Display Document Records in Family and Emergency Contacts Page

You can display the Document Records region on the Redwood Family and Emergency Contacts page by using the Set Document Type for a Family or Emergency Contact page property in VB Studio.

Set the page property to the Document Record type that will be used when an attachment is added.

When the page property isn't set:

• Self-service users don’t see the Document Records action or region.
• Elevated users still see the Document Records action, and it navigates to the standalone Document Records page.

When the page property is set:

• A Document Records action will be associated with each contact in the My contacts list in the Family and Emergency Contacts page. Selecting the action opens a panel drawer that displays the Document Record and its associated attachments.
• A Document Records region is available on the contact details page when creating or editing a contact.
• Both the panel drawer and the Document Records region display the same attachments.
• When you add or edit a contact, you can create a document record by adding it in the separate Document Records region of the page.