Export documents

Export model documents 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 assigned a 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 documents as Microsoft Word or PDF files

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. Select a document to export. What information is available to export depends on the document type:

   • Development⁶ — Model documentation
   • Validation⁷ — Validation reports
   • Monitoring⁸ — Ongoing monitoring reports
   • Other custom document types⁹

5. In right sidebar, click Export Document.

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

   • validation reports only Include compliance summary¹⁰
   • validation reports only Include validation guidelines information¹¹
   • validation reports only Include validation guideline adherence details
   • Include comments left on document¹²

7. Choose your file format:

   • DOCX¹³ — To update the table of contents, click Yes when Word prompts you to update fields.
   • PDF¹⁴ — 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.

⁴ Working with the model inventory

⁵ Work with document versions

⁶ Working with model documentation

⁷ Preparing validation reports

⁸ Ongoing monitoring

⁹ Manage document types

¹⁰ Assess compliance

¹¹ Manage validation guidelines

¹² Collaborate with others

¹³ To update the table of contents, click Yes when Word prompts you to update fields.

¹⁴ Your document will be exported as a PDF with formatting preserved. The table of contents and links are generated automatically.