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    jeremylongshore

    documenso-security-basics

    jeremylongshore/documenso-security-basics
    Security
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    SKILL.md

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    About

    Implement security best practices for Documenso document signing integrations. Use when securing API keys, configuring webhooks securely, or implementing document security measures. Trigger with...

    SKILL.md

    Documenso Security Basics

    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

    Security Issue Indicator Response
    Invalid API key 401 errors Rotate key immediately
    Webhook spoofing Invalid secret header Reject request, alert team
    Key exposed in git GitHub secret scanning alert Revoke key, rotate, audit access
    Brute force Many 401s from same IP Rate limit by IP at reverse proxy

    Resources

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

    Next Steps

    For production deployment, see documenso-prod-checklist.

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    Repository
    jeremylongshore/claude-code-plugins-plus-skills
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