mirror of
https://github.com/documenso/documenso.git
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Merge branch 'main' into feature/pdf-placeholder-selection-fields
This commit is contained in:
@@ -0,0 +1,81 @@
|
||||
---
|
||||
title: iframe
|
||||
description: Embed the signing experience directly in your application using an iframe.
|
||||
---
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<Callout type="warn" title="iframes are not recommended">
|
||||
Embedding via iframe is not recommended. We strongly recommend using the [official SDKs](/docs/developers/embedding/sdks) instead.
|
||||
</Callout>
|
||||
|
||||
### Basic iframe Embedding
|
||||
|
||||
```html
|
||||
<iframe
|
||||
src="https://app.documenso.com/embed/sign/abc123xyz"
|
||||
width="100%"
|
||||
height="800"
|
||||
frameborder="0"
|
||||
allow="clipboard-write"
|
||||
></iframe>
|
||||
```
|
||||
|
||||
<Callout title="Use the correct embed URL">
|
||||
The URL you embed depends on the embed mode you’re using (for example direct links vs sign-token embeds). Use the
|
||||
embed URL provided by Documenso for your flow.
|
||||
</Callout>
|
||||
|
||||
### iframe Customization
|
||||
|
||||
You can customize the embedded signing experience by passing **encoded options in the iframe URL fragment** (everything
|
||||
after `#`).
|
||||
|
||||
Documenso expects the fragment to be **base64** of:
|
||||
|
||||
- `encodeURIComponent(JSON.stringify(options))`
|
||||
|
||||
#### Supported options
|
||||
|
||||
| Option | Type | Description |
|
||||
| ------ | ---- | ----------- |
|
||||
| `name` | `string` | Prefill signer name. |
|
||||
| `email` | `string` | Prefill signer email. |
|
||||
| `lockName` | `boolean` | Lock the name field (prevents editing). |
|
||||
| `lockEmail` | `boolean` | Lock the email field (prevents editing). |
|
||||
| `language` | `string` | Force the embed language (e.g. `en`). |
|
||||
| `darkModeDisabled` | `boolean` | Disable dark mode behavior. |
|
||||
| `allowDocumentRejection` | `boolean` | Allow or disallow document rejection. |
|
||||
| `css` | `string` | Inject custom CSS into the embed. |
|
||||
| `cssVars` | `object` | Override embed CSS variables (see the CSS Variables page). |
|
||||
|
||||
#### Example
|
||||
|
||||
```ts
|
||||
const buildEmbedSrc = (host: string, token: string) => {
|
||||
const options = {
|
||||
name: 'Ada Lovelace',
|
||||
email: 'ada@example.com',
|
||||
lockName: true,
|
||||
lockEmail: true,
|
||||
language: 'en',
|
||||
darkModeDisabled: false,
|
||||
allowDocumentRejection: true,
|
||||
css: ':root { --radius: 12px; }',
|
||||
cssVars: {},
|
||||
};
|
||||
|
||||
const encodedOptions = btoa(encodeURIComponent(JSON.stringify(options)));
|
||||
|
||||
return `${new URL(`/embed/sign/${token}`, host).toString()}#${encodedOptions}`;
|
||||
};
|
||||
```
|
||||
|
||||
A complete example can be found in the [Embeds repository](https://github.com/documenso/embeds/blob/main/packages/mitosis/src/sign-document.lite.tsx).
|
||||
|
||||
<Callout type="info" title="Why use the URL fragment?">
|
||||
The fragment is **not sent to the server** as part of the HTTP request, but it is available to the embedded app in
|
||||
the browser. This makes it a convenient way to pass client-side configuration without changing the base embed URL.
|
||||
</Callout>
|
||||
@@ -1,4 +1,4 @@
|
||||
{
|
||||
"title": "Embedding",
|
||||
"pages": ["sdks", "direct-links", "css-variables", "editor"]
|
||||
"pages": ["sdks", "direct-links", "css-variables", "editor", "iframe"]
|
||||
}
|
||||
|
||||
@@ -8,6 +8,7 @@
|
||||
"privacy",
|
||||
"terms",
|
||||
"security",
|
||||
"verify-email",
|
||||
"support"
|
||||
]
|
||||
}
|
||||
|
||||
@@ -0,0 +1,68 @@
|
||||
---
|
||||
title: Verifying Emails from Documenso
|
||||
description: How to confirm that an email is genuinely from Documenso, and what to do if you receive a suspicious message.
