docs: Edit document template outline directly from document

site/guide/templates/_customize-document-templates.qmd

@@ -3,7 +3,22 @@ Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 :::: {.content-visible unless-format="revealjs"}
-1. In the left sidebar, click **{{< fa gear >}} Settings**. 
+<!-- VISIBLE ONLY ON PAGES THAT HAVE A CUSTOM METADATA TAG:
+
+```includes:
+    custommize: true
+``` -->
+
+:::: {.content-visible when-format="html" when-meta="includes.customize"}
+Edit outlines for document templates from **{{< fa gear >}} Settings** or directly on model documents:
+
+::: {.panel-tabset}
+
+#### From **{{< fa gear >}} Settings**
+
+Editing outlines for document templates from **{{< fa gear >}} Settings** will create a new version of the template that can be applied to model documents:
+
+1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
 1. Under Documents, select **Templates**.
 
@@ -14,50 +29,63 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
    - **Monitoring**^[[Ongoing monitoring](/guide/monitoring/ongoing-monitoring.qmd)]
    - **Custom**^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
 
-1. Click the template to edit and on the template details page, select **{{< fa pencil >}} Edit Outline**. 
+1. Click the template to edit and on the template details page, select **{{< fa pencil >}} Edit Outline**.
 
-1. In outline editing mode, you can: 
+{{< include /guide/templates/_outline-editing-mode.qmd >}}
 
-   ::: {.panel-tabset}
+1. When you're done, click **Create New Version** to view a side-by-side comparison of your changes with the previous version:
+   - Add a description in **[version notes]{.smallcaps}** to track your changes.
+   - Click **Save** to save the new version.
 
-   #### Work with existing sections
+   Once saved, your new template version becomes available for use.
 
-   Expand sections
-   : Expand the menu for any sections with subsections by clicking **{{< fa chevron-down >}}**.
+#### On documents
 
-   Rename sections
-   : 1. Hover over a section until the **{{< fa pencil >}}** appears, then click on it to change the name. 
-   1. Save by clicking **{{< fa check >}}**.
+Editing outlines for templates on documents will only apply changes to that document's active template:
 
-   Remove sections
-   : 1. Hover over the section you want to delete. 
-   1. When the **{{< fa trash-can >}}** appears, click on it. 
-   1. After you confirm, that section will be removed. 
+1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
 
-   Reorder sections
-   : Click **{{< fa ellipsis-vertical >}}{{< fa ellipsis-vertical >}}** and hold firmly to drag to reorder sections.
+1. Select a model or find your model by applying a filter or searching for it.^[[Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)]
 
-   #### Add new sections and content
+1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** or **Saved Versions** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)]
 
-   Insert new sections
-   : Click **{{< fa plus >}}** to add a new section or subsection to the template:
-   - To add a section above the current section, select **{{< fa arrow-up >}} Section Before**.
-   - To add a section below the current section, select **{{< fa arrow-down >}} Section After**.
-   - To add a subsection within the current section, select **{{< fa arrow-right >}} Subsection**.
+1. Click on the document you would like to customize the template outline for.^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
 
-   Add content to sections
-   : In any section of a template that does not have child sections, click **{{< fa plus >}}** to add additional [content]{.smallcaps}:
-      - **{{< fa align-justify >}} Summary Block** [validation reports only]{.smallercaps .pink} 
-      - **{{< fa circle-check >}} Guideline Block**^[[Add guidelines to templates](/guide/model-validation/manage-validation-guidelines.qmd#add-guidelines-to-templates)] [validation reports only]{.smallercaps .pink} 
-      - **{{< fa align-left >}} Text Block**^[[Add text blocks via template outlines](/guide/templates/customize-document-templates.qmd#add-text-blocks-via-template-outlines)]
+1. On the template details page, click  **{{< fa pencil >}} Edit Outline**.
 
-   :::
+{{< include /guide/templates/_outline-editing-mode.qmd >}}
 
-1. When you're done, click **Create New Version** to view a side-by-side comparison of your changes with the previous version:
-   - Add a description in **[version notes]{.smallcaps}** to track your changes.
-   - Click **Save** to save the new version.
+1. When you're done, click **Done Editing** to apply your changes to that specific document's active template.
+
+:::
+
+::::
+
+<!-- VISIBLE ONLY ON PAGES THAT **DO NOT** HAVE A CUSTOM METADATA TAG:
+
+```includes:
+    customize: true
+``` -->
+
+:::: {.content-visible when-format="html" unless-meta="includes.customize"}
+Edit outlines for templates directly on documents to only apply changes to that document's active template:
+
+1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
+
+1. Select a model or find your model by applying a filter or searching for it.^[[Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)]
+
+1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** or **Saved Versions** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)]
+
+1. Click on the document you would like to customize the template outline for.^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
+
+1. On the template details page, click  **{{< fa pencil >}} Edit Outline**.
+
+{{< include /guide/templates/_outline-editing-mode.qmd >}}
+
+1. When you're done, click **Done Editing** to apply your changes to that specific document's active template.
+
+::::
 
-   Once saved, your new template version becomes available for use.
 
