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  1. Operational checks

Background Jobs

Customer Documents relies on Magento cron for notifications, entity links and cleanup.

Job Schedule Purpose
send_document_notification Every 30 minutes Sends queued document notification emails
link_customer_documents Daily at 03:00 Links matching files to configured entities
delete_missing_files Daily at 04:00 Removes records for missing local files when enabled
customerdocuments_cleanup_old_notifications Daily at 05:00 Removes notification records older than the configured retention period

Operational checks

Make sure Magento cron is running under the same release and filesystem context that can read the configured document directory.

If notifications remain pending, inspect the cron status, Magento logs and mail transport. If entity documents are not linked, confirm the filename pattern and wait for or run the linking schedule through your normal operations process.

Before enabling missing-file deletion, back up both the database and the document directory. Test with a non-production record so the team understands what the cleanup removes.

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