Key Points About Integrating Document Records in Person Pages

Here are some key points to note about the document records integration in all Person pages:

• The document record is created using the document record type defined in the page property, and the attachments are stored within that document record.
• You can upload multiple attachments to the associated document record.
  Note: To add more than one attachment, you need to associate the attachment in the same place where you added the first one.
• For page sections that are date-effective, such as Name and Demographic info, if changes are made over time, then the Document Records region will be displayed in each date-effective record, and all attachments are shown in each row.
• You can preview the Document Record attachments.
• Once you associate a document record in the Person page, you can remove all the attachments, but you can’t delete the document record from the Person pages. You’ll continue to see a document record, with just the Name attribute.
• You can delete the document record on the standalone Document Records page. If a document record is deleted from the Document Records page, then that document record and its attachments will no longer be displayed anywhere, including on the Person page.
• If you delete a date-effective row from an object such as Name or Demographic info, the document record and its associated attachments will remain on other date-effective rows.
• If you delete the object from the person page, the document record and its associated attachments will be deleted.
• After a document record has been created in the Person page, you can also view the details from the Document Records page.