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docs: clarify team API token and certificate behavior (#3317)
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@@ -95,7 +95,7 @@ Documents created with a team token belong to that team:
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<Tab value="curl">
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```bash
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curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
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-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
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-H "Authorization: api_xxxxxxxxxxxxxxxx" \
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-H "Content-Type: multipart/form-data" \
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-F 'payload={
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"type": "DOCUMENT",
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@@ -157,11 +157,11 @@ Retrieve all documents belonging to the team:
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```bash
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# List all team documents
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curl -X GET "https://app.documenso.com/api/v2/envelope" \
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-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
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-H "Authorization: api_xxxxxxxxxxxxxxxx"
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# Filter by status
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curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
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-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
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-H "Authorization: api_xxxxxxxxxxxxxxxx"
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````
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</Tab>
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@@ -191,7 +191,7 @@ Templates created with a team token are shared across the team.
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<Tab value="curl">
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```bash
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curl -X POST "https://app.documenso.com/api/v2/template/create" \
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-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
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-H "Authorization: api_xxxxxxxxxxxxxxxx" \
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-H "Content-Type: multipart/form-data" \
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-F 'payload={
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"title": "NDA Template",
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@@ -269,7 +269,7 @@ console.log('Created team template:', template.id);
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<Tab value="curl">
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```bash
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curl -X GET "https://app.documenso.com/api/v2/template" \
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-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
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-H "Authorization: api_xxxxxxxxxxxxxxxx"
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````
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</Tab>
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@@ -102,7 +102,7 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
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| Variable | Description | Default |
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| ------------------------------------------- | -------------------------------------------------------------- | ------------------------- |
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| `PORT` | Port the application listens on | `3000` |
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| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | Path to signing certificate inside container | `/opt/documenso/cert.p12` |
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| `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 | - |
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| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for the signing certificate | - |
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| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | Base64-encoded `.p12` certificate (alternative to file path) | - |
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| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Document storage: `database` or `s3` | `database` |
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@@ -136,6 +136,7 @@ docker run -d \
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-e NEXT_PUBLIC_WEBAPP_URL="https://sign.example.com" \
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-e NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000" \
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-e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@db-host:5432/documenso" \
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-e NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH="/opt/documenso/cert.p12" \
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-e NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password" \
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-e NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth" \
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-e NEXT_PRIVATE_SMTP_HOST="smtp.example.com" \
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@@ -154,6 +155,12 @@ A signing certificate is required for document signing. You have two options for
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- **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.
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- **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).
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<Callout type="warn">
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Plain `docker run` deployments must set `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` explicitly. This
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prevents production deployments from accidentally using the insecure example certificate.
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Docker Compose sets the file path for you.
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</Callout>
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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.
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<Callout type="warn">
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@@ -178,6 +185,7 @@ NEXT_PUBLIC_WEBAPP_URL=https://sign.example.com
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NEXT_PRIVATE_INTERNAL_WEBAPP_URL=http://localhost:3000
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NEXT_PRIVATE_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
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NEXT_PRIVATE_DIRECT_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
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NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12
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NEXT_PRIVATE_SIGNING_PASSPHRASE=your-certificate-password
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NEXT_PRIVATE_SMTP_TRANSPORT=smtp-auth
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NEXT_PRIVATE_SMTP_HOST=smtp.example.com
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@@ -203,6 +211,12 @@ docker run -d \
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Documenso provides health check endpoints for monitoring:
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<Callout type="info">
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If a certificate is mounted but signing fails, ensure `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`
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explicitly points to its path inside the container. Production does not use the development
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example certificate as a fallback.
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</Callout>
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| Endpoint | Purpose |
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| ------------------------- | -------------------------------------------------------------- |
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| `/api/health` | Checks database connectivity and certificate status |
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@@ -34,7 +34,7 @@ To access the preferences, navigate to either the organisation or teams settings
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| **Default Recipients** | Recipients that are automatically added to new documents. Can be overridden per document. |
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| **Default Envelope Expiration** | How long recipients have to sign before the signing link expires. See [recipient expiration](/docs/users/documents/advanced/recipient-expiration). |
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| **Default Signing Reminders** | When and how often to email recipients who have not yet signed. See [signing reminders](/docs/users/documents/advanced/signing-reminders). |
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| **Delegate Document Ownership** | Allow team API tokens to delegate document ownership to another team member. |
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| **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. |
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| **AI Features** | Enable AI-powered features such as automatic recipient detection. Only shown if AI features are configured on the instance. |
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Document visibility, language, and signature settings can be overridden per document.
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