Document Type in Person Pages

You need to keep these points in mind when you’re setting up the document type to use in Person pages:

• The expectation is that the document record type that's selected in the page property is set once and isn't changed. If it's changed, then any previous document records created using the prior document record type won't be shown in the section. The previous document records with the prior document record type can be viewed only on the standalone Document Records page for the worker.
• On the Redwood Person pages, only the Document Name attribute is displayed. Any other attributes that you configure for your document type won’t be visible.
• You can configure additional attributes, but you must remember not to set them to Required because they can’t be updated from Person pages. They’re available only on the standalone Document Records page.
• You can set a value for minimum attachments, but most other settings aren’t used in this integration. It’s intended to support basic attachment storage alongside person objects. For advanced document record features, you need to create and manage the document record directly in the Document Records page rather than from the Person pages.
• It’s possible to create a document record without associating any attachments. To avoid this scenario, configure your Document Type with a minimum number of attachments of 1.