diff --git a/site/_extensions/validbeck/sidebar-slim/README.md b/site/_extensions/validbeck/sidebar-slim/README.md
new file mode 100644
index 0000000000..2e191076e4
--- /dev/null
+++ b/site/_extensions/validbeck/sidebar-slim/README.md
@@ -0,0 +1,72 @@
+# Sidebar slim
+
+When `sidebar-slim: true` is set, users can collapse the docked side navigation to a narrow vertical strip to reduce visual clutter. State is kept for the browser tab (`sessionStorage`).
+
+## Usage
+
+### Setup
+
+Enable the filter globally in the project `format` section (`site/_quarto.yml`) so that its functionality can be called:
+
+```yaml
+filters:
+  - tachyons
+  - preview
+  - validbeck/sidebar-slim
+```
+
+This is the currently applied functionality.
+
+### Enabling
+
+#### Enable for a single page
+
+In the `.qmd` YAML frontmatter set:
+
+```yaml
+sidebar-slim: true
+```
+
+#### Enable for an entire section (directory)
+
+In that directory's `_metadata.yml` set:
+
+```yaml
+sidebar-slim: true
+```
+
+Any `.qmd` under that directory inherits this unless overridden per file.
+
+This is the current functionality that applies to `site/guide/`.
+
+#### Enable for the entire project
+
+In the project configuration (`site/_quarto.yml`), set default metadata so every page inherits it:
+
+```yaml
+metadata:
+  sidebar-slim: true
+```
+
+Per-directory `_metadata.yml` or a single document’s YAML can still override this (for example, `sidebar-slim: false` on one page).
+
+### Configuration
+
+#### Default to collapsed (narrow) sidebar
+
+Use **`sidebar-narrow: true`** so the first visit in a tab starts **collapsed** (until the user toggles). Preference is stored in `sessionStorage` (`1` = collapsed, `0` = expanded).
+
+Example:
+
+```yaml
+sidebar-narrow: true
+```
+
+This is the functionality currently set on `site/guide/guides.qmd`.
+
+## Notes
+
+- Extension only applies to **HTML** (`html:js`) output.
+- Toolbar appears at **≥992px** width; below that, Quarto’s own responsive sidebar behavior applies and this extension removes its UI.
+- When collapsed, the **main column width stays the same**; only the sidebar UI narrows inside its layout area (the grid tracks for the article are unchanged).
+- Does not replace Quarto’s built-in **reader mode** (`website: reader-mode`); you can use either or both.
diff --git a/site/_extensions/validbeck/sidebar-slim/_extension.yml b/site/_extensions/validbeck/sidebar-slim/_extension.yml
new file mode 100644
index 0000000000..a5494d300d
--- /dev/null
+++ b/site/_extensions/validbeck/sidebar-slim/_extension.yml
@@ -0,0 +1,7 @@
+title: Sidebar slim toggle
+author: validbeck
+version: 1.0.4
+quarto-required: ">=1.4.0"
+contributes:
+  filters:
+    - sidebar-slim.lua
diff --git a/site/_extensions/validbeck/sidebar-slim/sidebar-slim.css b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.css
new file mode 100644
index 0000000000..7e18972967
--- /dev/null
+++ b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.css
@@ -0,0 +1,89 @@
+/*
+  Collapsible site sidebar: narrows to a slim vertical strip (desktop).
+  Activated when sidebar-slim metadata is true (see sidebar-slim.lua).
+*/
+
+@media (min-width: 992px) {
+  .quarto-sidebar-slim-toolbar {
+    display: flex;
+    align-items: center;
+    justify-content: flex-end;
+    gap: 0.25rem;
+    padding: 0.35rem 0.4rem 0.45rem;
+    flex-shrink: 0;
+  }
+
+  body.quarto-sidebar-slim-enabled #quarto-sidebar.sidebar {
+    display: flex;
+    flex-direction: column;
+    transition:
+      width 0.22s ease,
+      min-width 0.22s ease,
+      max-width 0.22s ease,
+      flex 0.22s ease;
+  }
+
+  body.quarto-sidebar-slim-enabled #quarto-sidebar .quarto-sidebar-slim-toolbar {
+    order: -1;
+  }
+
+  /*
+    Collapsed: narrow the sidebar element inside its grid cell only — do not change
+    grid-column on the sidebar or main content, so the article column does not widen.
+  */
+  body.quarto-sidebar-slim-enabled.quarto-sidebar-slim-collapsed
+    #quarto-sidebar.sidebar {
+    width: 100% !important;
+    max-width: 2.75rem !important;
+    min-width: 0 !important;
+    justify-self: start;
+    overflow: hidden;
+  }
+
+  /*
+    #quarto-sidebar is <nav class="sidebar sidebar-navigation"> — hide every direct
+    child except our injected toolbar so only the expand control shows when collapsed.
+  */
+  body.quarto-sidebar-slim-enabled.quarto-sidebar-slim-collapsed
+    #quarto-sidebar.sidebar
+    > *:not(.quarto-sidebar-slim-toolbar) {
+    display: none !important;
+  }
+
+  body.quarto-sidebar-slim-enabled.quarto-sidebar-slim-collapsed .quarto-sidebar-slim-toolbar {
+    justify-content: center;
+    padding-left: 0;
+    padding-right: 0;
+  }
+
+  .quarto-sidebar-slim-toggle {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    margin: 0;
+    padding: 0.2rem;
+    border: none;
+    border-radius: 0.25rem;
+    background: transparent;
+    color: #196972;
+    cursor: pointer;
+    font: inherit;
+    line-height: 1;
+  }
+
+  .quarto-sidebar-slim-toggle:hover {
+    background: rgba(0, 0, 0, 0.06);
+  }
+
+  .quarto-sidebar-slim-toggle:focus-visible {
+    outline: 2px solid #196972;
+    outline-offset: 2px;
+  }
+
+  .quarto-sidebar-slim-icon {
+    display: block;
+    font-size: 1.15rem;
+    font-weight: 600;
+    user-select: none;
+  }
+}
diff --git a/site/_extensions/validbeck/sidebar-slim/sidebar-slim.js b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.js
new file mode 100644
index 0000000000..c6e8476d08
--- /dev/null
+++ b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.js
@@ -0,0 +1,139 @@
+(function () {
+  "use strict";
+
+  var STORAGE_KEY = "validbeck:quarto:sidebar-slim-collapsed";
+  var MQ = "(min-width: 992px)";
+
+  function getConfig() {
+    var el = document.getElementById("validbeck-sidebar-slim-config");
+    if (!el) {
+      return { sidebarNarrow: false };
+    }
+    try {
+      var cfg = JSON.parse(el.textContent || "{}");
+      return { sidebarNarrow: !!cfg.sidebarNarrow };
+    } catch (_e) {
+      return { sidebarNarrow: false };
+    }
+  }
+
+  /**
+   * "1" = collapsed, "0" = expanded (explicit user choice).
+   * Missing key = use default from sidebar-narrow metadata.
+   */
+  function readCollapsed(cfg) {
+    try {
+      var v = window.sessionStorage.getItem(STORAGE_KEY);
+      if (v === "1") return true;
+      if (v === "0") return false;
+      return !!cfg.sidebarNarrow;
+    } catch (_e) {
+      return !!cfg.sidebarNarrow;
+    }
+  }
+
+  function writeCollapsed(collapsed) {
+    try {
+      window.sessionStorage.setItem(STORAGE_KEY, collapsed ? "1" : "0");
+    } catch (_e) {
+      /* ignore */
+    }
+  }
+
+  function applyCollapsed(body, collapsed) {
+    if (collapsed) {
+      body.classList.add("quarto-sidebar-slim-collapsed");
+    } else {
