Export documents

Export model documentation, validation reports, and ongoing monitoring reports as XML-based Microsoft Word (.docx) or Adobe Portable Document Format .pdf files.

NoneMicrosoft Word compatibility

Documents exported from ​ValidMind are compatible with Word 365, Word 2019, Word 2016, and Word 2013.

Prerequisites

• You are logged in to ValidMind.
• There are models registered in the model inventory.¹
• Documents exist and are completed or are in progress for your model.²
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.³

¹ Register models in the inventory

² Working with model documents

³ Manage permissions

Export model documentation

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁴

3. In the left sidebar that appears for your model, click Documents and select the Latest or Saved Versions tab.⁵

4. Click on a Documentation type file.⁶

5. In right sidebar, click Export Document.

   • Check off whether or not comments⁷ left on your document should be exported in your document
   • Choose your file format — DOCX,⁸ PDF⁹

6. Click Download File to download the file locally on your machine.

⁴ Working with the model inventory

⁵ Work with document versions

⁶ Working with model documentation

⁷ Collaborate with others

⁸ To update the table of contents, click Yes when Word prompts you to update fields.

⁹ Your document will be exported as a PDF with formatting preserved. The table of contents and links are generated automatically.

Export validation reports

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.¹⁰

3. In the left sidebar that appears for your model, click Documents and select the Latest or Saved Versions tab.¹¹

4. Click on a Validation Report type file.¹²

5. In right sidebar, click Export Document.

6. Configure what is exported in your document by checking off the relevant boxes:

   • Include compliance summary¹³
   • Include validation guidelines information¹⁴
   • Include validation guideline adherence details
   • Include comments left on document¹⁵

7. Choose your file format:

   • DOCX — To update the table of contents, click Yes when Word prompts you to update fields.
   • PDF — Your document will be exported as a PDF with formatting preserved. The table of contents and links are generated automatically.

8. Click Download File to download the file locally on your machine.

¹⁰ Working with the model inventory

¹¹ Work with document versions

¹² Preparing validation reports

¹³ Assess compliance

¹⁴ Manage validation guidelines

¹⁵ Collaborate with others

Export ongoing monitoring reports

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.¹⁶

3. In the left sidebar that appears for your model, click Documents and select the Latest tab.¹⁷

4. Click on an Ongoing Monitoring type file.¹⁸

5. In right sidebar, click Export Document.

   • Check off whether or not comments¹⁹ left on your document should be exported in your document
   • Choose your file format — DOCX,²⁰ PDF²¹

6. Click Download File to download the file locally on your machine.

¹⁶ Working with the model inventory

¹⁷ Work with document versions

¹⁸ Ongoing monitoring

¹⁹ Collaborate with others

²⁰ To update the table of contents, click Yes when Word prompts you to update fields.

²¹ Your document will be exported as a PDF with formatting preserved. The table of contents and links are generated automatically.