Manage model documents

Add or delete documents available on individual models in your inventory.

A standard model documentation, validation report, and ongoing monitoring report documents are provided by default.

These stock documents cannot be deleted, only edited.

Prerequisites

• You are logged in to ValidMind.
• The model is registered in the model inventory.¹
• Document types² and document templates³ have been set up for use.
• You are assigned a role with sufficient permissions to create or modify documents on models.⁴

¹ Register models in the inventory

² Manage document types

³ Customize document templates

⁴ Manage permissions

Add model documents

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁵

3. In the left sidebar that appears for your model, click Documents.

4. Click Create Document.

5. Enter in the document details:

   • document title — Title of your document.⁶
   • document type⁷ — The type of your document.
   • document source — Upload a PDF file or select from an existing document template.⁸

6. Click Create Document to add the document to your model.

⁵ Working with the model inventory

⁶ A unique document ID will automatically be created from the title.

⁷ Manage document types

⁸ Customize document templates

Edit model documents

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁹

3. In the left sidebar that appears for your model, click Documents and select a document file.

4. Jump to any section of the document by clicking on a heading you would like to view.

5. In any section of the document, click to add or edit content.¹⁰

   Use the text editor functions to edit the content of the section.

⁹ Working with the model inventory

¹⁰ Work with content blocks

Delete model documents

Deletion of documents on models is permanent and cannot be undone.

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.¹¹

3. In the left sidebar that appears for your model, click Documents.

4. Hover over the document you want to delete.

5. When the appears, click on it and select Delete to remove the document.

6. After you confirm, the document type will be deleted from the model.

¹¹ Working with the model inventory

What’s next

Learn more about how to work with the default document types within the ValidMind Platform:

• Working with model documentation
• Preparing validation reports
• Ongoing monitoring