 ::::
 

site/guide/templates/_outline-editing-mode.qmd

@@ -0,0 +1,40 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+1. In outline editing mode, you can:
+
+   ::: {.panel-tabset}
+
+   #### Work with existing sections
+
+   Expand sections
+   : Expand the menu for any sections with subsections by clicking **{{< fa chevron-down >}}**.
+
+   Rename sections
+   : 1. Hover over a section until the **{{< fa pencil >}}** appears, then click on it to change the name. 
+   1. Save by clicking **{{< fa check >}}**.
+
+   Remove sections
+   : 1. Hover over the section you want to delete. 
+   1. When the **{{< fa trash-can >}}** appears, click on it. 
+   1. After you confirm, that section will be removed. 
+
+   Reorder sections
+   : Click **{{< fa ellipsis-vertical >}}{{< fa ellipsis-vertical >}}** and hold firmly to drag to reorder sections.
+
+   #### Add new sections and content
+
+   Insert new sections
+   : Click **{{< fa plus >}}** to add a new section or subsection to the template:
+   - To add a section above the current section, select **{{< fa arrow-up >}} Section Before**.
+   - To add a section below the current section, select **{{< fa arrow-down >}} Section After**.
+   - To add a subsection within the current section, select **{{< fa arrow-right >}} Subsection**.
+
+   Add content to sections
+   : In any section of a template that does not have child sections, click **{{< fa plus >}}** to add additional [content]{.smallcaps}:
+      - **{{< fa align-justify >}} Summary Block** [validation reports only]{.smallercaps .pink} 
+      - **{{< fa circle-check >}} Guideline Block**^[[Add guidelines to templates](/guide/model-validation/manage-validation-guidelines.qmd#add-guidelines-to-templates)] [validation reports only]{.smallercaps .pink} 
+      - **{{< fa align-left >}} Text Block**^[[Add text blocks via template outlines](/guide/templates/customize-document-templates.qmd#add-text-blocks-via-template-outlines)]
+
+   :::

site/guide/templates/customize-document-templates.qmd

@@ -8,12 +8,14 @@ aliases:
   - /guide/customize-documentation-templates.html
   - /guide/model-documentation/customize-documentation-templates.html
   - /guide/templates/customize-documentation-templates.html
+includes:
+    customize: true
 ---
 
 Customize templates for document types to fit your specific case-by-case needs, such as type or complexity of model or model use case.
 
-  - Templates are versioned and saving a template after making changes or reverting to a previous version state always creates a new version, or you can duplicate templates to create new independent templates in your library. 
-  - Document templates are stored as YAML files edited directly using the advanced editor, allowing you full control over the minitua such as desired guidelines. 
+  - Templates are versioned and saving a template after making changes or reverting to a previous version state always creates a new version, or you can duplicate templates to create new independent templates in your library.
+  - Document templates are stored as YAML files edited directly using the advanced editor, allowing you full control over the minitua such as desired guidelines.
   - We also provide a simplified editing experience to allow you to easily construct and rearrange the outline of your template.
 
 ::: {.attn}
@@ -22,7 +24,7 @@ Customize templates for document types to fit your specific case-by-case needs,
 
 - [x] {{< var link.login >}}
 - [x] The template you want to edit must exist in the {{< var validmind.platform >}}.[^1]
-- [x] You are a [{{< fa hand >}} Customer Admin]{.bubble} or assigned another role with sufficient permissions to perform the tasks in this guide.[^2] 
+- [x] You are a [{{< fa hand >}} Customer Admin]{.bubble} or assigned another role with sufficient permissions to perform the tasks in this guide.[^2]
 
 ::: {.callout title="Not sure which template or which version of a template your document is using?"}
 Check the [document template]{.smallcaps} section[^3] in the right sidebar.

site/guide/templates/manage-document-templates.qmd

@@ -29,6 +29,15 @@ View and swap between different document templates or template versions, or dupl
 
 {{< include /guide/templates/_view-document-templates.qmd >}}
 
+## Edit document template outlines
+
+::: {.callout}
+Permissions for directly editing document template outlines are defined by document type and determined by your organization's setup.[^3]
+
+:::
+
+{{< include _customize-document-templates.qmd >}}
+
 ## Swap document templates
 
 ::: {.callout title="When swapping templates, only the document structure is changed."}
@@ -41,14 +50,14 @@ Switch a document to a completely different template, or apply another version o
 
 1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
 
-2. Select a model or find your model by applying a filter or searching for it.[^3]
+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 **{{< fa file >}} Documents** and select the **Latest** tab.[^4]
+3. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.[^5]
 
 4. Select the document you want to view the template for:
 
    - Click **{{< fa magnifying-glass >}} Search** to search for documents by keywords in the document title.
-   - Click **{{< fa arrow-up-wide-short >}} Sort** to reorder the list using different criteria in ascending or descending order.[^5]
+   - Click **{{< fa arrow-up-wide-short >}} Sort** to reorder the list using different criteria in ascending or descending order.[^6]
 
    <!-- ::: {.column-margin}
    **Note that searching and sorting of fields stack.**
@@ -92,7 +101,7 @@ d. Click **Apply Changes to Template** to complete the swap.
 