|
||||
---
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
|
||||
## Check the Sender Domain
|
||||
|
||||
All email sent by Documenso originates from one of the following domains. If you receive an email claiming to be from Documenso and the sender address does not end in one of these domains, treat it as suspicious.
|
||||
|
||||
| Domain | Used for |
|
||||
| ------------------------ | -------------------------------------------------------------- |
|
||||
| `app.documenso.com` | Transactional email |
|
||||
| `documensomail.com` | Transactional email |
|
||||
| `documensoemail.com` | Transactional email |
|
||||
| Custom domain | [Enterprise organisations](/docs/users/organisations/email-domains) using a custom email domain |
|
||||
|
||||
Typical sender addresses include:
|
||||
|
||||
- `noreply@app.documenso.com`
|
||||
- `noreply@free.documensomail.com`
|
||||
- `noreply@send.documensoemail.com`
|
||||
|
||||
<Callout type="warn">
|
||||
A misspelling such as `documenso-email.com`, `documensoemaiI.com` (capital i instead of l), or any other variation is not a Documenso domain.
|
||||
</Callout>
|
||||
|
||||
## Types of Email Documenso Sends
|
||||
|
||||
Documenso sends email only for the following purposes:
|
||||
|
||||
- **Account verification** — confirming your email address when you sign up or change it
|
||||
- **Password reset** — a link to reset your password that you requested
|
||||
- **Document invitations** — notifying you that a document has been shared with you to sign, approve, or view
|
||||
- **Signing reminders** — follow-up reminders for pending document actions
|
||||
- **Completed document notifications** — confirmation that all parties have signed a document
|
||||
- **Team invitations** — inviting you to join an organisation or team
|
||||
|
||||
## What Documenso Will Never Do
|
||||
|
||||
- Ask for your password via email
|
||||
- Send you an attachment and ask you to open it to verify your identity
|
||||
- Ask you to confirm payment details or billing information over email
|
||||
- Send unsolicited marketing emails if you have not opted in
|
||||
|
||||
## How to Tell If an Email Is Legitimate
|
||||
|
||||
1. **Check the sender address** — the domain must be `documenso.com` or `documensomail.com`
|
||||
2. **Look at the link destination** — hover over any link before clicking; it should point to `app.documenso.com`
|
||||
3. **Watch for urgency or threats** — legitimate Documenso emails do not threaten account suspension to pressure you into clicking a link immediately
|
||||
4. **Verify the action yourself** — if in doubt, log in to [app.documenso.com](https://app.documenso.com) directly (not via the email link) and check whether the document or notification exists there
|
||||
|
||||
## Report a Suspicious Email
|
||||
|
||||
If you receive an email that appears to impersonate Documenso:
|
||||
|
||||
1. Do not click any links or download any attachments
|
||||
2. Forward the email as an attachment to **support@documenso.com**
|
||||
3. Delete the email from your inbox
|
||||
|
||||
You can also report phishing emails directly to your email provider using their built-in reporting tools.
|
||||
|
||||
## Related
|
||||
|
||||
- [Security Policy](/docs/policies/security) — Documenso's security practices and vulnerability disclosure process
|
||||
- [Create an Account](/docs/users/getting-started/create-account) — What to expect during sign-up
|
||||
- [Security Settings](/docs/users/settings/security) — Enable two-factor authentication and manage sessions
|
||||
@@ -186,9 +186,9 @@ Documenso requires a certificate to digitally sign documents.
|
||||
|
||||
### Transport Selection
|
||||
|
||||
| Variable | Description | Default |
|
||||
| -------------------------------- | ---------------------------------------- | ------- |
|
||||
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local` or `gcloud-hsm` | `local` |
|
||||
| Variable | Description | Default |
|
||||
| -------------------------------- | ------------------------------------------------- | ------- |
|
||||
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local`, `gcloud-hsm`, or `csc` | `local` |
|
||||
|
||||
### Local Signing
|
||||
|
||||
@@ -210,11 +210,36 @@ Documenso requires a certificate to digitally sign documents.
|
||||
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_CONTENTS` | Base64-encoded certificate chain |
|
||||
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_SECRET_MANAGER_CERT_PATH` | Google Secret Manager path for certificate retrieval |
|
||||
|
||||
### Cloud Signature Consortium (CSC)
|
||||
|
||||
Routes signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures (AES/QES). Instance-wide; set `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` to enable. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup walkthrough.
