Configuration

Configure under: Stores >Configuration > MageB2B > Customer Documents (section id: customerdocuments).

General Settings

  • Enabled at frontend (customerdocuments/general/active)
  • Enable at sidebar: outputs a sidebar block in sidebar.additional
  • Enable head link: adds “My Documents” link in customer header links
  • Upload path: folder under pub/media/ where files are stored
  • Obscure Filename: hides the original filename during download
  • Allowed External Domains: hostname whitelist for external document URLs
  • Allowed Extensions and Maximum Upload File Size (MB)
  • Show Documents per Category: groups the list by category
  • Enable ZIP Download: allow customers to download all eligible docs as ZIP
  • Delete Missing Files: nightly cleanup of DB records without files
  • Delete notifications after X days: cleanup of notification history
  • Product View Mode: control if and how documents are shown on product pages
  • Show Document Name: control filename/title visibility in customer-facing lists
  • Password Hint Message: optional hint shown for password-protected documents
  • My Documents Columns: choose which columns are visible in the customer table

See:

Email Settings

  • Sender identity and template
  • CC/BCC receivers
  • Attach file to email (only if file is below “Maximum Email Attachment Size (MB)”)

See: Email Notifications

Search Settings

  • Allowed search fields for “My Documents” search.

Controls the cron-based feature that links documents to entities (e.g. orders/invoices) using configurable patterns.

See: Link Documents

Next

Access Control Features → Managing Categories →

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