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Customer documents tab showing attached files

Customers > [Customer] > Documents

This view can look different dependent on your user role.
See Visibility and permissions for details.

Open in TWICE Admin

customers/[customer-id]/documents

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Primary purpose

The Documents tab allows you to attach and manage files related to the customer such as contracts, ID verification, or agreements.
Attach contracts, agreements, identification, or compliance documentation to customer profiles.
Store ID documents or verification records for KYC compliance or age verification requirements.
Categorize documents by type and add descriptions for easy retrieval and audit purposes.
Rename any uploaded file from the row actions menu. The file’s storage location stays the same — only the display name changes.
Keep required documentation accessible for regulatory compliance and audit requests.
Here are a few key concepts of TWICE Commerce that relate to Customer Documents.
Customer documents are stored securely with encryption and access controls to protect sensitive information.
Document retention follows your business policies and regulatory requirements for data management.

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Visibility and permissions

This tab is gated by customers:customer_documents, in the four operations — , , and . All four system roles — Owner, Admin, Manager and Member — hold every operation on this. For what each operation means and the full role matrix, see Users & Roles.

Verify customer identity

Identity documents, and the retention decision to make first.

Handle a data request

Deleting a document as part of an erasure request.