Email Notifications

Customer Documents can queue an email when a document is saved for customers. The queue is processed every 30 minutes, and each record is tracked as pending, sent or failed.

Configure delivery

Under Stores > Configuration > MageB2B > Customer Documents > Email Settings, choose:

• the Magento sender identity
• the notification email template
• optional CC and BCC recipients, separated with semicolons
• whether the local document file should be attached

Set Maximum Email Attachment Size to keep oversized files out of the message. When a file is not attached, the customer can still use the protected download path described by the template. External documents are links and are not attached as local files.

Queue a notification

Enable the document's email option and assign the intended customers. Save the document, then check Customers > Customer Documents > E-Mail Notification for its queue state.

Group assignment can create notifications for several customers, so test the audience before enabling email on a widely assigned document.

Troubleshooting

If a notification remains pending, confirm Magento cron and the mail transport. For failed records, inspect the error and Magento logs, correct the cause, then select the rows in the notification grid and use the Resend mass action. Delete removes records you no longer want to retry.

If the message arrives without an expected attachment, check that the document is a readable local file, attachment delivery is enabled and the file is within the configured size limit.

Use a dedicated template that clearly names the document and tells the customer where to find it. Do not include document passwords in the same email as the download link.