|
||||
|
||||
CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Without a valid license, the instance will refuse to start in `csc` mode.
|
||||
|
||||
| Variable | Description | Default |
|
||||
| ---------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | ------- |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` | Base URL of the CSC provider's API | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID` | OAuth client ID registered with the CSC provider | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` | Default legal tier for new envelopes when the caller doesn't specify one. `AES` or `QES`. Explicit requests pass through. | `AES` |
|
||||
|
||||
The OAuth callback URL registered with the CSC provider is fixed at `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` — register this exact URL with the TSP.
|
||||
|
||||
#### Derived Public Variables
|
||||
|
||||
The following client-visible variable is **derived automatically** from the private transport at server startup. Do not set it manually — any value set in the environment is overwritten on boot.
|
||||
|
||||
| Variable | Derived from | Value |
|
||||
| ------------------------------------- | -------------------------------------------------- | ------------------------------------------------- |
|
||||
| `NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` | `NEXT_PRIVATE_SIGNING_TRANSPORT === 'csc'` | `'true'` when CSC mode is active, else `'false'` |
|
||||
|
||||
The authoring UI uses this flag to gate features that AES/QES envelopes cannot support (parallel signing, assistant role, dictate next signer). Deriving it from the private transport prevents the client-side flag from drifting from the real server-side configuration.
|
||||
|
||||
### Signature Options
|
||||
|
||||
| Variable | Description | Default |
|
||||
| ------------------------------------------- | ----------------------------------------------------------- | ---------- |
|
||||
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | Comma-separated timestamp authority URLs for LTV signatures | |
|
||||
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | Comma-separated timestamp authority URLs for LTV signatures. Optional for `local` / `gcloud-hsm` (signatures omit the timestamp when unset). **Required** when `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` — the instance refuses to start without it. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes#timestamp-authority-resolution). | |
|
||||
| `NEXT_PUBLIC_SIGNING_CONTACT_INFO` | Contact info embedded in PDF signatures | Webapp URL |
|
||||
| `NEXT_PRIVATE_USE_LEGACY_SIGNING_SUBFILTER` | Use `adbe.pkcs7.detached` instead of `ETSI.CAdES.detached` | `false` |
|
||||
|
||||
|
||||
@@ -0,0 +1,213 @@
|
||||
---
|
||||
title: CSC (AES / QES)
|
||||
description: Configure Cloud Signature Consortium signing for Advanced and Qualified Electronic Signatures via a third-party Trust Service Provider.
|
||||
---
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
|
||||
The `csc` signing transport routes signatures through a third-party Trust Service Provider (TSP) using the [Cloud Signature Consortium API v1.0.4.0](https://cloudsignatureconsortium.org/). Each recipient authenticates directly with the TSP (Strong Customer Authentication) and the TSP returns a per-recipient signature bound to the document hash. Documenso assembles the resulting PAdES signature inside the PDF.
|
||||
|
||||
This transport enables **Advanced Electronic Signatures (AES)** and **Qualified Electronic Signatures (QES)** under eIDAS. See [Signature Levels](/docs/compliance/signature-levels) for the legal framework.
|
||||
|
||||
<Callout type="warn">
|
||||
CSC mode is **instance-wide**: one CSC provider per Documenso install. All envelopes created
|
||||
while the instance runs in `csc` mode use AES or QES. Switching `NEXT_PRIVATE_SIGNING_TRANSPORT`
|
||||
is a one-way operational migration — see [Switching Transports](#switching-transports).
|
||||
</Callout>
|
||||
|
||||
<Callout type="warn">
|
||||
CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. The
|
||||
instance refuses to start in `csc` mode without it.
|
||||
</Callout>
|
||||
|
||||
## Prerequisites
|
||||
|
||||
{/* prettier-ignore */}
|
||||
<Steps>
|
||||
<Step>
|
||||
|
||||
### A TSP account
|
||||
|
||||
Establish a relationship with a CSC-compatible Trust Service Provider. The TSP issues qualified or advanced certificates to your signers, holds the private keys in its HSM, and exposes a CSC v1.0.4.0-compliant API.
