The AIRBYTES Magento 2 extension for customer documents is a powerful tool for e-commerce businesses using the Magento platform. Contracts, invoices, and other crucial files that are specific to a customer can be easily uploaded and managed by store owners. These documents can then be accessed and downloaded by customers directly from their account pages, providing a convenient and secure way for them to access important information. The extension also offers a variety of customization options, such as the ability to set expiration dates and require customer approval, making it a versatile solution for businesses of all sizes. In this article, we are going to examine plugin features, pricing, backend, and frontend.
Table of contents
What is the AYRBITES extension used for? Let’s go over the question.
You can take advantage of features like:
- Simple customer-specific document upload and management, including contracts, invoices, and other crucial files.
- Customers have direct access to these documents from their account pages, giving them a quick and secure way to access crucial information.
- Options for customization, such as the capacity to specify expiration dates and demand customer consent
- The choice for setting document status (active or inactive)
- Download the document in PDF format as an option
- Counting downloads for each document is a choice
- Possibility to control the document’s visibility for particular customer groups
- Language setting options for documents
- Possibility of customizing the document’s title and description
Additionally, you will benefit from things like:
- Restriction affected for customer & customer groups. Only the clients who have been given access to this document may download it. Even if a different client, for instance, has the download link, he won’t be able to download the document either.
- Easy to customize. The document display template file is very simple to modify so that it can be tailored to your specific needs.
- Email notification in case of a new document. When a new document is created, the extension allows for the automatic sending of emails to all subscriber, assigned, and customer groups. You can also choose to disable this functionality if you don’t require it.
- Public APIs. You can connect the software with your CRM or ERP program, like SAP, Microsoft Dynamics, Microtech, etc., thanks to public APIs.
Let’s now discuss the plugin’s backend capabilities.
Customer Documents Grid
A dashboard containing all customer documents is the most crucial component. It contains the following columns:
- ID. It serves as the document’s unique identification number in this grid.
- Name. A custom document name.
- Description. You can read a concise custom description of the document here.
- Path. An individual path for each document is contained in this column.
- Publicly Available. Status: Yes/No is displayed here.
- Customer Groups. You can see the customer groups that have attached documents here.
- Customer Emails. You can see client emails here.
- Updated At. You can find information about the most recent updates to this document in this column.
- Created At. The information about the time this document was written.
- Category. Classification of the documents.
- Action. Edit or Delete.
Two tabs—Customer Documents and Customers—are present when you create a new document. You can specify parameters like name and description with the first one. Additionally, you can upload a file, enable or disable public access, and select whether to display the document in the sidebar here. Next, you choose a document category (you can manually create them), turn on or off email notifications, and set customer group restrictions.
You can assign specific customers to the new document using the Customers tab.
You are presented with a grid of document categories here. ID, Name, and Action columns are visible.
To add a new category, you need only fill its name of it.
In conclusion, the AIRBYTES Magento 2 extension for customer documents is a valuable tool for any e-commerce store using the Magento platform. It allows for easy and secure storage and management of customer documents, such as ID and invoices, directly within the Magento admin panel. This not only improves the efficiency of your store’s operations, but also enhances the customer experience by providing a seamless and convenient way for customers to upload and access their documents. We recommend you to try this app for $399.