Export documents

Export 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 records registered in the inventory.¹
• Documents exist and are completed or are in progress for your record (model).²
• You are assigned a role with sufficient permissions to perform the tasks in this guide.³

¹ Register records in the inventory

² Working with documents

³ Manage permissions

Export documents as Microsoft Word or PDF files

1. In the left sidebar, click Inventory.

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

3. In the left sidebar that appears for your record, 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 — Development 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:

   • Include compliance summary¹⁰ validation reports only
   • Include validation guidelines information¹¹ validation reports only
   • Include validation guideline adherence details validation reports only
   • Include comments left on document¹²
   • Include tables and figures appendix¹³ development reports only

7. Choose your file format:

   • DOCX¹⁴ — To update the table of contents, click Yes when Word prompts you to update fields.
   • PDF¹⁵ — 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 inventory

⁵ Work with document versions

⁶ Working with documentation

⁷ Preparing validation reports

⁸ Ongoing monitoring

⁹ Manage document types

¹⁰ Assess compliance

¹¹ Manage validation guidelines

¹² Collaborate with others

¹³ If your organization enabled numbered table and figure captions, this option adds an appendix that includes tables, charts, and figures that use captions in the document. If the organization setting is off, the checkbox cannot be selected.

¹⁴ To update the table of contents, click Yes when Word prompts you to update fields.

¹⁵ Your document will be exported as a PDF with formatting preserved. The table of contents and links are generated automatically.