|
||||
|
||||
</Step>
|
||||
<Step>
|
||||
|
||||
### OAuth client credentials
|
||||
|
||||
Register Documenso as an OAuth client with the TSP. You will receive a client ID and client secret, and must supply Documenso's callback URL when registering:
|
||||
|
||||
```
|
||||
${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback
|
||||
```
|
||||
|
||||
The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL` and the route mount path. There is no env var to override it; ensuring the registered URL matches your instance's webapp URL exactly is the operator's responsibility.
|
||||
|
||||
</Step>
|
||||
<Step>
|
||||
|
||||
### Enterprise Edition license
|
||||
|
||||
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
|
||||
|
||||
</Step>
|
||||
<Step>
|
||||
|
||||
### S3 storage (strongly recommended)
|
||||
|
||||
CSC produces multiple `DocumentData` rows per envelope item (one per recipient signature, plus the materialised and source rows). Database-backed storage base64-inflates each row by ~33% and is impractical at meaningful PDF sizes. Configure [S3 storage](/docs/self-hosting/configuration/storage) before enabling CSC.
|
||||
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
## Environment Variables
|
||||
|
||||
| Variable | Description | Default |
|
||||
| ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | ------- |
|
||||
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Set to `csc` | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` | Base URL of the CSC provider's API | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID` | OAuth client ID registered with the CSC provider | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider | |
|
||||
| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` | Default legal tier for new envelopes when the caller does not specify one. `AES` or `QES`. Explicit requests always pass through. | `AES` |
|
||||
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | **Required.** Comma-separated RFC 3161 TSA URLs. Always used for B-LTA archival timestamps at seal time, and also serves as the B-T sign-time fallback when the TSP does not expose `signatures/timestamp`. The instance refuses to start in CSC mode without it. See [Timestamp Authority Resolution](#timestamp-authority-resolution). | |
|
||||
|
||||
<Callout type="info">
|
||||
`NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` is set automatically from
|
||||
`NEXT_PRIVATE_SIGNING_TRANSPORT` at server startup. Do not set it manually — see
|
||||
[Environment Variables](/docs/self-hosting/configuration/environment#derived-public-variables).
|
||||
</Callout>
|
||||
|
||||
## Configuration Example
|
||||
|
||||
```bash
|
||||
NEXT_PRIVATE_SIGNING_TRANSPORT=csc
|
||||
NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL=https://api.example-tsp.com/csc/v1
|
||||
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID=documenso-prod
|
||||
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=...
|
||||
NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=QES
|
||||
NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=http://timestamp.example.com
|
||||
```
|
||||
|
||||
Register `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` (e.g. `https://sign.example.com/api/csc/oauth/callback`) as the OAuth callback URL with the TSP.
|
||||
|
||||
## Default Signature Level
|
||||
|
||||
`NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` selects the legal tier applied to envelopes that do not specify one explicitly. It is a default, not a capability gate: callers may still create AES or QES envelopes explicitly regardless of this setting.
|
||||
|
||||
| Configured value | Caller passes nothing | Caller passes `AES` | Caller passes `QES` |
|
||||
| ---------------- | --------------------- | ------------------- | ------------------- |
|
||||
| `AES` (default) | Envelope is `AES` | Envelope is `AES` | Envelope is `QES` |
|
||||
| `QES` | Envelope is `QES` | Envelope is `AES` | Envelope is `QES` |
|
||||
|
||||
Any value other than `AES` or `QES` causes the instance to refuse to start. This prevents silent qualified-to-advanced downgrades from a typo.
|
||||
|
||||
## Timestamp Authority Resolution
|
||||
|
||||
AES/QES envelopes use TSA-attested timestamps in two distinct phases. Resolution differs per phase.
|
||||
|
||||
### Sign time — PAdES B-T per recipient
|
||||
|
||||
Each recipient's CMS embeds a signature timestamp (CMS unsigned attribute) so proven time is bound to the recipient's signature itself. Resolution order:
|
||||
|
||||
1. If the TSP advertises `signatures/timestamp` in its `info` response (CSC §11.10), the TSP endpoint is used. The call is authorised with **this recipient's** service-scope bearer token — the same one authorising the `signatures/signHash` call alongside it.
|
||||
2. Otherwise, the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is used (RFC 3161 over HTTP).
|
||||
|
||||
Selection is made at boot from the discovered transport, not at runtime; there is no try-then-fall-through. If the chosen source fails, the recipient's sign attempt fails.
