{"id":545634,"date":"2026-07-14T07:42:55","date_gmt":"2026-07-14T07:42:55","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=545634"},"modified":"2026-09-18T11:55:52","modified_gmt":"2026-09-18T11:55:52","slug":"laravel-saas-customer-document-guide","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/laravel-saas-customer-document-guide\/","title":{"rendered":"User guilde for Laravel Saas Customer Document\u00a0"},"content":{"rendered":"\n<p><strong>Laravel SaaS Customer Document<\/strong> extension allows the tenant to upload documents for their customers.<\/p>\n\n\n\n<p>However, by uploading these documents, they can easily share important information related to products, orders, invoices, and other business-related records.<\/p>\n\n\n\n<p>Moreover, tenants can provide customers with marketing materials, promotional offers, discount details, and product-related documentation by uploading customer documents directly through the platform.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Features of Laravel Saas Customer Document&nbsp;<\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload documents for your customers.<\/li>\n\n\n\n<li>Documents can be uploaded for specific customers based on requirements.<\/li>\n\n\n\n<li>Customers can view and download their assigned documents.<\/li>\n\n\n\n<li>Tenants can upload product, invoice, and marketing-related documents.<\/li>\n\n\n\n<li>Manage, download or remove uploaded documents at any time.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation of Laravel eCommerce Customer Document<\/h3>\n<\/div><\/div>\n\n\n\n<p>Once you have successfully downloaded the&nbsp;zip&nbsp;file of the Laravel Saas Customer Document.<\/p>\n\n\n\n<p>Unzip the respective extension zip and then merge \u201c<strong>packages<\/strong>\u201d and \u201c<strong>public<\/strong>\u201d into the project root directory.<\/p>\n\n\n\n<p>Goto composer.json file and add following line under &#8216;psr-4&#8217;<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&quot;Webkul\\\\CustomerDocument\\\\&quot;: &quot;packages\/Webkul\/CustomerDocument\/src&quot;,\n&quot;Webkul\\\\CustomerDocumentSaas\\\\&quot;: &quot;packages\/Webkul\/CustomerDocumentSaas\/src&quot;<\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Goto bootstrap\/providers.php file and add following line under &#8216;providers&#8217;.<\/li>\n<\/ul>\n\n\n\n<pre class=\"EnlighterJSRAW\">Webkul\\CustomerDocument\\Providers\\CustomerDocumentServiceProvider::class,\nWebkul\\CustomerDocumentSaas\\Providers\\CustomerDocumentSaasServiceProvider:class<\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Run these commands below to complete the setup<\/li>\n<\/ul>\n\n\n\n<pre class=\"EnlighterJSRAW\">composer dump-autoload<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php artisan saas-customer-document:install<\/pre>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Tenant Document Management<\/h3>\n<\/div><\/div>\n\n\n\n<p>Super Admin can manage and control which tenants have access to the Customer Document module from a single dashboard.<\/p>\n\n\n\n<p>Each tenant gets its own document workspace, so customer files stay separate between stores.<\/p>\n\n\n\n<p>This gives Super Admin central control while letting every tenant use the module independently within their own store.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Configuring the module<\/h3>\n<\/div><\/div>\n\n\n\n<p>Once the tenant administrator logs in and enables the Customer Document module from the Configurations section, the feature becomes available across the tenant&#8217;s store.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-1\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/tenant-configurations.webp\" alt=\"tenant configurations\" class=\"wp-image-545703\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/tenant-configurations.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/tenant-configurations-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/tenant-configurations-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/tenant-configurations-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Status:<\/strong> The tenant admin enables or disables the SaaS Customer Document module.<\/p>\n\n\n\n<p><strong>Max Size Allowed (MB) (default &#8211; 5mb):<\/strong> The largest file you can upload. Leave it empty to use the 5 MB default.<\/p>\n\n\n\n<p><strong>Allowed types (ex: pdf, csv, xls, doc, etc):<\/strong> The file formats you accept, as a comma separated list. A file of any other type is refused when you try to save the document.<\/p>\n\n\n\n<p>Once admin have successfully saves the module. You will see the<strong>&nbsp;Customer Document Icon&nbsp;<\/strong>on the left side in the menu bar, as shown in the below image.<\/p>\n\n\n\n<p>Let the admin click on the Document Icon after that below page will open.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-2\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/admin-document-list.webp\" alt=\"Customer document list\" class=\"wp-image-545709\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/admin-document-list.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/admin-document-list-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/admin-document-list-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/admin-document-list-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Create Document<\/h3>\n<\/div><\/div>\n\n\n\n<p>The <strong>Documents<\/strong> screen lists every document you have created, with its type, status and creation date. <\/p>\n\n\n\n<p>If the admin wants to add a new document, they can click the <strong>Create Document<\/strong> button and provide the required document details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-3\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/document-creation.webp\" alt=\"create documentation\" class=\"wp-image-545711\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/document-creation.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/document-creation-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/document-creation-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/document-creation-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now the admin has to enter the required details while uploading the document such as :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: Enter the document name<\/li>\n\n\n\n<li><strong>Type:&nbsp;<\/strong>Select the type (If the document is related to the Product, the admin will choose the&nbsp;<strong>Product Type&nbsp;<\/strong>else admin can choose the<strong>&nbsp;Marketing<\/strong>).<\/li>\n\n\n\n<li><strong>Status<\/strong>: Select the document status as Active or Inactive.<\/li>\n\n\n\n<li><strong>Description:<\/strong>&nbsp;Enter the description.