Share account documents with a customer

  • Resolved dbhayward

    (@dbhayward)


    8 months ago

    Hi all,

    I am looking to implement a section for a customer account where I can share a number of policy docs with them, specific to their order.

    note: this is not a digital product download, the customer will purchase a custom holiday package and I want to share all the relevant documents with them for easy access under their customer account.

    It is not clear to me how the default ‘downloads’ page works – can I add as many documents to this by default or do I require something more custom.

    any advice or relevant links would be much appreciated!

    thanks

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  • Hey there, @dbhayward! Thanks for contacting us. I’m happy to help you.

    It is not clear to me how the default ‘downloads’ page works – can I add as many documents to this by default or do I require something more custom.

    The download section of the My Account page will show the available downloadable products that customer has. So, from what I understand, it wouldn’t fit your needs.

    To do that, you would need a plugin.

    From what you mentioned, I believe Ultimate Memberships might be a good fit.

    It can grant access based on Products purchased, and it has the option to upload files. You can test it out with the 30-day money-back guarantee policy and we will be happy to help you with anything you need.

    If you want to look for other options, you can search for on the Plugins > Add New section of your dashboard or on a search engine like Google, for example.

    Please note that we do not provide support for third-party plugins, so it is good to check the plugin thoroughly to see if it is reliable. You can find more about this in this guide.

    Please let us know if there’s anything else we can do to help or if you have any questions.

    Have a wonderful day!

    We haven’t heard back from you in a while, so I’m going to mark this as resolved – we’ll be here if and/or when you are ready to continue.

Viewing 2 replies - 1 through 2 (of 2 total)
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