|
||||
|
||||
### Seal time — PAdES B-LTA archival
|
||||
|
||||
The seal-document job emits a single archival `/DocTimeStamp` over the fully-signed envelope (plus DSS for the existing signatures and the timestamp's own chain). This phase is **env-only**: the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is always used.
|
||||
|
||||
The archival anchor is the operator's long-term trust anchor and SHOULD point at a dedicated qualified archival TSA (e.g. DigiCert) independent of the per-recipient TSP. We deliberately do not fall back to the TSP at seal time: archive longevity should not be coupled to a TSP that may rotate or revoke, and the seal-document job has no recipient context to carry a service-scope bearer.
|
||||
|
||||
### Boot-time guard
|
||||
|
||||
The instance refuses to start in CSC mode unless `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is set (`CSC_PROVIDER_NO_TSA` at transport construction). The env var is required unconditionally — even when the TSP advertises its own `signatures/timestamp`, seal-time B-LTA archival uses the env TSA. Catching this at boot prevents the failure mode where an envelope signs successfully at B-T and then hangs in `WAITING_FOR_SIGNATURE_COMPLETION` when the seal job throws.
|
||||
|
||||
## Switching Transports
|
||||
|
||||
`NEXT_PRIVATE_SIGNING_TRANSPORT` is a one-way operational migration. Existing envelopes route per the `signatureLevel` column they were created with — the runtime branching looks at the envelope, not the env var. After a switch:
|
||||
|
||||
- Envelopes already at `SES` continue to use the new transport for sealing, but the new transport's signer must produce SES-compatible signatures (only `local` and `gcloud-hsm` qualify).
|
||||
- Envelopes already at `AES` / `QES` will fail at sign or seal time if the new transport is not `csc`.
|
||||
|
||||
Plan migrations during a quiet window with no in-flight envelopes.
|
||||
|
||||
## Behavioural Notes
|
||||
|
||||
CSC mode changes a number of envelope-authoring behaviours that operators should communicate to users.
|
||||
|
||||
### Mutation lock at distribution
|
||||
|
||||
For AES/QES envelopes, all authoring routes refuse mutations once the envelope leaves DRAFT. This locks the PDF before any recipient begins Strong Customer Authentication, closing the PDF-swap window that would otherwise allow an owner to replace the PDF between view and sign and break the legal "what you see is what you sign" guarantee.
|
||||
|
||||
In practice: edit envelope, recipients, fields, and items freely while DRAFT; once sent, no changes are accepted (including from the API).
|
||||
|
||||
### Sequential signing only
|
||||
|
||||
Parallel signing produces conflicting incremental updates over the same base PDF, breaking the per-recipient `/ByteRange` invariant. The signing order is forced to `SEQUENTIAL` on AES/QES envelopes — at the schema layer, at send time, and in the UI (the parallel-signing toggle is hidden).
|
||||
|
||||
### Assistant role and Dictate Next Signer disabled
|
||||
|
||||
Both features modify the recipient set after the envelope is sent, which is incompatible with the AES/QES mutation lock. They are hidden in the UI and rejected at the server schema layer.
|
||||
|
||||
### Sidecar PDFs at download
|
||||
|
||||
The signed PDF must remain byte-identical to what each recipient's TSP signature authorised — Documenso cannot decorate it after signing. Audit logs and the Certificate of Completion are generated on demand and delivered as separate PDFs:
|
||||
|
||||
- `GET /sign/{token}/download` returns the signed PDF only (or a ZIP for multi-item envelopes).
|
||||
- `GET /sign/{token}/download?version=bundle` returns a ZIP containing the signed PDFs, audit log PDF, and Certificate of Completion.
|
||||
- The completion email attaches all three.
|
||||
|
||||
## Recipient Flow
|
||||
|
||||
For context when supporting end users, here is what a recipient experiences on an AES/QES envelope:
|
||||
|
||||
1. Opens the email link, lands on the signing page.
|
||||
2. Documenso redirects to the TSP for Strong Customer Authentication (first visit only; cached for the session lifetime).
|
||||
3. Fills fields as normal.
|
||||
4. Clicks Sign → redirected to the TSP for a second authentication round (issues a per-document Signature Activation Data token).
|
||||
5. Returns to Documenso; the signing call completes within ~15 seconds.
|
||||
6. Sees the standard completion screen.
|
||||
|
||||
If the TSP returns no eligible credentials for the recipient (e.g. they have not enrolled), they see a blocking page directing them to enrol with the TSP and retry.
