The license is valid for one Magento installation, including multi-website operation. Additionally, the module can also be installed on any number of development or staging servers.
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Magento 2 Extension Customer Documents
Functional overview
- Uploading of documents for customers
- Assign name, description and file per document
- Restrict the documents by customer groups & customers
- Setting to disable available documents at the sidebar at the frontend
- Make documents private or public - public means everyone can access it via the direct download link
- Send email to the customer when they got a new customer document or when document is updated
- Protected your document with password (configurable)
- Download Reports - Check who downloaded your documents
- Using CSV import for importing the documents
- Using REST API to automate the functionality via HTTP
- Using SOAP API to automate the functionality via XML
- Supports remote storage module of Magento 2 for e.g. Amazon S3
- Link documents for displaying them at the frontend (for orders, invoices and shipments)
Efficient Document Management for Your Magento 2 Store
With our Magento 2 Document Management Module from MageB2B, you can efficiently manage and organize your documents. Easily upload, edit, and share documents to enhance collaboration and optimize business processes.
Key Features of the Magento 2 Document Management Module:
- Document Management: Manage your documents effortlessly by uploading and categorizing them directly in the Magento 2 backend.
- Access Control: Set access rights for individual users or groups, ensuring that only authorized persons can access specific documents.
- Email Notifications: Automatically notify your customers via email when a new document is available.
- Frontend Integration: Customers can view and download documents directly in their user account in the frontend of your store.
- CSV Import Export [Add-On]: Easily upload documents via CSV and save time managing large data volumes.
- SOAP / REST API Interface [Add-On]: Use the API to conveniently transfer documents via interface (e.g., as Base64 String) and seamlessly integrate document management into your existing systems.
- Link documents to be displayed for a customer related order, invoice or shipment
Application Examples:
- Quotes and Invoices: Transmit quotes or invoices to your customers and ensure they can access them at any time.
- Product Documentation: Provide product documentation to comprehensively inform your customers.
- Contract Documents: Upload contract documents and enable your customers to view them at any time.
Document Settings:
- Document Name
- Description
- Document Category (unlimited categories can be created)
- Publicly Available (document can be downloaded via direct link)
- Password Protection (document password-protected)
- Display in Sidebar
- Email Notification: Notify all assigned customers
- Access Restriction by Customers and Customer Groups
System Configuration Settings:
- Enable in Frontend (per website)
- Upload Path in Magento 2 Media Folder
- Allowed File Extensions (e.g., PDF, JPG, JPEG)
- Email Sender & Template for New Document Notification
- Display at sidebar
- Upload path
- Resync upload path
- CC Recipient for Email Notifications
- BCC Recipient for Email Notifications
- Allowed search fields for frontend document search
- Enable automatic link of documents
- Define link pattern (e.g. ORDER-$increment_id)
- Show message when linked documents are empty
Optimize Your Document Management Today
Integrate our Magento 2 Document Management Module into your store and benefit from efficient, centralized management of your business documents. Contact us for more information and see how this powerful tool can transform your eCommerce business.
- ✅ 100% open source - no encryption, no restrictions
- ✅ Stable and mature solution developed by experienced Magento 2 experts
- ✅ Delivered with a comprehensive user manual for a smooth start
- ✅ Significant cost savings compared to custom development
- ✅ Support packages (6 or 12 months) include support, updates, and upgrades
- ✅ Easy updates via Composer - just the way it should be
We also offer optional services:
- ✅ Installation service - quick, secure, and hassle-free
- ✅ Custom modifications tailored to your project
- ✅ Development of custom Magento 2 extensions - upon request
How many Magento installations is the license valid for?
Is installation included in the price?
What payment methods are available for ordering the modules?
What does the order process look like?
I need a custom modification of the module
Can I install a demo version locally?
What is the update policy / support like?
I already have a license. How can I perform an update?
I have another question - how can I best contact you?
Installation & configuration are generally not included in the price. We'd be happy to assist you with seamless integration into your system.
You can pay by credit card (via Stripe) or bank transfer (prepayment).
After credit card payment, you'll immediately receive access credentials to download the module via Composer. For bank transfer payments, access is granted once the invoice is paid.
Custom requests? No problem! We tailor our Magento 2 modules to your project and maintain a dedicated internal version, so we always know exactly what's running on your system in case of support requests.
