docs: Edit document template outline directly from document

[validbeck]

Pull Request Description

What and why?

sc-14815

If permissions are assigned to your role by document type, you can now edit the template outline for a document directly from that document. Docs have been updated to reflect this functionality.

How to test

Click on the live previews and compare the screencaps:

page	OLD	NEW
Manage document types
Customize document templates
Manage document templates	old.mov	new.mov

What needs special review?

n/a

Dependencies, breaking changes, and deployment notes

Important

Permissions page update is covered by sc-5927; to avoid overlapping I left editing that page out of this PR.

Release notes

You're now able to edit template outlines directly from specific active model documents, streamlining your documentation processes.

Manage document templates

Checklist

• What and why
• Screenshots or videos (Frontend)
• How to test
• What needs special review
• Dependencies, breaking changes, and deployment notes
• Labels applied
• PR linked to Shortcut
• Unit tests added (Backend)
• Tested locally
• Documentation updated (if required)
• Environment variable additions/changes documented (if required)

[github-actions]

PR Summary

This PR refines and extends the documentation for editing document templates and their outlines. The changes introduce a dual mode of editing, based on whether a custom metadata tag is present. Specifically:

• New guidance has been added for editing template outlines either through the Settings panel or directly on model documents. These instructions are conditionally displayed using metadata flags (with and without the customize: true tag).

• A new reusable include file (_outline-editing-mode.qmd) has been created to standardize the instructions during outline editing mode. This file describes how to expand, rename, remove, reorder sections, and add new sections and content blocks.

• The documentation now clarifies the process involved in saving changes. In one mode, after making edits, users are instructed to create a new version via side-by-side comparisons, while in the alternate mode directly editing on documents requires users to click "Done Editing" to apply changes.

• Minor content adjustments have been made in other related files (such as manage-document-templates.qmd and manage-document-types.qmd) to update references and improve consistency in the workflow instructions. Updated footnotes and internal links ensure that users are directed to the correct supplementary guides.

Test Suggestions

• Manually verify that when the customize metadata tag is present or absent, the correct set of instructions appears on the page.
• Check that the _outline-editing-mode include file renders correctly within both editing contexts (from Settings and on documents).
• Validate that the updated footnotes and internal links point to the expected sections of the documentation.
• Perform a review on different output formats (HTML, revealjs) to ensure conditional content is displayed appropriately.

[github-actions]

Lighthouse check results

⚠️ WARN: Average accessibility score is 0.87 (required: >0.9) — Check the workflow run

Show Lighthouse scores

Folder depth level checked: 0

Commit SHA: ea9e1b6

Modify the workflow to check a different depth:

• 0: Top-level navigation only — /index.html, /guide/guides.html, ...
• 1: All first-level subdirectories — /guide/.html, /developer/.html, ...
• 2: All second-level subdirectories — /guide/attestation/*.html, ...

Page	Accessibility	Performance	Best Practices	SEO
/developer/validmind-library.html	0.85	0.66	1.00	0.82
/get-started/get-started.html	0.85	0.71	1.00	0.73
/guide/guides.html	0.81	0.69	1.00	0.82
/index.html	0.93	0.67	1.00	0.82
/releases/all-releases.html	0.86	0.69	1.00	0.73
/support/support.html	0.91	0.68	1.00	0.82
/training/training.html	0.85	0.65	0.96	0.73

[github-actions]

Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

[panchicore]

🌮 🍦 beautiful!