Link Documents

Customer Documents can automatically link uploaded files to Magento entities (orders, invoices, shipments) based on filename patterns.

What “Linking” Means

Linking allows you to show related documents on:

order view
invoice view
shipment view

Configuration

Configure under:

Stores >Configuration > MageB2B > Customer Documents > Link Documents

Settings:

Enabled automatic link of documents
Entity Patterns (pattern list)
Show message when linked documents are empty

Pattern Syntax

Patterns use placeholders in curly braces, replaced with entity data.

Example (order PDF by increment id):

order-{increment_id}.pdf

The nightly process builds expected filenames from your configured patterns and links matching documents automatically.

Supported entity types in the core module:

order
invoice
shipment

Additional entity types can be provided by compatible add-ons or custom integrations.

Cron

The linking process runs nightly:

link_customer_documents (daily 03:00)

See: Cron Jobs

Known Limitation

Depending on installed version/customization, the option "Show message when linked documents are empty" may behave inconsistently in some storefront contexts.
If you rely on this message for customer guidance, test it in your exact theme and checkout/account setup.