|
||||
|
||||
## Error Codes
|
||||
|
||||
CSC-specific error codes surfaced through the standard error channels:
|
||||
|
||||
| Code | Meaning | Recovery |
|
||||
| -------------------------- | ------------------------------------------------ | ----------------------------------------------------------------------- |
|
||||
| `CSC_UNLICENSED` | License flag absent at transport-create | Operator: enable Enterprise Edition, restart |
|
||||
| `CSC_PROVIDER_INFO_FAILED` | `info` discovery failed at startup | Operator: check TSP availability and `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` |
|
||||
| `CSC_PROVIDER_NO_TSA` | `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is unset | Operator: configure `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` |
|
||||
| `CSC_CREDENTIAL_LIST_EMPTY`| TSP returned no credentials for the user | Recipient: enrol with the TSP |
|
||||
| `CSC_CERT_INVALID` | Certificate refused at credential validation | Recipient: contact the TSP |
|
||||
| `CSC_ALGORITHM_REFUSED` | Signature algorithm fails policy | Operator/recipient: TSP does not meet policy (see below) |
|
||||
| `CSC_SAD_EXPIRED_PRE_SIGN` | Signature Activation Data expired before signing | Recipient: retry from Sign |
|
||||
| `CSC_TSP_TIMEOUT` | 15-second synchronous timeout reached | Recipient: retry (idempotent — the TSP enforces single-use SAD binding) |
|
||||
| `CSC_EMBED_FAILED` | Sign-time digest diverged from prep capture | Recipient: retry from Sign |
|
||||
| `CSC_BASE_DOCUMENT_MUTATED`| Document data changed between prep and sign | Operator: investigate (structural guard violation) |
|
||||
| `CSC_INSTANCE_MODE_MISMATCH`| Envelope created with wrong level for transport | Caller: use a level matching the instance transport |
|
||||
| `CSC_REQUEST_FAILED` | TSP HTTP transport failure — network error, non-2xx, or malformed response | Operator: check TSP availability; carries the TSP HTTP status and error in the message |
|
||||
|
||||
## Algorithm Policy
|
||||
|
||||
Documenso refuses TSP credentials that do not meet the following minimums, at the OAuth callback boundary and again at sign time:
|
||||
|
||||
| Class | Allowed | Refused |
|
||||
| ----- | ---------------------------------- | ------------------------------------------------------ |
|
||||
| RSA | `key.len >= 2048` | Missing `key.len`, `key.len < 2048` |
|
||||
| ECDSA | P-256, P-384, P-521 | Missing `key.curve`, P-192, P-224, other curves |
|
||||
| Hash | SHA-256, SHA-384, SHA-512 | SHA-1, MD5 |
|
||||
| Other | — | DSA |
|
||||
|
||||
This is the union of CSC v1.0.4.0 §11.5 requirements and current cryptographic guidance.
|
||||
|
||||
## Related
|
||||
|
||||
- [Signature Levels](/docs/compliance/signature-levels) — AES / QES legal framework
|
||||
- [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) — overview of all signing transports
|
||||
- [Environment Variables](/docs/self-hosting/configuration/environment) — full env reference
|
||||
- [Enterprise Edition](/docs/policies/enterprise-edition) — license requirements
|
||||
@@ -24,6 +24,11 @@ Self-hosted Documenso instances require a signing certificate. You can generate
|
||||
description="Hardware-based key protection with Google Cloud KMS."
|
||||
href="/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm"
|
||||
/>
|
||||
<Card
|
||||
title="CSC (AES / QES)"
|
||||
description="Route signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures."
|
||||
href="/docs/self-hosting/configuration/signing-certificate/csc-qes"
|
||||
/>
|
||||
<Card
|
||||
title="Timestamp Server"
|
||||
description="Add trusted timestamps and customise signature appearance."
|
||||
@@ -38,7 +43,7 @@ Self-hosted Documenso instances require a signing certificate. You can generate
|
||||
|
||||
## Certificate Options
|
||||
|
||||
<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM']}>
|
||||
<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM', 'CSC (AES / QES)']}>
|
||||
<Tab value="Self-Signed">
|
||||
|
||||
A self-signed certificate is sufficient for most use cases where your industry has no special signing regulations.
