Manage document types

Customize the document types available to your organization. Document types have their own configurable and reusable templates.

NoneDevelopment, Validation, and Monitoring document types are provided by default.

These stock document types cannot be deleted, only edited:

• Development — Development documentation, such as model documentation
• Validation — Validation reports
• Monitoring — Ongoing monitoring reports

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add document types

1. In the left sidebar, click Settings.

2. Under Documents, select Document Types.

3. Click Add Document Type.

4. Enter in the document type details:

   • Provide a name and an optional description.
   • Toggle whether this document type should be automatically created when record is registered.
   • Select the inventory record types that should have access to this document type.²
   • (Optional) Under default on inventory record types, select which inventory record types should display this document type by default.
   • (Optional) Toggle a default template for this document type.³
   • Select the inventory record stakeholder types⁴ that should have update document permissions for this document type.⁵
   • (Optional) Select the inventory record stakeholder types that should have update document outline permissions for this document type.⁶

5. Click Create Document Type to add your document type.

² Manage inventory record types

³ Select a template to be assigned as default from the drop-down menu.

⁴ Manage record stakeholder types

⁵ Manage documents

⁶ 
• At least one inventory record stakeholder type must be assigned to update document permissions in order to adjust update document outline permissions.
• Manage document templates

Once created, customize the available templates for your document type.⁷

⁷ Customize document templates

Edit or delete document types

1. In the left sidebar, click Settings.

2. Under Documents, select Document Types.

3. Edit or delete document types as desired.

Edit document types

1. Hover over the document type you want to edit.

2. When the appears under the Actions column, click on it and select Edit to change your document type’s details.

3. Click Update Document Type to apply your changes.

Delete document types

1. Hover over the document type you want to delete.

2. When the appears under the Actions column, click on it and select Delete to remove the document type.

3. Click Yes, Delete Document Type to confirm permanent deletion of that document type.

ImportantDevelopment, Validation, and Monitoring document types are stock types and cannot be deleted.

In order to delete a document type, there must be no records using that document type.