Magento 2 extension customer documents

  • Admin Document Categories List
  • Admin Document Category Add
  • Admin Document Category Added
  • Admin Document List
  • Admin Document Edit
  • Admin Document Edit Customers Tab

Functional overview

  • Uploading of documents for customers
  • Assign name, description and file per document
  • Restrict the documents by customer groups & customers
  • Send email to the customer when they got a new customer document
  • Configuration option, whether to encrypt download links
  • 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

Create documents for your customers and customer groups

This extension for Magento easily allows you to create documents for single customers or customer groups. You can create a new document, add a title and description, upload the document you like to display for download and assign customers and / or customer groups to access this document.

Restriction affected for customer & customer groups

Only the customers which are assigned to this document are able to download them. Although another customer has e.g. the download link, he will not be able to download the document either.

Importing documents via CSV file

You can also import the documents via csv file. A sample csv file is linked with the package you will receive after purchasing the extension.

Easy to customize

The template file for displaying the documents in forntend is very easy to customize and you can modify the template to your own needs.

Email notification in case of a new document

The extension supports to send out an email to all subscriber / assigned customers & customer groups when a new document was created. If you don't need this functionality, you can also decide to turn off it.

Awesome interface - automate your process with SOAP and REST API

Our extension comes with both SOAP and REST API to automate the process, e.g. from your ERP system to upload and easily display the documents from your ERP system in Magento on the fly!

Public APIs

Public APIs allows you to connect the software with your CRM or ERP Software, likely as SAP, Microsoft Dynamics, Microtech, etc.

  • 100% Open Source
  • Stable and mature software solution
  • Big discount in comparison to creating this extension individually
  • Customizing and further adaptation on request
  • With a yearly support fee you get guaranteed support, updates and upgrades
  • Easy update through composer
  • Extensive documentation

We are offering additional services:

  • Installation service
  • Support package for updates & upgrades (6 or 12 months selectable)
  • Custom delevopment from your request (RFQ)
  • Development of a custom extension regarding your needs

Please fill out the following information in order to receive the credentials for our demo environment. You will automatically receive them to the email address provided.

For how many Magento instances one license is valid ?

Your license is valid for one Magento installation, including scopes (store views, websites ect.).
In addition to this, you can install our extensions on various development- or staging server.

Is the installation included in the price ?

The installation is not included in the price. When you purchase you can opt to an installation service for sure.
We are happy to give you a service to integrate our extensions in your system.

What payment methods are available for purchasing the extensions ?

We offer Credit Card (by Stripe) as well as Bank transfer (prepayment).

How's the order process going?

After paying by Credit Card you will immediately get the credentials to download the extension via composer. As for payment by bank transfer, you will receive the credentials once the invoice has been paid.

I need a specific customization of your extension

We are one of the fewest service provider which are offering customizations towards our extensions. Herefore, we create a new internal version of our extension to give you an excellent support and consider the made customizations for ongoing support requests.

Can I install a demo version before purchasing on my local machine ?

As we have no influence on the use once the extension is installed on your system, we can not offer you a local demo version. We keep our demo system, however, always up to date and invite you to test the extension completely on our demo system.

What's about your update policy ?

You can book the support package for your order. With this support package you also get other support around the extension. Included in the support package are updates for your selected Magento version.

I have a question - how can I get in touch with you ?

Just send us an email.

customerdocuments [1.1.4] - 2024-05-17


  • Added patch to add General category if it doesnt exist (to avoid issue when accessing category grid in admin with empty categories)
customerdocuments [1.1.3] - 2024-04-22


  • PHP 8.2 compatibility bugfixes


  • Improved email template
customerdocuments [1.1.2] - 2024-03-06


  • PHP docs
customerdocuments [1.1.1] - 2023-09-24


  • Added search filter for searching customer documents in frontend
customerdocuments [1.1.0] - 2023-08-29


  • Added a store config "Enable Sidebar" - only if store config is enabled, sidebar block will be rendered


  • Fixed various issues around grid filter, added category dropdown filter instead of text
  • Fixed mass action delete on grid
customerdocuments [1.0.11] - 2023-03-03


  • Added a button "resync upload path" to resync the upload path after changed, so every file will be moved automatically
customerdocuments [1.0.10] - 2023-01-24


  • replaced setFrom() method with setFromByScope()


  • Field updated_at added
  • Added password on document grid


  • Composer.json bugfixes

Please note: The license is usable for staging- and development environments without restrictions.



Magento 2 CE/EE (2.4.x)