Customer Documents Extension
Overview
The MageB2B Customer Documents module adds a document center to Magento:
- Manage customer documents in Admin (documents, categories, tags)
- Show documents in the customer account (“My Documents”)
- Optional public download links, password protection, validity ranges, ZIP download, and automation (cron)
Key Features
Access control
- Restrict documents by customer and/or customer group
- Optional public documents (downloadable without login)
- Optional external URLs with hostname whitelist (security)
Document lifecycle
- Validity:
valid_from/valid_todate ranges - Max downloads per document with counter
- Download report and customer-visible “My Documents”
UX features
- Category grouping in “My Documents”
- Tag-based filtering in “My Documents”
- Configurable visible columns in the “My Documents” list
- Optional product page document block for eligible documents
- Optional sidebar block (
sidebar.additional) - Optional ZIP download of all eligible documents
Feature Guides
- Access Control
- Categories
- Product Assignments
- Product Page Downloads Tab
- Downloads & Security
- Email Notifications
- Link Documents
Available Add-Ons
These are separate Composer packages/modules:
API Add-On
Adds REST API endpoints for managing documents, categories, assignments, and links.
Import/Export Add-On
Adds “Customer Documents” entity support to Magento’s built-in Import/Export UI and a CLI import command.
Sample Data (Optional)
mageb2b/customerdocuments-sample-data (useful for testing).
Where To Find It In Magento
- Admin menu:
Customers >Customer Documents - Configuration:
Stores >Configuration > MageB2B > Customer Documents - Frontend:
Customer Account >My Documents(route:/customerdocuments/index/index)
Quick Start
- Installation Guide - Install the extension in your Magento 2 store
- Configuration - Configure storage, security, and notifications
- Admin Permissions (ACL) - Set up roles and integration users
System Requirements
- Magento 2.4.6 - 2.4.8
- PHP 8.1 - 8.5