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
Streamline Document Workflows in Your Magento 2 B2B Environment
The Magento 2 Customer Documents extension by MageB2B empowers you to efficiently manage and distribute critical documents directly within your Magento 2 platform. Enhance customer communication, streamline internal processes, and ensure secure access to essential information.
- Centralized document repository for customer-specific files
- Role-based access control for enhanced security and compliance
- Automated notifications for new and updated documents
- Seamless integration with existing Magento 2 workflows
- Public/private document settings for controlled access
- Password protection for sensitive documents
- Comprehensive download reports for audit trails
- CSV import/export for efficient bulk operations [Add-On]
- REST & SOAP API for integration with enterprise systems [Add-On]
- Compatibility with Amazon S3 and other remote storage solutions
- Document linking to orders, invoices, and shipments for contextual access
Key Features for Enterprise-Grade Document Management
Our Magento 2 Document Management Module provides a robust and scalable solution for managing documents in complex B2B environments. From streamlined workflows to enhanced security, this module delivers the features you need to optimize your document-related processes.
Core Capabilities:
- Centralized Document Repository: Upload, categorize, and manage all customer-related documents within the Magento 2 backend.
- Role-Based Access Control: Define granular access permissions for users and groups, ensuring data security and compliance.
- Automated Email Notifications: Automatically notify customers about new or updated documents, improving communication and engagement.
- Frontend Integration: Enable customers to securely access and download relevant documents directly from their accounts.
- CSV Import/Export (Add-On): Streamline bulk document management with efficient CSV import and export capabilities.
- REST & SOAP API (Add-On): Integrate document management seamlessly with your existing enterprise systems via robust API interfaces.
- Contextual Document Linking: Link documents to specific orders, invoices, or shipments for easy access and improved context.
Use Cases for B2B Commerce:
- Secure Quote and Invoice Delivery: Provide customers with secure access to quotes and invoices, improving transparency and payment efficiency.
- Comprehensive Product Documentation: Offer detailed product documentation to empower customers and reduce support inquiries.
- Streamlined Contract Management: Manage and distribute contract documents efficiently, ensuring compliance and reducing legal risks.
- Public Document Sharing: Securely share certificates, compliance documents, and other public information with a broad audience.
Benefits for IT Decision Makers and CEOs:
- Enhanced Operational Efficiency: Streamline document workflows, reduce manual effort, and improve overall productivity.
- Improved Customer Satisfaction: Provide customers with easy access to essential information, enhancing their experience and loyalty.
- Reduced Compliance Risks: Ensure secure document management and access control, minimizing the risk of data breaches and compliance violations.
- Seamless System Integration: Integrate document management with your existing Magento 2 infrastructure and enterprise systems via robust APIs.
- Scalable Solution: Meet the growing demands of your B2B business with a scalable and reliable document management solution.
Granular Document Control:
Configure document-level settings to meet specific business requirements:
- Define document visibility (public/private)
- Implement password protection for sensitive content
- Control download limits
- Assign documents to specific customer segments
Flexible System Configuration:
Customize the module to align with your existing infrastructure and workflows:
- Enable/disable module functionality per website
- Configure upload paths and allowed file extensions
- Customize email notification templates
- Define document linking patterns
- Integrate with remote storage solutions (e.g., Amazon S3)
Transform Your Document Management Today
Empower your B2B operations with efficient, secure, and scalable document management. Contact us to learn how our Magento 2 extension can streamline your processes and enhance customer satisfaction.
- ✅ 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
- ✅ Fast support - guaranteed within 48 hours during the support period
- ✅ 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).
If you choose to pay by credit card, your order will be processed immediately and you will receive the Composer access details directly in the order confirmation.
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.
Unfortunately, we 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 [1.4.5] - 2025-06-11customerdocuments [1.4.4] - 2025-06-06customerdocuments [1.4.3] - 2025-05-28customerdocuments [1.4.2] - 2025-05-22customerdocuments [1.4.1] - 2025-05-07customerdocuments [1.4.0] - 2025-04-29customerdocuments [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 [1.0.11] - 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 accessing the customer documents category menu in admin area
Fixed
- Fixed issue when creating document and customers/customer groups within the same request
Added
- Added feature to download all documents as ZIP file (the password protected files, if any, will be automatically excluded) - disabled by default
Added
- Added link "My Documents" in the customer head section (store config, enabled by default)
Added
- Added Public URL on Admin UI Form to copy & paste the URL easily
Changed
- Added DB column created_at to email notification table
Fixed
- Fixed error message shown when customer document file was deleted in edit form
- Fixed wrong error message on public download when password was not provided
- Fixed sorting issue under My Documents
- Fixed incorrect value display for "Is Public" under My Documents
Added
- Added "Max Downloads" attribute to define a maximum number of allowed downloads per document
- Added added email notification table to check if any errors occured during sending process
- Added system store config option to directly add document as attachment inside the email
Changed
- Changed email to queue processing using cronjob
- Refactored complete Admin UI using UI forms
- Changed Category, Customer and CustomerGroup Classes/Models to add prefix "Document" (CustomerRepository -> DocumentCustomerRepository)
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
Added
- 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
customerdocuments [1.1.0] - 2023-08-29
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()
Fixed
- 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 OpenSource / Commerce (2.4.3 - 2.4.8)
Current Version:
1.4.5