+      body.classList.remove("quarto-sidebar-slim-collapsed");
+    }
+  }
+
+  function setIcon(btn, collapsed) {
+    var span = btn.querySelector(".quarto-sidebar-slim-icon");
+    if (!span) return;
+    span.textContent = collapsed ? "\u00bb" : "\u00ab";
+    btn.setAttribute(
+      "aria-label",
+      collapsed ? "Expand site sidebar" : "Collapse site sidebar"
+    );
+    btn.setAttribute("title", collapsed ? "Expand sidebar" : "Collapse sidebar");
+  }
+
+  function init() {
+    var mq = window.matchMedia(MQ);
+    var sidebar = document.getElementById("quarto-sidebar");
+    if (!sidebar || !sidebar.classList.contains("sidebar")) {
+      return;
+    }
+
+    function teardown() {
+      document.body.classList.remove(
+        "quarto-sidebar-slim-enabled",
+        "quarto-sidebar-slim-collapsed"
+      );
+      var existing = sidebar.querySelector(".quarto-sidebar-slim-toolbar");
+      if (existing) {
+        existing.remove();
+      }
+    }
+
+    function setupDesktop() {
+      teardown();
+      document.body.classList.add("quarto-sidebar-slim-enabled");
+      var cfg = getConfig();
+      var collapsed = readCollapsed(cfg);
+      applyCollapsed(document.body, collapsed);
+
+      var toolbar = document.createElement("div");
+      toolbar.className =
+        "sidebar-header quarto-sidebar-slim-toolbar";
+      toolbar.setAttribute("role", "group");
+
+      var btn = document.createElement("button");
+      btn.type = "button";
+      btn.className = "quarto-sidebar-slim-toggle";
+      btn.setAttribute("type", "button");
+
+      var icon = document.createElement("span");
+      icon.className = "quarto-sidebar-slim-icon";
+      icon.setAttribute("aria-hidden", "true");
+      btn.appendChild(icon);
+
+      setIcon(btn, collapsed);
+
+      btn.addEventListener("click", function () {
+        var next = !document.body.classList.contains(
+          "quarto-sidebar-slim-collapsed"
+        );
+        applyCollapsed(document.body, next);
+        setIcon(btn, next);
+        writeCollapsed(next);
+      });
+
+      toolbar.appendChild(btn);
+      sidebar.insertBefore(toolbar, sidebar.firstChild);
+    }
+
+    function onMqChange() {
+      if (mq.matches) {
+        setupDesktop();
+      } else {
+        teardown();
+      }
+    }
+
+    if (mq.addEventListener) {
+      mq.addEventListener("change", onMqChange);
+    } else {
+      mq.addListener(onMqChange);
+    }
+
+    onMqChange();
+  }
+
+  if (document.readyState === "loading") {
+    document.addEventListener("DOMContentLoaded", init);
+  } else {
+    init();
+  }
+})();
diff --git a/site/_extensions/validbeck/sidebar-slim/sidebar-slim.lua b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.lua
new file mode 100644
index 0000000000..c408a3c18b
--- /dev/null
+++ b/site/_extensions/validbeck/sidebar-slim/sidebar-slim.lua
@@ -0,0 +1,53 @@
+-- Enables optional sidebar minimize/expand UI when `sidebar-slim: true`
+-- is set in document or directory metadata.
+
+local function sidebar_slim_enabled(meta)
+  local v = meta.sidebar_slim or meta["sidebar-slim"]
+  if v == nil then
+    return false
+  end
+  if type(v) == "boolean" then
+    return v
+  end
+  local s = pandoc.utils.stringify(v):lower()
+  return s == "true" or s == "1" or s == "yes"
+end
+
+local function truthy_meta(meta, key_hyphen, key_underscore)
+  local v = meta[key_underscore] or meta[key_hyphen]
+  if v == nil then
+    return false
+  end
+  if type(v) == "boolean" then
+    return v
+  end
+  local s = pandoc.utils.stringify(v):lower()
+  return s == "true" or s == "1" or s == "yes"
+end
+
+function Pandoc(doc)
+  if not sidebar_slim_enabled(doc.meta) then
+    return doc
+  end
+  if not quarto.doc.is_format("html:js") then
+    return doc
+  end
+
+  local narrow_default = truthy_meta(doc.meta, "sidebar-narrow", "sidebar_narrow")
+  local cfg = { sidebarNarrow = narrow_default }
+  quarto.doc.include_text(
+    "in-header",
+    '<script type="application/json" id="validbeck-sidebar-slim-config">'
+      .. quarto.json.encode(cfg)
+      .. "</script>"
+  )
+
+  quarto.doc.add_html_dependency({
+    name = "validbeck-sidebar-slim",
+    version = "1.0.4",
+    stylesheets = { "sidebar-slim.css" },
+    scripts = { "sidebar-slim.js" },
+  })
+
+  return doc
+end
diff --git a/site/_quarto.yml b/site/_quarto.yml
index b2482ebcbd..294694a48a 100644
--- a/site/_quarto.yml
+++ b/site/_quarto.yml
@@ -184,8 +184,8 @@ website:
             <div class="footer-heading">Get started</div>
             <div class="footer-user-guides-columns">
               <ul class="footer-user-guides-column-1">
-                <li><a href="/get-started/developer/quickstart-developer.qmd">Model development</a></li>
-                <li><a href="/get-started/validator/quickstart-validator.qmd">Model validation</a></li>
+                <li><a href="/get-started/developer/quickstart-developer.qmd">Development</a></li>
+                <li><a href="/get-started/validator/quickstart-validator.qmd">Validation</a></li>
                 <li><a href="/get-started/administrator/quickstart-administrator.qmd">Setup & admin</a></li>
               </ul>
             </div>
@@ -197,12 +197,13 @@ website:
               <ul class="footer-user-guides-column-1">
                 <li><a href="/guide/guides.qmd#access">Access</a></li>
                 <li><a href="/guide/guides.qmd#configuration">Configuration</a></li>
-                <li><a href="/guide/guides.qmd#model-inventory">Model inventory</a></li>
+                <li><a href="/guide/guides.qmd#integrations">Integrations</a></li>
+                <li><a href="/guide/guides.qmd#workflows">Workflows</a></li>
               </ul>
               <ul class="footer-user-guides-column-2">
+                <li><a href="/guide/guides.qmd#model-inventory">Model inventory</a></li>
+                <li><a href="/guide/guides.qmd#documents-templates">Documents & templates</a></li>
                 <li><a href="/guide/guides.qmd#model-documentation">Model documentation</a></li>
-                <li><a href="/guide/guides.qmd#model-validation">Model validation</a></li>
-                <li><a href="/guide/guides.qmd#workflows">Workflows</a></li>
               </ul>
               <ul class="footer-user-guides-column-3">
                 <li><a href="/guide/guides.qmd#reporting">Reporting</a></li>
@@ -276,3 +277,4 @@ format:
 filters:
   - tachyons
   - preview
+  - validbeck/sidebar-slim
diff --git a/site/_variables.yml b/site/_variables.yml
index 260325682b..970ac1e620 100644
--- a/site/_variables.yml
+++ b/site/_variables.yml
@@ -28,7 +28,7 @@ validmind:
   training: "ValidMind Academy"
   customer: "Customer-Managed ValidMind"
   admin: "ValidMind Admin UI"
-  checker: "Virtual Document Validator"
+  checker: "ValidMind Document Checker"
 
