documenso-data-handling

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Handle document data, signatures, and PII in Documenso integrations. Use when managing document lifecycle, handling signed PDFs, or implementing data retention policies. Trigger with phrases like "documenso data", "signed document", "document retention", "documenso PII", "download signed pdf".

AI & Automation 2,266 stars 315 forks Updated today MIT

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# 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 ```typescript 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 dow...

Details

Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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