As we deliberately avoid any form of software tracking or encryption, we unfortunately cannot provide a local demo version. However, our public demo shop is always up to date — feel free to test the module there under real conditions.
If you have any questions about specific features, feel free to contact us.
You can add a support package to your order. It includes assistance, updates, and upgrades related to the module. You don't need to subscribe continuously — only when you need it.
You can easily purchase an update by credit card.
You can complete the purchase on the license update page.
Feel free to contact us by email.
customerdocuments [1.3.2] - 2024-12-30customerdocuments [1.3.1] - 2024-10-25customerdocuments [1.3.0] - 2024-10-07customerdocuments [1.2.0] - 2024-09-24customerdocuments [1.1.6] - 2024-08-07customerdocuments [1.1.5] - 2024-07-22customerdocuments [1.1.4] - 2024-05-17customerdocuments [1.1.3] - 2024-04-22customerdocuments [1.1.2] - 2024-03-06customerdocuments [1.1.1] - 2023-09-24customerdocuments [1.1.0] - 2023-08-29customerdocuments [1.0.11] - 2023-03-03customerdocuments [1.0.10] - 2023-01-24customerdocuments [1.0.9] - 2022-10-14customerdocuments [1.0.8] - 2022-08-03customerdocuments [1.0.7] - 2022-05-17customerdocuments [1.0.6] - 2022-04-23
Fixed
- Fixed issue with sorting parameters in frontend My Documents section
Changed
- Changed logic of email store: Now, the store for the selected template will be fetched from the customer's store_id
Fixed
- PHP 8.3 compatibility bugfixes
- Fixed ambigious column issue in customer documents grid
- Fixed sorting issue in customer documents grid
Added
- Added fulltext search in customer documents admin grid
- Added pager and limit feature for frontend customer documents grid
Changed
- Moved the customer_group values (previously stored as comma-separated values) into a dedicated relation table customer_document_customer_group for better data management
- Added a data migration patch to transfer existing customer group data into the new relation table
- Improved performance when handling large datasets by optimizing database queries and reducing memory usage
- Changed System class for displaying extension information
Fixed
- Fixed issue with Cronjob DeleteMissingFiles
Added
- Added link entity: Now customer documents can be linked to any entity in Magento 2, e.g. orders or invoices
- Added automatic cronjob to connect the documents based on defined patterns (defined in the system configuration)
- Added functionality to both use password protection and public document (see README.md for further instructions)
- Added feature to show documents per category, added system configuration
- Added system configuration: Show Document Name
- Added system configuration: Show Password Notice
- Added system configuration: Delete Missing Files (Cronjob)
- Added support for Magento_RemoteStorage (by using Filesystem method of Magento 2)
- Added Magento_CSP Compatibility (works for Magento 2.4.7 onwards)
Changed
- Changed to a more secure approach for password protected documents
- Changed config paths (a Patch will automatically move your settings)
- Removed MageB2B\CustomerDocuments\Helper\Common (in favor of Helper\Data class)
- Removed MageB2B\CustomerDocuments\Helper\Config (in favor of Magento\Framework\App\Config\ScopeConfigInterface class)
- Removed MageB2B\CustomerDocuments\Helper\Logger (in favor of \Psr\Log\LoggerInterface class)
- Renamed "Publicly Available" to "Is Public"
- Use yesnoSource Class for Customer Document Form
Fixed
- Removed action columns for Download Report menu
Fixed
- Fixed icon issue on Download Report menu in admin area
Changed
- Updated README.md
Added
- Added patch to add General category if it doesnt exist (to avoid issue when accessing category grid in admin with empty categories)
Fixed
- PHP 8.2 compatibility bugfixes
Changed
- Improved email template
Changed
- PHP docs
Added
- Added search filter for searching customer documents in frontend
Added
- Added a store config "Enable Sidebar" - only if store config is enabled, sidebar block will be rendered
Fixed
- Fixed various issues around grid filter, added category dropdown filter instead of text
- Fixed mass action delete on grid
Added
- Added a button "resync upload path" to resync the upload path after changed, so every file will be moved automatically
Changed
- replaced setFrom() method with setFromByScope()
Added
- Added uninstall routine
Fixed
- PHP8 Compatibility bugfixes
Added
- Field updated_at added
- Added password on document grid
Fixed
- Removed new button from report grid
Fixed
- Composer.json bugfixes
Specification
Compatibility:
Magento 2 (2.4.3 - 2.4.8)
Current Version:
1.3.2