 # Short form
 # Rendered format: `{{< var vm.platform >}}`
diff --git a/site/about/overview-llm-features-check-document.png b/site/about/overview-llm-features-check-document.png
index 709536840c..1470d32b96 100644
Binary files a/site/about/overview-llm-features-check-document.png and b/site/about/overview-llm-features-check-document.png differ
diff --git a/site/about/overview-llm-features.qmd b/site/about/overview-llm-features.qmd
index 22f68d8c76..2dc6c1d19d 100644
--- a/site/about/overview-llm-features.qmd
+++ b/site/about/overview-llm-features.qmd
@@ -6,7 +6,7 @@ title: "Large language model features"
 date: last-modified
 ---
 
-{{< var vm.product >}} offers several specialized features that use large language models (LLMs) to streamline model risk management and ensure regulatory compliance. Here's how we approach these features and what you need to know. 
+{{< var vm.product >}} offers several specialized features that use large language models (LLMs) to streamline model risk management and ensure regulatory compliance. Here's how we approach these features and what you need to know.
 
 ::: {.attn}
 ## {{< fa list-check >}} Our philosophy
@@ -14,7 +14,7 @@ date: last-modified
 :::: {.flex .flex-wrap .justify-around}
 
 ::: {.w-25-ns .pt3 .pr4}
-![Document checker](overview-llm-features-check-document.png){fig-alt="A screenshot showing the LLM feature for checking documents that can be accessed with the Check Document button" .screenshot}
+![Document checker](overview-llm-features-check-document.png){fig-alt="A screenshot showing the LLM feature for checking documents that can be accessed with the Check Document button"}
 
 :::
 
@@ -83,10 +83,9 @@ Why it matters
 :::
 
 ::: {.w-50-ns .pl2 .pr2}
-### Document checker
+### {{< var validmind.checker >}}
 
-Reviews model development documentation to ensure it aligns with relevant regulatory requirements. 
-<br>
+Reviews documents such as model documentation or validation reports to ensure documents aligns with relevant regulatory requirements.
 <br>
 <br>
 
@@ -105,32 +104,26 @@ Assesses each part of the model documentation for adherence to internal guidelin
 
 ## What's next
 
-<!-- :::{#llm-whats-next}
-::: -->
-
 :::: {.flex .flex-wrap .justify-around}
 
-::: {.w-33-ns .pr3}
+::: {.w-50-ns .pr3}
 ### A commitment to transparency
 
-Understanding our policies shouldn’t feel like deciphering code, so we’ve made our legal texts as clear and accessible as possible: [Legal Ease](https://validmind.com/about/legal/)
+Understanding our policies shouldn’t feel like deciphering code, so we’ve made our legal texts as clear and accessible as possible.
+
+These documents detail our [AI usage policy](https://validmind.com/about/legal/ai-usage-policy/) and more:
+
+[Legal Ease](https://validmind.com/about/legal/){.button}
 
-These documents detail our [AI usage policy](https://validmind.com/about/legal/ai-usage-policy/) and more.
 :::
 
-::: {.w-33-ns .pr3}
+::: {.w-50-ns .pr3}
 ### Try it yourself
 
 Discover how {{< var vm.product >}}’s LLM-powered platform, purpose-built for model risk management teams, enables streamlined and confident testing, documentation, validation, and governance of generative AI models and processes.
-:::
 
-::: {.w-33-ns .mt3}
+[Request a Demo](https://validmind.com/request-demo/){.button .button-green}
 
-::: {.preview source="https://validmind.com/contact/" height="240" width="430" offset="90"}
 :::
 
