Manage document types

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

Model documentation, validation report, and ongoing monitoring report document types are provided by default.

These stock document types cannot be deleted, only edited.

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.
   • Indicate the display order of this document type in lists and menus.
   • Toggle whether this document type should auto initialize when model is created.
   • Select the model stakeholder types² that should have write permissions for this document type.

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

² Manage model stakeholder types

Once created, customize the available templates for your document type.³

³ 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, 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, click on it and select Delete to remove the document type.

3. After you confirm, the document type will be deleted.

Model documentation, validation report, and ongoing monitoring report document types are stock types and cannot be deleted.

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