Manage document templates

View and swap between different versions of your document templates within the ValidMind Platform. Switch to a completely different template, or apply another version of your current template.

• When 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.

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

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

³ Working with model documentation

⁴ Preparing validation reports

⁵ Ongoing monitoring

⁶ Working with model documents

⁷ 
• Template name
• Template version
• Template type
• Template description
• Template owner
• Models using that specific template version
• When that template was created
• Models using that template
• Template outline

Swap document templates

View templates applied to model documents or swap between templates or template versions:

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
   Note that 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.

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.

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.