-:::
-
-::::
-
-<!-- FOOTNOTES -->
+::::
\ No newline at end of file
diff --git a/site/assets/styles/_links.scss b/site/assets/styles/_links.scss
index ee42d921aa..7be93fa34a 100644
--- a/site/assets/styles/_links.scss
+++ b/site/assets/styles/_links.scss
@@ -13,7 +13,7 @@ div[id^="fn"] a:hover:not(.button),
 #supported-model-types a:hover,
 #supported-modeling-libraries-and-other-tools a:hover,
 #submit-feedback a:hover,
-#whats-next a:hover:not(.quarto-grid-link) {
+#whats-next a:hover:not(.quarto-grid-link):not(.button) {
   text-decoration: underline 2px solid #083E44 !important;
 }
 
diff --git a/site/faq/faq-integrations.qmd b/site/faq/faq-integrations.qmd
index 48a9faec1c..f217833b1e 100644
--- a/site/faq/faq-integrations.qmd
+++ b/site/faq/faq-integrations.qmd
@@ -46,7 +46,7 @@ Support for commercial and closed-source programming languages such as SAS and M
 - **Test interpretation** — Interprets results from tests run within {{< var vm.product >}}.
 - **Qualitative checks** — Leverages metadata from the model inventory, test outcomes, and additional data provided to create qualitative sections within model documentation.
 - **Risk assessment** — Using data from test results, generates a tailored risk assessment for each section of model documentation.
-- **Document checker** — Reviews model development documentation to ensure it aligns with relevant regulatory requirements.
+- **{{< var validmind.checker >}}**[^8] — Reviews documents such as model documentation or validation reports to ensure documents aligns with relevant regulatory requirements.
 
 {{< include _faq-explainability.qmd >}}
 
@@ -92,4 +92,6 @@ We will be implementing connector interfaces allowing extraction of relationship
 
 [^6]: [Load dataset predictions](/notebooks/how_to/data_and_datasets/dataset_inputs/load_datasets_predictions.ipynb)
 
