documenso-data-handling

name	documenso-data-handling
description	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".
allowed-tools	Read, Write, Edit
version	1.13.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","documenso","documenso-data"]
compatibility	Designed for Claude Code

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();
  }

  
   res =  (
    ,
    { : { :  } }
  );
   (!res.)   ();

   buffer = .( res.());
   (outputPath, buffer);
  .();
}