Export documents

Export model documentation, validation reports, and ongoing monitoring reports as Microsoft Word files (.docx).

​ValidMind supports Word 365, Word 2019, Word 2016, and Word 2013.

Prerequisites

• You are logged in to ValidMind.
• There are models registered in the model inventory.¹
• Documents exist and are completed or are in progress for your model.²
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.³

¹ Register models in the inventory

² Working with model documents

³ Manage permissions

Export model documentation

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁴

3. In the left sidebar that appears for your model, click Documents and select the Latest or Saved Versions tab.⁵

4. Click on a Documentation type file.⁶

5. In right sidebar, click Export Document.

   Configure whether or not comments⁷ left on your document should be exported in your document.

6. Click Download File to download the file locally on your machine.

⁴ Working with the model inventory

⁵ Work with document versions

⁶ Working with model documentation

⁷ Collaborate with others

Export validation report

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 and select the Latest or Saved Versions tab.⁹

4. Click on a Validation Report type file.¹⁰

5. In right sidebar, click Export Document.

6. Configure what is exported in your document by checking off the relevant boxes:

   • Include compliance summary¹¹
   • Include validation guidelines information¹²
   • Include validation guideline adherence details
   • Include comments left on document¹³

7. Click Download File to download the file locally on your machine.

⁸ Working with the model inventory

⁹ Work with document versions

¹⁰ Preparing validation reports

¹¹ Assess compliance

¹² Manage validation guidelines

¹³ Collaborate with others

Export ongoing monitoring reports

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.¹⁴

3. In the left sidebar that appears for your model, click Documents and select the Latest tab.¹⁵

4. Click on an Ongoing Monitoring type file.¹⁶

5. In right sidebar, click Export Document.

   Configure whether or not comments¹⁷ left on your document should be exported in your document.

6. Click Download File to download the file locally on your machine.

¹⁴ Working with the model inventory

¹⁵ Work with document versions

¹⁶ Ongoing monitoring

¹⁷ Collaborate with others