-[^7]: [Do you include explainability-related testing and documentation?](#explanability)
\ No newline at end of file
+[^7]: [Do you include explainability-related testing and documentation?](#explanability)
+
+[^8]: [Customize {{< var validmind.checker >}}](/guide/templates/customize-document-checker.qmd)
\ No newline at end of file
diff --git a/site/guide/_metadata.yml b/site/guide/_metadata.yml
new file mode 100644
index 0000000000..88c99ff989
--- /dev/null
+++ b/site/guide/_metadata.yml
@@ -0,0 +1,10 @@
+# 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
+
+# Paths are resolved relative to this directory for all pages under guide/.
+# `sidebar-slim` is on for all guide pages; set `sidebar-narrow: true` per page when needed.
+format:
+  html:
+    css: guides.css
+    sidebar-slim: true
diff --git a/site/guide/_sidebar.yaml b/site/guide/_sidebar.yaml
index fd3b304124..a3ea5cb2e9 100644
--- a/site/guide/_sidebar.yaml
+++ b/site/guide/_sidebar.yaml
@@ -9,154 +9,167 @@ website:
       contents:
         - guide/guides.qmd
         - text: "---"
-        - text: "Access"
-        - file: guide/access/accessing-validmind.qmd
+        - section: "Access"
           contents:
-            - guide/access/register-with-validmind.qmd
-            - guide/access/sign-up-via-aws-marketplace.qmd
-            - guide/access/log-in-to-validmind.qmd
+            - file: guide/access/accessing-validmind.qmd
+              contents:
+                - guide/access/register-with-validmind.qmd
+                - guide/access/sign-up-via-aws-marketplace.qmd
+                - guide/access/log-in-to-validmind.qmd
         - text: "---"
-        - text: "Configuration"
-        - file: guide/configuration/managing-your-organization.qmd
-          contents:
-            - guide/configuration/set-up-your-organization.qmd
-            - guide/configuration/configure-aws-privatelink.qmd
-            - text: "Configure Google PSC"
-              file: guide/configuration/configure-google-private-service-connect.qmd
-            - guide/configuration/configure-azure-private-link.qmd
-        - file: guide/configuration/managing-users.qmd
-          contents:
-          - guide/configuration/manage-users.qmd
-          - guide/configuration/manage-groups.qmd
-          - guide/configuration/manage-roles.qmd
-          - guide/configuration/manage-model-stakeholder-types.qmd
-          - guide/configuration/manage-permissions.qmd
-        - file: guide/configuration/personalize-validmind.qmd
-          contents:
-          - guide/configuration/manage-your-profile.qmd
-          - guide/configuration/customize-your-dashboard.qmd
-        - guide/configuration/manage-platform-notifications.qmd
+        - section: "Configuration"
+          contents:
+            - file: guide/configuration/managing-your-organization.qmd
+              contents:
+                - guide/configuration/set-up-your-organization.qmd
+                - guide/configuration/configure-aws-privatelink.qmd
+                - text: "Configure Google PSC"
+                  file: guide/configuration/configure-google-private-service-connect.qmd
+                - guide/configuration/configure-azure-private-link.qmd
+            - file: guide/configuration/managing-users.qmd
+              contents:
+                - guide/configuration/manage-users.qmd
+                - guide/configuration/manage-groups.qmd
+                - guide/configuration/manage-roles.qmd
+                - guide/configuration/manage-model-stakeholder-types.qmd
+                - guide/configuration/manage-permissions.qmd
+            - file: guide/configuration/personalizing-validmind.qmd
+              contents:
+                - guide/configuration/manage-your-profile.qmd
+                - guide/configuration/customize-your-dashboard.qmd
+            - guide/configuration/manage-platform-notifications.qmd
         - text: "---"
-        - text: "Integrations"
-        - file: guide/integrations/managing-integrations.qmd
-          contents:
-          - guide/integrations/manage-secrets.qmd
-          - guide/integrations/configure-connections.qmd
-          - guide/integrations/implement-custom-integrations.qmd
-          - guide/integrations/link-external-models.qmd
-          - guide/mcp/connect-ai-assistants-via-mcp.qmd
-          - guide/integrations/configure-analytics-exports.qmd
-          - guide/integrations/integrations-examples.qmd
+        - section: "Integrations"
+          contents:
+            - file: guide/integrations/managing-integrations.qmd
+              contents:
+                - guide/integrations/manage-secrets.qmd
+                - guide/integrations/configure-connections.qmd
+                - guide/integrations/implement-custom-integrations.qmd
+                - guide/integrations/link-external-models.qmd
+                - guide/mcp/connect-ai-assistants-via-mcp.qmd
+                - guide/integrations/configure-analytics-exports.qmd
+                - guide/integrations/integrations-examples.qmd
         - text: "---"
-        - text: "Workflows"
-        - file: guide/workflows/introduction-to-workflows.qmd
-          contents:
-          - guide/workflows/workflow-step-types.qmd
-          - guide/workflows/conditional-requirements.qmd
-          - guide/workflows/workflow-states.qmd
-        - file: guide/workflows/setting-up-workflows.qmd
-          contents:
-          - guide/workflows/manage-model-stages.qmd
-          - guide/workflows/configure-workflows.qmd
-          - guide/workflows/workflow-configuration-examples.qmd
-        - file: guide/workflows/working-with-workflows.qmd
-          contents:
-          - guide/workflows/manage-workflows.qmd
-          - guide/workflows/transition-workflows.qmd
-          - guide/workflows/manage-workflow-tasks.qmd
+        - section: "Workflows"
+          contents:
+            - file: guide/workflows/introduction-to-workflows.qmd
+              contents:
+                - guide/workflows/workflow-step-types.qmd
+                - guide/workflows/conditional-requirements.qmd
+                - guide/workflows/workflow-states.qmd
+            - file: guide/workflows/setting-up-workflows.qmd
+              contents:
+                - guide/workflows/manage-model-stages.qmd
+                - guide/workflows/configure-workflows.qmd
+                - guide/workflows/workflow-configuration-examples.qmd
+            - file: guide/workflows/working-with-workflows.qmd
+              contents:
+                - guide/workflows/manage-workflows.qmd
+                - guide/workflows/transition-workflows.qmd
+                - guide/workflows/manage-workflow-tasks.qmd
         - text: "---"
-        - text: "Model Inventory"
-        - text: "Working with the inventory"
-          file: guide/model-inventory/working-with-model-inventory.qmd
-          contents:
-          - guide/model-inventory/register-models-in-inventory.qmd
-          - guide/model-inventory/customize-model-inventory-layout.qmd
-          - guide/model-inventory/edit-model-inventory-fields.qmd
-          - guide/model-inventory/customize-model-overview-page.qmd
-        - file: guide/model-inventory/managing-model-inventory.qmd
-          contents:
-          - guide/model-inventory/configure-model-interdependencies.qmd
-          - guide/model-inventory/manage-model-inventory-fields.qmd
-          - guide/model-inventory/archive-delete-models.qmd
-        - guide/model-inventory/view-model-activity.qmd
+        - section: "Model inventory"
+          contents:
+            - text: "Working with the inventory"
+              file: guide/model-inventory/working-with-model-inventory.qmd
+              contents:
+                - guide/model-inventory/register-models-in-inventory.qmd
+                - guide/model-inventory/customize-model-inventory-layout.qmd
+                - guide/model-inventory/edit-model-inventory-fields.qmd
+                - guide/model-inventory/customize-model-overview-page.qmd
+            - file: guide/model-inventory/managing-model-inventory.qmd
+              contents:
+                - guide/model-inventory/configure-model-interdependencies.qmd
+                - guide/model-inventory/manage-model-inventory-fields.qmd
+                - guide/model-inventory/archive-delete-models.qmd
+            - guide/model-inventory/view-model-activity.qmd
         - text: "---"
-        - text: "Templates"
-        - file: guide/templates/working-with-model-documents.qmd
-          contents:
-          - guide/templates/manage-document-types.qmd
-          - guide/templates/manage-model-documents.qmd
-          - text: "Customize document validator"
-            file: guide/templates/customize-virtual-document-validator.qmd
-        - text: "Working with templates"
-          file: guide/templates/working-with-document-templates.qmd
-          contents:
-          - guide/templates/customize-document-templates.qmd
-          - guide/templates/manage-document-templates.qmd
-        - guide/templates/manage-text-block-library.qmd
+        - section: "Documents & templates"
