Customer Documents - TWICE Commerce

This view can look different dependent on your user role.
See Visibility & Permissions for details.

Open in TWICE Admin

customers/[customer-id]/documents

The Documents tab allows you to attach and manage files related to the customer such as contracts, ID verification, or agreements.

Upload Documents

Attach contracts, agreements, identification, or compliance documentation to customer profiles.

Verify Identity

Store ID documents or verification records for KYC compliance or age verification requirements.

Organize Files

Categorize documents by type and add descriptions for easy retrieval and audit purposes.

Rename Files

Rename any uploaded file from the row actions menu. The file’s storage location stays the same — only the display name changes.

Maintain Compliance

Keep required documentation accessible for regulatory compliance and audit requests.

Here are a few key concepts of TWICE Commerce that relate to Customer Documents.

Data Security

Customer documents are stored securely with encryption and access controls to protect sensitive information.

Retention Policies

Document retention follows your business policies and regulatory requirements for data management.

Access to this view is controlled by your .

Feature	Admin	Manager	Member
View Documents	✓	✓	✗
Upload Files	✓	✓	✗
Rename Files	✓	✓	✗
Delete Documents	✓	✗	✗

Resource	Admin	Manager	Member
Document Management	Manage	Edit	View
File Upload	Manage	Edit	View