User guilde for Laravel Saas Customer Document 

Laravel SaaS Customer Document extension allows the tenant to upload documents for their customers.

However, by uploading these documents, they can easily share important information related to products, orders, invoices, and other business-related records.

Moreover, tenants can provide customers with marketing materials, promotional offers, discount details, and product-related documentation by uploading customer documents directly through the platform.

• Tenants can easily upload documents for customers.
• Documents can be uploaded for specific customers based on requirements.
• Customers can view and download their assigned documents.
• Tenants can upload product, invoice, and marketing-related documents.
• Uploaded documents can be managed, downloaded, or removed whenever needed.

Once you have successfully downloaded the zip file of the Laravel Saas Customer Document.

Unzip the respective extension zip and then merge “packages” and “public” into the project root directory.

Goto composer.json file and add following line under ‘psr-4’

"Webkul\\CustomerDocument\\": "packages/Webkul/CustomerDocument/src",
"Webkul\\CustomerDocumentSaas\\": "packages/Webkul/CustomerDocumentSaas/src"

• Goto bootstrap/providers.php file and add following line under ‘providers’.

Webkul\CustomerDocument\Providers\CustomerDocumentServiceProvider::class,
Webkul\CustomerDocumentSaas\Providers\CustomerDocumentSaasServiceProvider::class

• Run these commands below to complete the setup

composer dump-autoload

php artisan saas-customer-document:install

Super Admin can easily manage and control which tenants have access to the Customer Document module from a single dashboard.

Each tenant gets its own isolated document workspace, so customer files stay secure and company-specific.

This gives Super Admin central control while letting every tenant use the module independently within their own store.

Once the tenant administrator logs in and enables the Customer Document module from the Configurations section, the feature becomes available across the tenant’s store.

Status: The tenant admin enables or disables the SaaS Customer Document module.

Max Size Allowed (MB): The tenant admin sets the maximum file size that can be uploaded for customer documents.

Allowed Types: The tenant admin specifies the file formats that customers and tenants can upload, such as PDF, CSV, XLS, DOC, and other supported document types.

Once admin have successfully saves the module. You will see the Customer Document Icon on the left side in the menu bar, as shown in the below image.

Let the admin click on the Document Icon after that below page will open.

Here, the admin can view the list of all created customer documents.

If the admin wants to add a new document, they can click the Create Document button and provide the required document details.

Now the admin has to enter the required details while uploading the document such as :

• Name: Enter the document name
• Type: Select the type (If the document is related to the Product, the admin will choose the Product Type else admin can choose the Marketing).
• Status: Select the document status as Active or Inactive.
• Description: Enter the description.
• Number of download Document: admin can set the maximum download limit.
• File: Choose the file.

Lastly and most importantly admin will click on the Save Document button.

In addition, with the help of this module, the admin can easily add any required document for a specific or individual customer.

Admin can navigate through Customers>>Customers.

Let’s click on the edit button, after that the below page will be open.

By hitting the Create Document button admin can easily add the document to a specific/individual customer.

Tenant customers can easily access and view all the documents assigned to them by the admin directly from their customer profile section.

And, Customers can also check all the marketing documents by clicking on the Marketing button.

That’s all for Laravel SaaS Customer Document, still, have any issue feel free to add a ticket.

Also let us know your views to make the module better https://bagisto.uvdesk.com/en/