+          contents:
+            - file: guide/templates/working-with-model-documents.qmd
+              contents:
+                - guide/templates/manage-document-types.qmd
+                - guide/templates/manage-model-documents.qmd
+            - text: "Working with templates"
+              file: guide/templates/working-with-document-templates.qmd
+              contents:
+                - guide/templates/customize-document-templates.qmd
+                - guide/templates/manage-document-templates.qmd
+            - guide/templates/manage-text-block-library.qmd
+            - text: "Customize document checker"
+              file: guide/templates/customize-document-checker.qmd
         - text: "---"
-        - text: "Model Documentation"
-        - text: "Working with documentation"
-          file: guide/model-documentation/working-with-model-documentation.qmd
-          contents:
-          - guide/model-documentation/view-documentation-guidelines.qmd
-          - guide/model-documentation/work-with-content-blocks.qmd
-          - guide/model-documentation/work-with-test-results.qmd
-          - guide/model-documentation/work-with-document-versions.qmd
-          - text: "Assign section statuses"
-            file: guide/model-documentation/assign-documentation-section-statuses.qmd
-          - text: "Check for compliance"
-            file: guide/model-documentation/check-documentation-for-compliance.qmd
-          - guide/model-documentation/collaborate-with-others.qmd
-          - guide/model-documentation/submit-for-approval.qmd
+        - section: "Model documentation"
+          contents:
+            - text: "Working with documentation"
+              file: guide/model-documentation/working-with-model-documentation.qmd
+              contents:
+                - guide/model-documentation/view-documentation-guidelines.qmd
+                - guide/model-documentation/work-with-content-blocks.qmd
+                - guide/model-documentation/work-with-test-results.qmd
+                - guide/model-documentation/work-with-document-versions.qmd
+                - text: "Assign section statuses"
+                  file: guide/model-documentation/assign-documentation-section-statuses.qmd
+                - text: "Check for compliance"
+                  file: guide/model-documentation/check-documents-for-compliance.qmd
+                - guide/model-documentation/collaborate-with-others.qmd
+                - guide/model-documentation/submit-for-approval.qmd
         - text: "---"
-        - text: "Model Validation"
-        - file: guide/model-validation/managing-model-validation.qmd
-          contents:
-          - guide/model-validation/manage-validation-guidelines.qmd
-          - guide/model-validation/configure-assessment-options.qmd
-          - guide/model-validation/manage-artifact-types.qmd
-          - guide/model-validation/manage-artifact-severities.qmd
-          - guide/model-validation/manage-artifact-fields.qmd
-        - file: guide/model-validation/preparing-validation-reports.qmd
-          contents:
-          - guide/model-validation/review-model-documentation.qmd
-          - guide/model-validation/assess-compliance.qmd
-          - guide/model-documentation/work-with-content-blocks.qmd
-          - guide/model-documentation/work-with-document-versions.qmd
-          - guide/model-documentation/collaborate-with-others.qmd
-          - guide/model-documentation/submit-for-approval.qmd
-        - file: guide/model-validation/working-with-artifacts.qmd
-          contents:
-          - guide/model-validation/view-filter-artifacts.qmd
-          - guide/model-validation/customize-artifact-layouts.qmd
-          - guide/model-validation/add-manage-artifacts.qmd
-          - guide/model-validation/customize-artifact-overview-page.qmd
+        - section: "Model validation"
+          contents:
+            - file: guide/model-validation/managing-model-validation.qmd
+              contents:
+                - guide/model-validation/manage-validation-guidelines.qmd
+                - guide/model-validation/configure-assessment-options.qmd
+                - guide/model-validation/manage-artifact-types.qmd
+                - guide/model-validation/manage-artifact-severities.qmd
+                - guide/model-validation/manage-artifact-fields.qmd
+            - file: guide/model-validation/preparing-validation-reports.qmd
+              contents:
+                - guide/model-validation/review-model-documentation.qmd
+                - guide/model-validation/assess-compliance.qmd
+                - guide/model-documentation/work-with-content-blocks.qmd
+                - guide/model-documentation/work-with-document-versions.qmd
+                - text: "Check for compliance"
+                  file: guide/model-documentation/check-documents-for-compliance.qmd
+                - guide/model-documentation/collaborate-with-others.qmd
+                - guide/model-documentation/submit-for-approval.qmd
+            - file: guide/model-validation/working-with-artifacts.qmd
+              contents:
+                - guide/model-validation/view-filter-artifacts.qmd
+                - guide/model-validation/customize-artifact-layouts.qmd
+                - guide/model-validation/add-manage-artifacts.qmd
+                - guide/model-validation/customize-artifact-overview-page.qmd
         - text: "---"
-        - text: "Reporting"
-        - file: guide/reporting/working-with-analytics.qmd
-          contents:
-          - guide/reporting/view-report-data.qmd
-          - guide/reporting/manage-custom-reports.qmd
-          - guide/reporting/export-analytics.qmd
-        - file: guide/reporting/generating-exports.qmd
-          contents:
-          - guide/reporting/export-inventory.qmd
-          - guide/reporting/export-documents.qmd
-          - guide/reporting/export-artifacts.qmd
-          - guide/reporting/export-analytics.qmd
+        - section: "Reporting"
+          contents:
+            - file: guide/reporting/working-with-analytics.qmd
+              contents:
+                - guide/reporting/view-report-data.qmd
+                - guide/reporting/manage-custom-reports.qmd
+                - guide/reporting/export-analytics.qmd
+            - file: guide/reporting/generating-exports.qmd
+              contents:
+                - guide/reporting/export-inventory.qmd
+                - guide/reporting/export-documents.qmd
+                - guide/reporting/export-artifacts.qmd
+                - guide/reporting/export-analytics.qmd
         - text: "---"
-        - text: "Monitoring"
-        - file: guide/monitoring/ongoing-monitoring.qmd
-          contents:
-          - guide/monitoring/enable-monitoring.qmd
-          - guide/monitoring/review-monitoring-results.qmd
-          - guide/monitoring/work-with-metrics-over-time.qmd
-          - guide/monitoring/set-thresholds-and-alerts.qmd
+        - section: "Monitoring"
+          contents:
+            - file: guide/monitoring/ongoing-monitoring.qmd
+              contents:
+                - guide/monitoring/enable-monitoring.qmd
+                - guide/monitoring/review-monitoring-results.qmd
+                - guide/monitoring/work-with-metrics-over-time.qmd
+                - guide/monitoring/set-thresholds-and-alerts.qmd
         - text: "---"
-        - text: "Attestation"
-        - file: guide/attestation/working-with-attestations.qmd
-          contents:
-          - guide/attestation/manage-attestations.qmd
-          - guide/attestation/submit-attestations.qmd
-          - guide/attestation/review-attestations.qmd
-          - guide/attestation/approve-attestations.qmd
+        - section: "Attestation"
+          contents:
+            - file: guide/attestation/working-with-attestations.qmd
+              contents:
+                - guide/attestation/manage-attestations.qmd
+                - guide/attestation/submit-attestations.qmd
+                - guide/attestation/review-attestations.qmd
+                - guide/attestation/approve-attestations.qmd
diff --git a/site/guide/configuration/personalize-validmind.qmd b/site/guide/configuration/personalizing-validmind.qmd
similarity index 89%
rename from site/guide/configuration/personalize-validmind.qmd
rename to site/guide/configuration/personalizing-validmind.qmd
index cde161077e..5dd80056da 100644
--- a/site/guide/configuration/personalize-validmind.qmd
+++ b/site/guide/configuration/personalizing-validmind.qmd
@@ -3,8 +3,10 @@
 # Refer to the LICENSE file in the root of this repository for details.
 # SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial
 # USING THE VARIABLE IN THE TITLE MESSES UP THE BREADCRUMB
-title: "Personalize ValidMind"
+title: "Personalizing ValidMind"
 date: last-modified
+aliases:
+  - /guide/personalize-validmind.html
 listing:
   - id: personalize-validmind
     type: grid
@@ -20,4 +22,4 @@ listing:
 Configure the look and functionality of your instance of the {{< var validmind.platform>}}. Changes are automatically saved to your account and do not affect other users.
 
