How do I display the Document Records region on Redwood Person pages?

You can display the Document Records region in the relevant sections of Redwood Personal Details and Identification Info pages by using a page property in VB Studio.

Let’s say you want to display the Document Records region in the Name section of the Redwood 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. If the page property isn't set, then the Document Records region won't be displayed.

Here are some key points to note:

A Document Records action will be associated with each section on the Person pages where you set the page property. Clicking 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.
The Document Record is created using the Document Record Type defined in the page property, and the attachments are stored within that Document Record.
Multiple attachments can be uploaded 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.
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.

Key Points about the Document Type

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.