{"id":545634,"date":"2026-07-14T07:42:55","date_gmt":"2026-07-14T07:42:55","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=545634"},"modified":"2026-07-14T07:43:03","modified_gmt":"2026-07-14T07:43:03","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>Tenants can easily upload documents for 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>Uploaded documents can be managed, downloaded, or removed whenever needed.<\/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<p><\/p>\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 easily 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 isolated document workspace, so customer files stay secure and company-specific.<\/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\">Tenant Document Management<\/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):<\/strong> The tenant admin sets the maximum file size that can be uploaded for customer documents.<\/p>\n\n\n\n<p><strong>Allowed Types:<\/strong> The tenant admin specifies the file formats that customers and tenants can upload, such as PDF, CSV, XLS, DOC, and other supported document types.<\/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>Here, the admin can view the list of all created customer documents. <\/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>In addition, with the help of this module, the admin can easily add any required document for a&nbsp;<strong>specific or individual customer<\/strong>.<\/p>\n\n\n\n<p> Admin can navigate through<strong>\u00a0Customers>>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>By hitting the&nbsp;<strong>Create Document<\/strong>&nbsp;button admin can easily add the document to a&nbsp;<strong>specific\/individual customer<\/strong>.<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>Tenant customers can easily access and view all the documents assigned to them by the admin directly from their <strong>customer profile<\/strong> section.<\/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>And, Customers can also check all the marketing documents by clicking on the&nbsp;<strong>Marketing<\/strong>&nbsp;button.<br><\/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\">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 v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\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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