 :::{personalize-validmind}
-:::
\ No newline at end of file
+:::
diff --git a/site/guide/configuration/set-up-your-organization.qmd b/site/guide/configuration/set-up-your-organization.qmd
index d8a19a6194..caa15232e5 100644
--- a/site/guide/configuration/set-up-your-organization.qmd
+++ b/site/guide/configuration/set-up-your-organization.qmd
@@ -101,7 +101,7 @@ b. If you are sure you want to remove the use case, click **{{< fa trash-can >}}
 ## What's next
 
 - [Managing users](managing-users.qmd)
-- [Personalize {{< var vm.product >}}](personalize-validmind.qmd)
+- [Personalizing {{< var vm.product >}}](personalizing-validmind.qmd)
 - [Manage validation guidelines](/guide/model-validation/manage-validation-guidelines.qmd)
 
 
diff --git a/site/guide/guides.css b/site/guide/guides.css
new file mode 100644
index 0000000000..4b67619667
--- /dev/null
+++ b/site/guide/guides.css
@@ -0,0 +1,34 @@
+/* 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 */
+
+/*
+  YAML `section:` rows render as `.sidebar-item-section` with the title inside
+  `a.sidebar-link[data-bs-toggle="collapse"]`, so they inherit gray link styles
+  from assets/styles/_links.scss. Match the plain header look used for `- text:`.
+*/
+.sidebar-item.sidebar-item-section
+  > .sidebar-item-container
+  > a.sidebar-item-text.sidebar-link[data-bs-toggle="collapse"]
+  .menu-text {
+  text-transform: uppercase;
+  color: #196972;
+}
+
+.sidebar-item.sidebar-item-section
+  > .sidebar-item-container
+  > a.sidebar-item-text.sidebar-link[data-bs-toggle="collapse"]:hover
+  .menu-text,
+.sidebar-item.sidebar-item-section
+  > .sidebar-item-container
+  > a.sidebar-item-text.sidebar-link[data-bs-toggle="collapse"]:focus-visible
+  .menu-text {
+  color: #083E44 !important;
+}
+
+.sidebar-item.sidebar-item-section
+  > .sidebar-item-container
+  > a.sidebar-item-text.sidebar-link[data-bs-toggle="collapse"].active
+  .menu-text {
+  color: #DE257E !important;
+}
diff --git a/site/guide/guides.qmd b/site/guide/guides.qmd
index 23f5d7493a..ec8e43c8e0 100644
--- a/site/guide/guides.qmd
+++ b/site/guide/guides.qmd
@@ -4,129 +4,103 @@
 # SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial
 title: "Guides"
 date: last-modified
+page-layout: full
+sidebar-narrow: true
 aliases:
   - solutions.html
 listing:
-  - id: guides-login
+  - id: access
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
     - access/accessing-validmind.qmd
-  - id: guides-configuration
+  - id: configuration
     type: grid
+    grid-columns: 2
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
     - configuration/managing-your-organization.qmd
     - configuration/managing-users.qmd
-    - integrations/managing-integrations.qmd
-  - id: guides-customize
+    - configuration/personalizing-validmind.qmd
+    - configuration/manage-platform-notifications.qmd
+  - id: integrations
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
-    - configuration/personalize-validmind.qmd
-    - configuration/manage-platform-notifications.qmd
-  - id: guides-workflows
+    - integrations/managing-integrations.qmd
+  - id: workflows
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
+    - workflows/introduction-to-workflows.qmd
     - workflows/setting-up-workflows.qmd
     - workflows/working-with-workflows.qmd
-  - id: guides-model-inventory
+  - id: model-inventory
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
-    contents: 
+    contents:
     - model-inventory/working-with-model-inventory.qmd
     - model-inventory/managing-model-inventory.qmd
     - model-inventory/view-model-activity.qmd
-  - id: guides-model-documentation
+  - id: documents-templates
     type: grid
+    grid-columns: 2
     max-description-length: 250
     sort: false
     fields: [title, description]
-    contents: 
-    - model-documentation/working-with-model-documentation.qmd
-  - id: guides-templates
-    type: grid
-    max-description-length: 250
-    sort: false
-    contents: 
+    contents:
     - templates/working-with-model-documents.qmd
     - templates/working-with-document-templates.qmd
     - templates/manage-text-block-library.qmd
-    fields: [title, description]
-  - id: guides-docs-templates
+    - templates/customize-document-checker.qmd
+  - id: model-documentation
     type: grid
     max-description-length: 250
     sort: false
-    contents: 
-    - templates/working-with-document-templates.qmd
-    - templates/manage-text-block-library.qmd
     fields: [title, description]
-  - id: guides-developer
-    type: grid
-    max-description-length: 250
-    sort: false
-    fields: [title, description]
-    contents: 
-    - ../developer/validmind-library.qmd
-    - ../developer/samples-jupyter-notebooks.qmd
-  - id: guides-validator
+    contents:
+    - model-documentation/working-with-model-documentation.qmd
+  - id: model-validation
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
-    contents: 
+    contents:
     - model-validation/managing-model-validation.qmd
-    - templates/working-with-document-templates.qmd
-    - templates/manage-text-block-library.qmd
-  - id: guides-model-validation
-    type: grid
-    max-description-length: 250
-    sort: false
-    fields: [title, description]
-    contents: 
     - model-validation/preparing-validation-reports.qmd
     - model-validation/working-with-artifacts.qmd
-  - id: guides-reports
-    contents: 
-    - reporting/working-with-analytics.qmd
-    - reporting/generating-exports.qmd
+  - id: reporting
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
-  - id: guides-monitoring-templates
+    contents:
+    - reporting/working-with-analytics.qmd
+    - reporting/generating-exports.qmd
+  - id: monitoring
     type: grid
     max-description-length: 250
     sort: false
-    contents: 
-    - templates/working-with-document-templates.qmd
-    - templates/manage-text-block-library.qmd
     fields: [title, description]
-  - id: guides-monitoring
     contents:
     - monitoring/ongoing-monitoring.qmd
+  - id: attestation
     type: grid
     max-description-length: 250
     sort: false
     fields: [title, description]
-  - id: guides-attestation
     contents:
     - attestation/working-with-attestations.qmd
-    type: grid
-    max-description-length: 250
-    sort: false
-    fields: [title, description]
 ---
 
 Our guides offer step-by-step instructions for frequent tasks you perform within the {{< var validmind.platform >}}, organized by category.
@@ -140,94 +114,55 @@ Our guides offer step-by-step instructions for frequent tasks you perform within
 
 ## Access
 
-Before you begin, let's make sure you're able to access {{< var vm.product >}}:
-
-:::{#guides-login}
+:::{#access}
 :::
 
 ## Configuration
 
-Onboard your organization, teams or business units, and users onto the {{< var validmind.platform >}}:
-
-:::{#guides-configuration}
+:::{#configuration}
 :::
 
-Then, customize your model document types, templates, and reusable blocks:
+## Integrations
 
-:::{#guides-templates}
-:::
-
-Further customize your personal user experience within the {{< var validmind.platform >}}:
-
-:::{#guides-customize}
+:::{#integrations}
 :::
 
 ## Workflows
 
-Use workflows within the {{< var vm.platform >}} to match your organizational needs for risk management oversight:
-
-:::{#guides-workflows}
+:::{#workflows}
 :::
 
-## Model inventory 
+## Model inventory
 
-Use the {{< var validmind.platform >}} model inventory to thoroughly track your models and audit activity:
-
-:::{#guides-model-inventory}
+:::{#model-inventory}
 :::
 
-## Model documentation
-
-First, customize your model document templates and reusable blocks:
+## Documents & templates
 