<\/li>\n\n\n\n<li><strong>Number of download Document<\/strong>: admin can set the maximum download limit.<\/li>\n\n\n\n<li><strong>File<\/strong>: Choose the file.<\/li>\n<\/ul>\n\n\n\n<p>Lastly and most importantly admin will click on the<strong>&nbsp;Save Document button<\/strong>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Add document for specific Customer<\/h3>\n<\/div><\/div>\n\n\n\n<p>You can also attach a document to one <strong>specific customer<\/strong>, so that nobody else sees it.<\/p>\n\n\n\n<p> Admin can navigate through<strong>&nbsp;Customers&gt;&gt;Customers<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-4\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customers.webp\" alt=\"customers list \" class=\"wp-image-545764\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customers.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customers-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customers-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customers-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Let\u2019s&nbsp;<strong>click on the edit button,&nbsp;<\/strong>after that the below page will be open.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-5\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-section.webp\" alt=\"customer document section\" class=\"wp-image-545768\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-section.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-section-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-section-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-section-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The <strong>Create Document<\/strong> button on that page adds a document visible only to that customer. The documents already assigned to them are listed below it.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-6\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-9.webp\" alt=\"customer specific document form\" class=\"wp-image-545773\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-9.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-9-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-9-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/laravel-customer-document-9-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Customer View<\/h3>\n<\/div><\/div>\n\n\n\n<p>Your customers find their documents under <strong>Documents<\/strong> in their account. The page opens on the <strong>Product<\/strong> tab and lists every document assigned to them, with the number of downloads they have left.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-7\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-site-product-doc-view.webp\" alt=\"customer product veiw list\" class=\"wp-image-545777\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-site-product-doc-view.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-site-product-doc-view-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-site-product-doc-view-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-site-product-doc-view-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Switching to the&nbsp;<strong>Marketing<\/strong>&nbsp;tab lists the documents you saved with the <strong>Marketing<\/strong> type. Customers download from either tab with the download icon on the row.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-8\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-marketing-doc.webp\" alt=\"customer-makrteing-doc\" class=\"wp-image-545780\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-marketing-doc.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-marketing-doc-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-marketing-doc-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/06\/customer-marketing-doc-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Things to know<\/h3>\n<\/div><\/div>\n\n\n\n<p><strong>Your documents stay inside your store.<\/strong> Documents you upload are visible only to you and your own customers. No other tenant on the platform can see them, list them, or open them, even with a direct link.<\/p>\n\n\n\n<p><strong>A document with no customer goes to everyone.<\/strong> When you create a document from <strong>Documents &gt;&gt; Create Document<\/strong> without attaching it to a customer, every customer of your store sees it. To limit a document to one person, add it from that customer&#8217;s page instead.<\/p>\n\n\n\n<p><strong>Inactive documents are hidden from customers.<\/strong> A document whose <strong>Status<\/strong> is Inactive stays in your list but never appears in a customer&#8217;s account. Set it to Active when you want it visible.<\/p>\n\n\n\n<p><strong>The download limit counts per customer.<\/strong> <strong>Number of download Document<\/strong> is how many times each customer may download that document, not a total shared between them. Once a customer uses up their downloads they see the message <em>&#8220;You have reached your maximum number of downloads for this file.&#8221;<\/em><\/p>\n\n\n\n<p><strong>Saving a document resets its download counts.<\/strong> Editing a document and clicking <strong>Save Document<\/strong> restores every customer&#8217;s remaining downloads to the <strong>Number of download Document<\/strong> value, including customers who had already used theirs. Keep this in mind when correcting a name or description on a document that is already in use.<\/p>\n\n\n\n<p><strong>Deleting a document removes its files.<\/strong> Deleting from the list, or with the <strong>Delete<\/strong> mass action, also removes the uploaded files. This cannot be undone.<\/p>\n\n\n\n<p><strong>The module needs an active plan.<\/strong> If your store&#8217;s subscription is not active you are taken to <strong>Plan Overview<\/strong> and the Documents screen is unavailable until a plan is chosen.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Support <\/h3>\n<\/div><\/div>\n\n\n\n<p>That\u2019s all for<strong>&nbsp;Laravel SaaS Customer Document<\/strong>, still, have any issue feel free to add a ticket.<\/p>\n\n\n\n<p>Also let us know your views to make the module better&nbsp;<a href=\"https:\/\/bagisto.uvdesk.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/bagisto.uvdesk.com\/en\/<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 <a href=\"https:\/\/webkul.com\/blog\/laravel-saas-customer-document-guide\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":679,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-545634","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>User guide for Laravel Saas Customer Document<\/title>\n<meta name=\"description\" content=\"Laravel SaaS Customer Document allows tenants to upload, organize, and manage customer documents securely within their SaaS store.\" \/>\n<meta name=\"robots\" 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