Work with document versions

Save read-only versions of your documents in the ValidMind Platform for reference and archival purposes.

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.²
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.³

¹ Register records in the inventory

² Managing documents

³ Manage permissions

Save document versions

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.

4. Click on the document file you want to save a version of.⁵

5. On the document overview page, click Save Version.

6. Enter your Notes for the version.

7. Click Save Version to create a read-only version of that document that captures the contents in the current state.

⁴ Working with the inventory

⁵ Managing documents

⁶ View record activity

⁷ Workflow step types

Each saved version is added to the record’s activity with its version number, your notes, and a link to the version.⁶ When a workflow step includes a document selection, users pick from these saved versions.⁷

NoneDocument versions can only be saved once every 5 minutes.

If you save another version before 5 minutes is up, you’ll receive a warning toast message asking you to try again later.

View saved document versions

1. In the left sidebar, click Inventory.

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

3. In the left sidebar that appears for your record, click Documents and select the Saved Versions tab.

4. Click on the document file you want to review the saved version for.⁹

⁸ Working with the inventory

⁹ Managing documents