 ::: {.callout-important title="Template deletion is permanent and cannot be undone."}
 
-- Deleting a template deletes all versions of that template.[^6]
+- Deleting a template deletes all versions of that template.[^7]
 - Templates can only be deleted if they are not in use by any documents.
 :::
 
@@ -104,14 +113,14 @@ Delete templates no longer required by your organization:
 
 3. Select one of the tabs for the document type with the templates you want to remove:
 
-   - **Development**[^7]
-   - **Validation**[^8]
-   - **Monitoring**[^9]
-   - **Custom**[^10]
+   - **Development**[^8]
+   - **Validation**[^9]
+   - **Monitoring**[^10]
+   - **Custom**[^11]
 
 4. Select the template you would like to delete by clicking on it.
 
-   Review the details of the template to confirm the template is no longer required.[^11]
+   Review the details of the template to confirm the template is no longer required.[^12]
 
 5. Click **Delete Template** to remove that template.
 
@@ -124,11 +133,13 @@ Delete templates no longer required by your organization:
 
 [^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
 
-[^3]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)
+[^3]: [Manage document types](/guide/templates/manage-document-types.qmd)
+
+[^4]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)
 
-[^4]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)
+[^5]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)
 
-[^5]:
+[^6]:
 
    - **[title]{.smallcaps}** — Sort by title alphabetically.
    - **[type]{.smallcaps}** — Sort by document type alphabetically.
@@ -139,17 +150,17 @@ Delete templates no longer required by your organization:
 
       For example, if you first search by keyword for `ValidMind` without clearing that search, any additional sorting applied will only apply to the results returned by that initial search.
 
-[^6]: [Customize document templates](customize-document-templates.qmd#edit-template-outlines)
+[^7]: [Customize document templates](customize-document-templates.qmd#edit-template-outlines)
 
-[^7]: [Working with model documentation](/guide/model-documentation/working-with-model-documentation.qmd)
+[^8]: [Working with model documentation](/guide/model-documentation/working-with-model-documentation.qmd)
 
-[^8]: [Preparing validation reports](/guide/model-validation/preparing-validation-reports.qmd)
+[^9]: [Preparing validation reports](/guide/model-validation/preparing-validation-reports.qmd)
 
-[^9]: [Ongoing monitoring](/guide/monitoring/ongoing-monitoring.qmd)
+[^10]: [Ongoing monitoring](/guide/monitoring/ongoing-monitoring.qmd)
 
-[^10]: [Working with model documents](/guide/templates/working-with-model-documents.qmd)
+[^11]: [Working with model documents](/guide/templates/working-with-model-documents.qmd)
 
-[^11]:
+[^12]:
 
    [View document templates](#view-document-templates)<br></br>
 

site/guide/templates/manage-document-types.qmd

@@ -38,13 +38,15 @@ These stock document types cannot be deleted, only edited:
 
     - Provide a **[name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
     - Toggle whether this document type should be automatically created **[when model is registered]{.smallcaps}**.
-    - Select the model stakeholder types[^2] that should have **[write permissions]{.smallcaps}** for this document type.
-    - Toggle an optional **[default template]{.smallcaps}** for this document type.[^3]
+    - Toggle an optional **[default template]{.smallcaps}** for this document type.[^2]
+    - Select the model stakeholder types[^3] that should have **[update document]{.smallcaps}** permissions for this document type.[^4]
+    - Select the model stakeholder types that should have **[update document outline]{.smallcaps}** permissions for this document type.[^5]
+
 
 5. Click **Create Document Type** to add your document type.
 
 ::: {.callout}
-Once created, customize the available templates for your document type.[^4]
+Once created, customize the available templates for your document type.[^6]
 
 :::
 
@@ -87,11 +89,15 @@ In order to delete a document type, there must be no models using that document
 
 [^1]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
 
-[^2]: [Manage model stakeholder types](/guide/configuration/manage-model-stakeholder-types.qmd)
+[^2]: Select a template to be assigned as default from the drop-down menu.
+
+[^3]: [Manage model stakeholder types](/guide/configuration/manage-model-stakeholder-types.qmd)
+
+[^4]: [Manage model documents](manage-model-documents.qmd#edit-model-documents)
 
-[^3]: Select a template to be assigned as default from the drop-down menu.
+[^5]: [Manage document templates](/guide/templates/manage-document-templates.qmd#edit-document-template-outlines)
 
-[^4]: [Customize document templates](customize-document-templates.qmd)
+[^6]: [Customize document templates](customize-document-templates.qmd)