_WEBHOOK_SECRET!;

  if (!received || !expected) return false;

  // Use constant-time comparison to prevent timing attacks
  return timingSafeEqual(
    Buffer.from(received, "utf8"),
    Buffer.from(expected, "utf8")
  );
}

# Python equivalent
import hmac, os
from flask import request

def verify_webhook(req):
    received = req.headers.get("X-Documenso-Secret", "")
    expected = os.environ["DOCUMENSO_WEBHOOK_SECRET"]
    return hmac.compare_digest(received, expected)

Step 4: Document Access Control

// Principle of least privilege with API keys
// Personal keys: only YOUR documents
// Team keys: all documents in the team

// Restrict document access by checking ownership
async function getDocumentSecure(documentId: number, userId: string) {
  const doc = await client.documents.getV0(documentId);

  // Verify the requesting user is the owner or a recipient
  const isOwner = doc.userId === parseInt(userId);
  const isRecipient = doc.recipients?.some(r => r.email === userEmail);

  if (!isOwner && !isRecipient) {
    throw new Error("Access denied: not authorized for this document");
  }

  return doc;
}

Step 5: Signing Certificate Security (Self-Hosted)

Self-hosted Documenso requires a .p12 signing certificate for legally valid digital signatures.

# Generate a self-signed certificate (development only)
openssl req -x509 -newkey rsa:4096 -keyout key.pem -out cert.pem -days 365 -nodes
openssl pkcs12 -export -out signing-cert.p12 -inkey key.pem -in cert.pem

# Mount into Docker container
docker run -v $(pwd)/signing-cert.p12:/opt/documenso/cert.p12 \
  -e NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12 \
  -e NEXT_PRIVATE_SIGNING_PASSPHRASE=your-passphrase \
  documenso/documenso:latest

For production, use a certificate from a trusted CA (e.g., GlobalSign, DigiCert).

Step 6: Self-Hosted Production Secrets

# Generate cryptographically secure secrets
openssl rand -hex 32  # NEXTAUTH_SECRET
openssl rand -hex 32  # NEXT_PRIVATE_ENCRYPTION_KEY
openssl rand -hex 32  # NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY

# Never reuse secrets across environments
# Never use default values in production

Security Checklist

• API key stored in environment variable, never in source code
• .env in .gitignore
• CI secrets use masked/encrypted storage
• Team keys rotated on employee offboarding
• Webhook secret uses constant-time comparison
• Self-hosted: HTTPS with valid TLS certificates
• Self-hosted: signing certificate from trusted CA
• Self-hosted: secrets generated with openssl rand -hex 32
• No API keys or secrets in logs (sanitize before logging)
• Key rotation procedure documented and tested

Error Handling

Resources

• OWASP API Security
• Documenso Security
• Webhook Verification Docs
• Self-Hosting: Signing Certificate

Next Steps

For production deployment, see documenso-prod-checklist.