Magento 2 Extension Customer Documents

It gives merchants a controlled way to publish files in customer accounts. SoftwareSilo combines a My Documents library with access rules, categories, tags, product assignments, sales-document links, notifications, and download reporting.

It suits B2B stores, manufacturers, distributors, service providers, and project businesses that need to deliver contracts, certificates, manuals, price files, delivery records, or other account-specific documents.

Magento Open Source has order, invoice, shipment, and credit memo views, but it does not provide this general-purpose customer document library with assignment and access controls. SoftwareSilo adds that workflow.

Customers use My Documents in their account. Merchants can also enable a navigation link, a sidebar block, product-page downloads, and links from related sales documents.

Yes. A document can be assigned to individual customer accounts. Multiple customer assignments are also possible when the same file belongs to a defined set of accounts.

Yes. Customer-group assignments are supported, which is useful for dealer levels, service groups, wholesale tiers, or other Magento customer segments.

Yes. The Is Public setting creates a public download path. Use it only for material intended for open access, and add a password when the public link still needs an extra check.

Yes. Password protection works for both access models. The storefront validates the password before serving the document.

Yes. Valid From and Valid To fields determine when an eligible document is visible and downloadable.

Yes. A maximum download value can be set on a document, and the module keeps a download counter.

Yes. The download report stores access activity so administrators can review retrieval instead of relying only on email delivery.

Yes. The optional ZIP action collects eligible internally hosted documents. Password-protected documents and external URLs are excluded because each requires a separate access path.

Merchants can use categories and tags. The My Documents list can be grouped by category, filtered by tags, and configured to show selected columns.

Yes. Assign documents to products and enable the product document view. The module then shows eligible files in the configured product-page location.

Yes. Document links support order-related contexts including orders, invoices, shipments, and credit memos. Customers can open the file from the related frontend view.

Yes. A cron task can match document filenames against configured patterns and create links to the corresponding sales entities.

Yes. New-document notifications are queued and sent by cron. The store can limit attachment size so large files remain account downloads instead of oversized email attachments.

Yes. External document URLs are supported. Configure an allowlist of trusted hostnames to avoid sending customers to arbitrary domains.

Enable filename obfuscation and block the document storage directory in the Apache or Nginx configuration. Customers should receive files through the module's checked download route.

Yes. Store configuration contains an allowed-extension list and a maximum upload size. PHP and web-server limits still apply.

The optional cleanup cron checks for document records whose files no longer exist and removes stale entries. The module also reports a clear error when a requested file is absent.

No. REST and SOAP endpoints are supplied by the separately licensed Customer Documents API add-on. The base module contains the underlying repositories and storefront workflow.

Yes, through a separate GraphQL add-on. It provides customer document queries, categories, filtering, pagination, password-aware downloads, and remaining-download information.

Yes, through the separate Import/Export add-on. It integrates with Magento import/export and includes a CLI import command, including product-link mapping.

Yes, with the separate Hyva compatibility package. It supplies customer lists, product downloads, linked documents, tag filters, password handling, and ZIP behavior for Hyva storefronts.

They overlap on customer-specific files, notifications, validity, download limits, reporting, and API use. SoftwareSilo also documents customer-group access, categories and tags, product assignments, sales-document links, passwords, public files, ZIP, GraphQL, import/export, and Hyva packages.

Webkul focuses on catalog attachments for products and categories, with product views in orders and email. SoftwareSilo starts with a customer account library and adds product placement as one part of a broader document-delivery workflow.

Swissup documents customer file uploads during checkout and from order views. SoftwareSilo primarily lets the merchant deliver controlled documents to customers and connect them to products or sales documents.

No. It stores and delivers documents that already exist or links to external files. PDF generation, contract creation, and accounting document creation are separate processes.

It is a Magento customer delivery and access layer, not an enterprise authoring or records-management suite. Use it when documents belong in the commerce account and connect another system through add-ons when that system remains the source.

The license is valid for one Magento installation, including multi-website operation. In addition, the module may be installed on any number of development or staging servers. You can find further details in our license terms.

Installation and configuration are not included in the price. On request, we can support you with a smooth integration into your system.

Composer is PHP's package manager, and Magento 2 uses it to install modules and their dependencies. After purchase, the commands for your module are available under Licenses in your customer account. First add the private SoftwareSilo repository and your license token. Then install the listed package with composer require and run php bin/magento setup:upgrade and php bin/magento cache:clean.

You can pay by credit card (Stripe) or bank transfer (prepayment). For credit card payments, the order is processed immediately and the access credentials are provided directly in a separate follow-up email.

After credit card payment, you immediately receive access credentials to obtain the module via Composer. For bank transfer, access is granted once the invoice is paid.

Custom requests are no problem. We tailor our Magento 2 modules to your project and maintain a dedicated internal version so we always know exactly what runs on your system for support.

On each module detail page, you can request your own demo instance and test the module intensively for 7 days. However, we do not provide a local demo version.

No, the source code of our modules is not encrypted. If you need a customization, feel free to send us a request. We will get back to you promptly with a non-binding quote.

You can add a support package to your order. It includes assistance as well as updates and upgrades related to the module. No continuous subscription is required.

You can complete the license update here. If you have an active support package, you receive updates automatically via Composer. If your support package has expired, you can renew your license here or in your account.

You can reach us anytime via eMail.