Manage document types
Customize the document types available to your organization. Document types have their own configurable and reusable templates.
Managing documents
Set up and manage documents and document types, categories of record-related content, for use on records across your organization within the ValidMind Platform.
Manage document defaults
To change the default settings for all documents within your organization:
In the left sidebar, click Settings.
Under Documents, select General to enable or disable tracked changes by default or numbered table and figure captions:
Enabling tracked changes by default for your organization will disable the following within simple text blocks:1
- The ability to reference field values in the form of variables
- Content draft generation with AI
Under Document Defaults, toggle whether you would like to Enable Track Changes by Default2 for all content blocks within documents for your current active organization.
Under Document Defaults, toggle whether you would like to Enable Numbered Table and Figure Captions for test results inserted within documents3 for your current active organization.