Display Document Records in Personal Details and Identification Info Pages
On the Redwood Personal Details page, you can display the Document Records region in these sections:
- Name
- Biographical info
- Demographic info
- National identifiers
On the Redwood Identification Info page, you can display the Document Records region in these sections:
- Citizenship
- Driver's licenses
- Passports
- Visas and permits
Let’s say you want to display the Document Records region in the Name section of the Personal Details page. For this, you need to set the Set Document Type at the Name Section Level page property to the Document Record type that will be used when an attachment is added.
A Document Records action will be associated with each section on the Person pages where you set the page property. Selecting the action opens a panel drawer that displays the document record and its associated attachments.
When you add or update information such as Name, Citizenship, or National ID for a person, you can create a document record by providing its name and adding attachments.