docs: clarify team API token and certificate behavior (#3317)

This commit is contained in:
Catalin Pit
2026-09-01 13:54:57 +10:00
committed by GitHub
parent 937e9376d8
commit a2745ed3c2
3 changed files with 21 additions and 7 deletions
@@ -95,7 +95,7 @@ Documents created with a team token belong to that team:
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"type": "DOCUMENT",
@@ -157,11 +157,11 @@ Retrieve all documents belonging to the team:
```bash
# List all team documents
curl -X GET "https://app.documenso.com/api/v2/envelope" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
-H "Authorization: api_xxxxxxxxxxxxxxxx"
# Filter by status
curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
-H "Authorization: api_xxxxxxxxxxxxxxxx"
````
</Tab>
@@ -191,7 +191,7 @@ Templates created with a team token are shared across the team.
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/template/create" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"title": "NDA Template",
@@ -269,7 +269,7 @@ console.log('Created team template:', template.id);
<Tab value="curl">
```bash
curl -X GET "https://app.documenso.com/api/v2/template" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
-H "Authorization: api_xxxxxxxxxxxxxxxx"
````
</Tab>
@@ -102,7 +102,7 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
| Variable | Description | Default |
| ------------------------------------------- | -------------------------------------------------------------- | ------------------------- |
| `PORT` | Port the application listens on | `3000` |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | Path to signing certificate inside container | `/opt/documenso/cert.p12` |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | Path to signing certificate inside container — set to the volume-mount path (e.g. `/opt/documenso/cert.p12`). Only Docker Compose defaults this; plain `docker run` must set it explicitly | - |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for the signing certificate | - |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | Base64-encoded `.p12` certificate (alternative to file path) | - |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Document storage: `database` or `s3` | `database` |
@@ -136,6 +136,7 @@ docker run -d \
-e NEXT_PUBLIC_WEBAPP_URL="https://sign.example.com" \
-e NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000" \
-e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@db-host:5432/documenso" \
-e NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH="/opt/documenso/cert.p12" \
-e NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password" \
-e NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth" \
-e NEXT_PRIVATE_SMTP_HOST="smtp.example.com" \
@@ -154,6 +155,12 @@ A signing certificate is required for document signing. You have two options for
- **Volume mount** — mount a `.p12` file from the host into the container at `/opt/documenso/cert.p12` (shown above). This is the simplest approach for small to moderate deployments.
- **Base64-encoded contents** — set `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` with the base64-encoded certificate string. Use this when file mounting is not available (e.g., Railway, Vercel).
<Callout type="warn">
Plain `docker run` deployments must set `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` explicitly. This
prevents production deployments from accidentally using the insecure example certificate.
Docker Compose sets the file path for you.
</Callout>
For production deployments that require Adobe Approved Trust List recognition, consider using a [Google Cloud HSM](/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm) or another external HSM.
<Callout type="warn">
@@ -178,6 +185,7 @@ NEXT_PUBLIC_WEBAPP_URL=https://sign.example.com
NEXT_PRIVATE_INTERNAL_WEBAPP_URL=http://localhost:3000
NEXT_PRIVATE_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
NEXT_PRIVATE_DIRECT_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12
NEXT_PRIVATE_SIGNING_PASSPHRASE=your-certificate-password
NEXT_PRIVATE_SMTP_TRANSPORT=smtp-auth
NEXT_PRIVATE_SMTP_HOST=smtp.example.com
@@ -203,6 +211,12 @@ docker run -d \
Documenso provides health check endpoints for monitoring:
<Callout type="info">
If a certificate is mounted but signing fails, ensure `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`
explicitly points to its path inside the container. Production does not use the development
example certificate as a fallback.
</Callout>
| Endpoint | Purpose |
| ------------------------- | -------------------------------------------------------------- |
| `/api/health` | Checks database connectivity and certificate status |
@@ -34,7 +34,7 @@ To access the preferences, navigate to either the organisation or teams settings
| **Default Recipients** | Recipients that are automatically added to new documents. Can be overridden per document. |
| **Default Envelope Expiration** | How long recipients have to sign before the signing link expires. See [recipient expiration](/docs/users/documents/advanced/recipient-expiration). |
| **Default Signing Reminders** | When and how often to email recipients who have not yet signed. See [signing reminders](/docs/users/documents/advanced/signing-reminders). |
| **Delegate Document Ownership** | Allow team API tokens to delegate document ownership to another team member. |
| **Delegate Document Ownership** | By default, documents created with a team API token are owned by the user who created the token. Enable this setting to let supported API requests assign ownership to another team member. |
| **AI Features** | Enable AI-powered features such as automatic recipient detection. Only shown if AI features are configured on the instance. |
Document visibility, language, and signature settings can be overridden per document.