> ## Documentation Index
> Fetch the complete documentation index at: https://www.twicecommerce.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer - Documents

> Manage files and documents associated with a customer

export const viewAccessDefinition = "Read-only access without ability to make changes.";

export const editAccessDefinition = "Update and read data, but cannot create or delete.";

export const manageAccessDefinition = "Create, update, read, and delete data.";

export const permissionsDefinition = "The actions you are authorized to perform.";

export const visibilityDefinition = "Which features, sections, or data tables are visible to you.";

export const userRoleDefinition = "What a user can see and do. Each user has one built-in system role — Owner, Admin, Manager, or Member — and can also be assigned any number of custom roles you create with specific permissions. Effective access is the combination of all their roles.";

<Frame caption="Customers > [Customer] > Documents">
  <img src="https://mintcdn.com/twicecommerce/JxIwwhJBSe50yPLx/images/customer-documents-tab.webp?fit=max&auto=format&n=JxIwwhJBSe50yPLx&q=85&s=92f1d8f0251196875c65842c0e257043" alt="Customer documents tab showing attached files" width="1920" height="1080" data-path="images/customer-documents-tab.webp" />
</Frame>

<Info>
  This view can look different dependent on your user role. <br />See [Visibility & Permissions](#visibility-and-permissions) for details.
</Info>

<Card title="Open in TWICE Admin" icon="external-link" href="https://admin.twicecommerce.com/customers" horizontal>
  customers/\[customer-id]/documents
</Card>

## Primary Purpose

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

<AccordionGroup>
  <Accordion title="Upload Documents">
    Attach contracts, agreements, identification, or compliance documentation to customer profiles.
  </Accordion>

  <Accordion title="Verify Identity">
    Store ID documents or verification records for KYC compliance or age verification requirements.
  </Accordion>

  <Accordion title="Organize Files">
    Categorize documents by type and add descriptions for easy retrieval and audit purposes.
  </Accordion>

  <Accordion title="Rename Files">
    Rename any uploaded file from the row actions menu. The file's storage location stays the same — only the display name changes.
  </Accordion>

  <Accordion title="Maintain Compliance">
    Keep required documentation accessible for regulatory compliance and audit requests.
  </Accordion>
</AccordionGroup>

## Related Concepts

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

<AccordionGroup>
  <Accordion title="Data Security">
    Customer documents are stored securely with encryption and access controls to protect sensitive information.
  </Accordion>

  <Accordion title="Retention Policies">
    Document retention follows your business policies and regulatory requirements for data management.
  </Accordion>
</AccordionGroup>

## Visibility and Permissions

Access to this view is controlled by your <Tooltip tip={userRoleDefinition}>user role</Tooltip>.

<Tabs>
  <Tab title="Visibility" icon="eye">
    | Feature          | Admin | Manager | Member |
    | ---------------- | ----- | ------- | ------ |
    | View Documents   | ✓     | ✓       | ✗      |
    | Upload Files     | ✓     | ✓       | ✗      |
    | Rename Files     | ✓     | ✓       | ✗      |
    | Delete Documents | ✓     | ✗       | ✗      |
  </Tab>

  <Tab title="Permissions" icon="key">
    | Resource            | Admin  | Manager | Member |
    | ------------------- | ------ | ------- | ------ |
    | Document Management | Manage | Edit    | View   |
    | File Upload         | Manage | Edit    | View   |
  </Tab>
</Tabs>