Documenso Data Handling

Output

• A document-data flow with defined classification, access/retention/deletion controls, audit ownership, and safe recovery path.
• Evidence that document content, signer identity, and signature artifacts are excluded from unsafe logs and test fixtures.

Examples

Use a synthetic document and test signer in development to verify encryption/access/retention configuration. Record only a correlation ID and policy result; never place signed documents, signer PII, signature material, or document URLs into repositories, screenshots, or diagnostic logs.

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