Manage document templates

View and swap between different document templates or template versions, or duplicate and delete templates.

Prerequisites

• You are logged in to ValidMind.
• To swap between templates or template versions, more than one template or version must exist for that document type.¹
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.²

¹ Manage document types

² Manage permissions

View document templates

To review the existing templates available to your organization:

1. In the left sidebar, click Settings.

2. Under Documents, select Templates.

3. Select one of the tabs for the document type with the templates you want to view:

   • Documentation³
   • Validation Report⁴
   • Ongoing Monitoring⁵
   • Custom⁶

   Displayed in list view is an overview of information for templates under that specific document type.

4. Select one of the available templates to view detailed information about the template:⁷

³ Working with model documentation

⁴ Preparing validation reports

⁵ Ongoing monitoring

⁶ Working with model documents

⁷ 
• Versions & outlines: Customize document templates
• Types: Working with model documents

Right column:

• Template name
• Template version (drop-down selection)
• Template version owner
• Version creation date
• Version notes
• Models using selected template version
• Template outline

Left column:

• Template type
• Template description
• Template owner
• Template creation date
• Models using that template and which versions

Swap document templates

NoneWhen swapping templates, only the document structure is changed.

• Any modifications that you might have made to content is preserved inside each content block or section.
• If you are not sure which template or which version of a template your document is using, you can also check and compare between different templates and versions of templates.

Switch a document to a completely different template, or apply another version of your current template:

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁸

3. In the left sidebar that appears for your model, click Documents.

4. Select the document you want to view the template for:

   • Click Search to search for documents by keywords in the document title.
   • Click Sort to reorder the list using different criteria in ascending or descending order.⁹

5. On your document’s detail page, locate document template.

6. View the currently applied template and version, or swap to another template or version:

⁸ Working with the model inventory

⁹ 
• title — Sort by title alphabetically.
• type — Sort by document type alphabetically.
• date created — Sort by creation date.
• date updated — Sort by last update date.

Searching and sorting of fields stack.

For example, if you first search by keyword for ValidMind without clearing that search, any additional sorting applied will only apply to the results returned by that initial search.

View currently applied templates

1. Click on the named version of the template.

2. Select View Template Details to open the details for the template applied to that document.

Swap between templates

1. Click on the named version of the template.

2. Select Update Document Template to swap to a different template or template version:

   • Under template, choose a new template to switch to.
   • Under version, choose a different version of the same template to switch to.

3. Review the differences between the switched templates or template versions to confirm that you want to apply those changes.

4. Click Apply Changes to Template to complete the swap.

Duplicate document templates

To duplicate an existing template and start with version one of that new template:

1. In the left sidebar, click Settings.

2. Under Documents, select Templates.

3. Select one of the tabs for the type of template you want to duplicate:

   • Documentation¹⁰
   • Validation Report¹¹
   • Ongoing Monitoring¹²
   • Custom¹³

4. Click on the template to duplicate and on the template details page, select Duplicate Template.

5. In the Duplicate Template modal that opens, give your copy a template name and a template description.

6. Click Duplicate Template to create a copy of your template.

¹⁰ Working with model documentation

¹¹ Preparing validation reports

¹² Ongoing monitoring

¹³ Working with model documents

Once duplicated, customize your new template to your needs, making it available for use with model documentation or validation reports.

Delete document templates

ImportantTemplate deletion is permanent and cannot be undone.

• Deleting a template deletes all versions of that template.¹⁴
• Templates can only be deleted if they are not in use by any documents.

¹⁴ Customize document templates

Delete templates no longer required by your organization:

1. In the left sidebar, click Settings.

2. Under Documents, select Templates.

3. Select one of the tabs for the document type with the templates you want to view:

   • Documentation¹⁵
   • Validation Report¹⁶
   • Ongoing Monitoring¹⁷
   • Custom¹⁸

4. Select the template you would like to delete by clicking on it.

   Review the details of the template to confirm the template is no longer required.¹⁹

5. Click Delete Template to remove that template.

   Once you confirm, the template will be deleted.

¹⁵ Working with model documentation

¹⁶ Preparing validation reports

¹⁷ Ongoing monitoring

¹⁸ Working with model documents

¹⁹ View document templates

To delete a template without reviewing template details:

1. Hover over the template until the appears, then click on it.
2. Select Delete.