|
||||
@@ -79,6 +84,18 @@ For organisations requiring hardware-based key protection, Documenso supports Go
|
||||
|
||||
See [Google Cloud HSM](/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm) for setup instructions.
|
||||
|
||||
</Tab>
|
||||
<Tab value="CSC (AES / QES)">
|
||||
|
||||
For Advanced and Qualified Electronic Signatures under eIDAS, Documenso integrates with third-party Trust Service Providers via the Cloud Signature Consortium API. Each recipient authenticates directly with the TSP, which holds the private key and issues the signature.
|
||||
|
||||
- Per-recipient identity verification by an accredited TSP
|
||||
- Legally equivalent to a handwritten signature within the EU (QES)
|
||||
- Requires an [Enterprise Edition](/docs/policies/enterprise-edition) license
|
||||
- Instance-wide setting; one CSC provider per Documenso install
|
||||
|
||||
See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for setup instructions.
|
||||
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
{
|
||||
"title": "Signing Certificate",
|
||||
"pages": ["...index", "local", "google-cloud-hsm", "timestamp-server", "troubleshooting"]
|
||||
"pages": ["...index", "local", "google-cloud-hsm", "csc-qes", "timestamp-server", "troubleshooting"]
|
||||
}
|
||||
|
||||
@@ -24,7 +24,7 @@ Before deploying, you need:
|
||||
|
||||
The fastest way to deploy Documenso on Railway is using the official template:
|
||||
|
||||
[](https://railway.app/template/bG6D4p)
|
||||
[](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
|
||||
|
||||
This template automatically provisions:
|
||||
|
||||
|
||||
@@ -39,7 +39,11 @@ Navigate to [documen.so/free](https://documen.so/free) to create a free account.
|
||||
|
||||
Provide your name, email address, and create a password. Alternatively, sign up with Google for faster access.
|
||||
|
||||
{/* TODO: Add screenshot of registration form */}
|
||||
<img
|
||||
src="/get-started-images/documenso-registration-form.webp"
|
||||
alt="Documenso registration form with name, email, and password fields"
|
||||
style={{width: '500px', height: '650px', objectFit: 'contain' }}
|
||||
/>
|
||||
|
||||
</Step>
|
||||
|
||||
|
||||
@@ -7,14 +7,14 @@ import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
|
||||
<Callout type="error">
|
||||
Account deletion is permanent and irreversible. All documents, signatures, templates, and account
|
||||
data will be permanently removed. Any active subscription will be cancelled.
|
||||
Account deletion is permanent and irreversible. Your account, signatures, and personal data will be
|
||||
permanently removed, and any active subscription will be cancelled. How your organisations and
|
||||
documents are handled is explained below.
|
||||
</Callout>
|
||||
|
||||
## Before Deleting
|
||||
|
||||
- Download any documents you need to keep
|
||||
- Cancel any active subscriptions
|
||||
- Disable two-factor authentication (required before deletion)
|
||||
|
||||
## Delete Your Account
|
||||
@@ -36,6 +36,31 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
If you have two-factor authentication enabled, you must disable it before deleting your account.
|
||||
</Callout>
|
||||
|
||||
## What Happens to Your Organisations
|
||||
|
||||
When you delete your account, the organisations you **own** are permanently deleted along with all of
|
||||
their teams. If an owned organisation has an active subscription, it is scheduled for cancellation at
|
||||
the end of the current billing period.
|
||||
|
||||
Organisations that you are only a **member** of are not deleted. You are simply removed from them, and
|
||||
the organisation continues to operate as normal.
|
||||
|
||||
## What Happens to Your Documents
|
||||
|
||||
The way your documents and templates are handled depends on whether you owned the organisation they
|
||||
belong to:
|
||||
|
||||
- **Organisations you owned** — Completed and in-progress documents are retained in an anonymized form
|
||||
(reassigned to an internal system account) so the other parties keep their records. Draft documents
|
||||
and templates are permanently removed.
|
||||
- **Organisations you were a member of** — Your documents and templates are transferred to the
|
||||
organisation owner, so they remain accessible to the organisation after you leave.
|
||||
|
||||
<Callout type="warn">
|
||||
Documents that are retained in anonymized form are no longer associated with your account and cannot
|
||||
be recovered or accessed by you after deletion. Download anything you need to keep beforehand.
|
||||
</Callout>
|
||||
|
||||
---
|
||||
|
||||
## See Also
|
||||
|
||||
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Reference in New Issue
Block a user