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
• 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

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.

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
• CC Recipient for Email Notifications
• BCC Recipient for Email Notifications

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
• 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