Person Profile - Documents

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The purpose of this document is to help you navigate the Person Profile page.

In the bottom right corner is the Documents Card. 

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  • The circle with the number that appears after the heading indicates the number of documents linked to this person (excluding images).
  • Clicking on one of the visible links will automatically download the document. 
  • Only the first two documents are listed, but to see the full list or upload a new document or image, click on the (+) icon in the top right corner to open the document manager and see all documents and images. 
  • Once opened, the document manager behaves exactly as it did in the Classic User Interface. 
  • To close the document manager once it has been opened, you can close it at any time by clicking on the screen outside of the card, or clicking on the (x) symbol. 
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