1.0.7The Documents module lets a snow-clearing operator manage all customer-related paperwork in one place — contracts, invoices, proofs and receipts. Documents are uploaded, assigned to a customer (and optionally to a property or job), and reliably appear both in the operator's admin view and in the customer portal. Missing paperwork can be requested directly from the customer. Beyond storage, the module builds contracts from Markdown templates with auto-filled placeholders (customer, property, company, date), renders them to PDF, and sends them for online signing via NoSign — the sealed, legally valid PDF flows automatically back into the module. A status dashboard and automatic reminders keep the signing process on track. Features at a glance - Document management — upload PDFs, images and Office files (up to 10 MB), filter by type and customer, view and download securely through an authorized route (no public links). - Customer & property linking — every document belongs to a customer, optionally to a property or job; customer-scoped storage makes lookups easy and GDPR-compliant deletion trivial. - Customer portal — customers see their own documents; operators can request missing paperwork on demand. - Contract builder — contracts from templates or free text (Markdown), injection-safe placeholders, CommonMark→PDF render pipeline. - Online signing (NoSign) — self-service operator onboarding, send-for-signature, HMAC-verified return of the sealed PAdES PDF, status dashboard, automatic reminders and revocation. - Secure & shared-hosting friendly — non-public file storage, content-MIME sniffing, generated filenames, two-step hard delete; runs without a long-lived queue worker (cron/sync-robust).
Kategorie: Documents
Tags: Documents
Teil der Sammlung Schneespur Module