View development guidelines

View the guidelines for Development type documents associated with a template to ensure that you are compliant with documentation requirements.

NoneStatic PDF uploads do not contain documentation guidelines.

Only PDFs converted to editable documents,¹ documents generated by the ValidMind Library, or documents created in the ValidMind Platform contain documentation guidelines.

¹ Manage documents

Prerequisites

• You are logged in to ValidMind.
• The record you are documenting is registered in the inventory.²
• You are a Developer or assigned another role with sufficient permissions to perform the tasks in this guide.³

² Register records in the inventory

³ Manage permissions

NoneTo configure documentation guidelines for templates, you must have sufficient guideline permissions.

By default, the Customer Admin role has these permissions.

Steps

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 tab.⁵

4. Click on a Development type file.⁶

5. In any section of the documentation for a record, click ​ValidMind Insights™ in the top right corner to expand the ​ValidMind Insights™ sidebar.

   Guidelines are shown for each document section, associated with the template configured by your validation team.

⁴ Working with the inventory

⁵ Work with document versions

⁶ Working with documentation