Customer Documents

Customer Documents gives each buyer a controlled document library inside Magento. Administrators can upload a file or link to an approved external host, choose who may access it, set a validity period and track downloads.

Typical documents include contracts, certificates, safety data sheets, price agreements, invoices and product manuals.

The customer account provides a searchable My Documents area. Buyers can narrow the list by file details, dates, categories or tags and then open an eligible document from the result row.

My Documents with an assigned safety data sheet and active tag filter

How access is decided

A document can be available through one or more of these paths:

direct assignment to a customer
assignment to a customer group
public access
assignment to products for storefront product or cart presentation
linking to an order, invoice, shipment or credit memo

Website scope, validity dates, password protection and download limits are checked in addition to the assignment. Marking a document public does not bypass those checks.

Where documents appear

Customers > Customer Documents in Magento Admin
My Documents in the customer account
an optional customer-account sidebar block
product pages for assigned product documents
customer order, invoice, shipment and credit memo views for linked documents
an optional ZIP download for eligible customer or cart documents

Start here

Install Customer Documents.
Configure storage, display and security.
Review admin permissions.
Create a document and assign its audience.
Test the result as the intended customer in the correct website and store view.

Feature guides

For common questions and diagnosis, see the FAQ and Troubleshooting guides.

Optional packages

REST API for administrator or integration-token management
GraphQL for customer-facing document queries and download preparation
CSV Import/Export for Magento Import/Export and command-line imports
Hyvä Compatibility
Sample Data for non-production evaluation

See the Add-ons overview for the package names and intended use of each optional component.

View the product page