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 Person 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:

• When an attachment is uploaded, a Document Record will be created with the Document Record type selected from the page property.
• A name record can have multiple document records attachments uploaded.
• If changes are made to the person's name over time, then the Document Records region will be displayed in each date-effective record.
• You can preview the Document Record attachment.
• You can delete an existing Document Record from the Name section of the Personal Details page.
• After a Document Record has been created, you can also view the details of the Document Record from the Document Records page.
• If a Document Record is deleted from the Document Records page, then that record will no longer be displayed in the Name section of the Personal Details page.