How You Add Document Records for Contacts

Use the Family and Emergency Contacts page to add document records for a person’s contacts who don't have any associated active or inactive work relationships.

When you delete a contact relationship, it doesn’t delete a contact’s document records. You can't add a document record for a contact whose addition is pending approval. You can add if there are any changes pending approval for an existing contact.

Security for the document records is based on the person and not the assignment. For example, a contact's document records are retrieved based on the person's security profile and not the assignment-level security. You can create a document type security profile and apply it to the role to control the visibility of certain types of document records. Security defined for the person record applies for the contact record as well.

Here are some key points to note.

• For existing or terminated workers, you can upload documents from the main Document Records page.
• You can’t configure the Document Records action from the Transaction Design Studio.
• You can only use document types that aren’t assignment-based.