-:::{#guides-docs-templates}
+:::{#documents-templates}
 :::
 
-Then, document and test your models in your own model development environment with the {{< var validmind.developer >}}:
-
-:::{#guides-developer}
-:::
-
-Finally, refine your model documentation, and collaborate with model validators all within the {{< var validmind.platform >}}:
+## Model documentation
 
-:::{#guides-model-documentation}
+:::{#model-documentation}
 :::
 
 ## Model validation
 
-First, set up your organization for validation, and customize reusable report templates and blocks:
-
-:::{#guides-validator}
-:::
-
-Then, prepare validation reports, work with artifacts and evidence, and collaborate with model developers within the {{< var validmind.platform >}}:
-
-:::{#guides-model-validation}
+:::{#model-validation}
 :::
 
 ## Reporting
 
-Review analytics or export your documents, model inventory, and artifacts for external records:
-
-:::{#guides-reports}
+:::{#reporting}
 :::
 
 ## Monitoring
 
-First, customize your ongoing report templates and reusable blocks:
-
-:::{#guides-monitoring-templates}
-:::
-
-
-Then, regularly evaluate the ongoing accuracy, robustness, and stability of a model after it has been deployed:
-
-:::{#guides-monitoring}
+:::{#monitoring}
 :::
 
 ## Attestation
 
-Document and certify model attributes at specific points in time, supporting compliance and governance processes:
-
-:::{#guides-attestation}
-:::
+:::{#attestation}
+:::
\ No newline at end of file
diff --git a/site/guide/model-documentation/_check-model-documentation.qmd b/site/guide/model-documentation/_check-model-documentation.qmd
deleted file mode 100644
index 9d9addae2d..0000000000
--- a/site/guide/model-documentation/_check-model-documentation.qmd
+++ /dev/null
@@ -1,98 +0,0 @@
-<!-- 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 -->
-
-:::: {.content-visible unless-format="revealjs"}
-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 a Development type file.^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
-
-1. Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
-
-### Select a regulation
-
-1. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
-
-   ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/vdv-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
-
-   A list of regulation-based questions appears for your review.
-
-1. Scroll to the bottom and click **Check Document**.
-
-The {{< var validmind.checker >}} analyzes your documentation, identifies gaps, and generates recommendations for specific questions that you review in the next step.
-
-### Review the observations
-
-1. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
-
-::: {.pl4}
-[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.<br>
-[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.<br>
-[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
-:::
-
-1. Review questions that require attention. Each question includes:
-
-     - **Observation** — An analysis of how the documentation currently addresses the question
-     - **Recommendation** — If suggested, guidance on how to revise the documentation to better address the question
-
-   ![Sample question that is not addressed](/guide/model-documentation/vdv-gap-identified.png){fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'Gap identified' with a recommendation to add a policy paragraph." .screenshot}
-
-   ![Sample question that is partially addressed](/guide/model-documentation/vdv-partial-gap.png){fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'Gap identified' with a recommendation to add a policy paragraph." .screenshot}
-
-   ![Sample question that is fully addressed](/guide/model-documentation/vdv-no-significant-gaps.png){fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'No significant gaps.' with a recommendation to add a policy paragraph." .screenshot}
-
-Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your documentation and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all documentation issues have been addressed, submit your model for validation.
-
-
-::::
-
-
-
-:::: {.content-hidden unless-format="revealjs"}
-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](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models){target="_blank"}.
-
-1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select **Development**.
-
-1. Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
-
-::: {.panel-tabset}
-
-#### i. Select a regulation
-
-a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
-
-   ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/vdv-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
-
-   A list of regulation-based questions appears for your review.
-
-a. Scroll to the bottom and click **Check Document**.
-
-The {{< var validmind.checker >}} analyzes your documentation, identifies gaps, and generates recommendations for specific questions that you review in the next step.
-
-#### ii. Review the observations
-
-a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
-
-::: {.pl4}
-[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.<br>
-[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.<br>
-[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
-:::
-
-a. Review questions that require attention. Each question includes:
-
-     - **Observation** — An analysis of how the documentation currently addresses the question
-     - **Recommendation** — If suggested, guidance on how to revise the documentation to better address the question
-
-Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your documentation and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all documentation issues have been addressed, submit your model for validation.
-
-:::
-
-::::
\ No newline at end of file
diff --git a/site/guide/model-documentation/_check-model-documents.qmd b/site/guide/model-documentation/_check-model-documents.qmd
new file mode 100644
index 0000000000..91aeada34b
--- /dev/null
+++ b/site/guide/model-documentation/_check-model-documents.qmd
@@ -0,0 +1,179 @@
+<!-- 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 -->
+
+:::: {.content-visible unless-format="revealjs"}
+### 1. Select a document
+
+a. In the left sidebar, click **{{< fa cubes >}} Inventory**.
+
+a. 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)]
+
+a. 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)]
+
+a. Click on the file you want to check:^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
+
+   ::: {.panel-tabset}
+
+   #### Development, Monitoring, and custom type documents
+
+   Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
+
+   #### Validation type documents
+
+   a. Locate {{< fa file-circle-check >}} Check Document on the right and click to expand the menu.
+
+   a. Click **{{< fa check >}} Check Document**.
+
+   :::
+
+a. Proceed with selecting a regulation to check your document against.
+
+### 2. Select a regulation
+
+a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to check your document against:
+
+   ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+
+   A list of regulation-based questions appears for your review.
+
+a. Scroll to the bottom and click **Check {document type} Document** where `{document type}` is the type of document you are checking.
+
+The {{< var validmind.checker >}} analyzes your document, identifies gaps, and generates recommendations for specific questions for your review.
+
+### 3. Review the observations
+
+a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
+
+::: {.pl4}
+[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.<br>
+[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.<br>
+[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
+:::
+
+a. Review questions that require attention. Each question includes a(n):
+
+     - **Observation** — An analysis of how the document currently addresses the question
+     - **Recommendation** — If suggested, guidance on how to revise the document to better address the question
+
+   <br>
+
+   ::: {.callout-button .pl4 .nt4}
+   ::: {.callout collapse="true" appearance="minimal"}
+   ### Examples — Observations & recommendations
+
+   ![Sample question that is not addressed](/guide/model-documentation/checker-gap-identified.png){fig-alt="A screenshot showing a question and the observation 'GAP IDENTIFIED' with a recommendation" .screenshot}
+
+   ![Sample question that is partially addressed](/guide/model-documentation/checker-partial-gap.png){fig-alt="A screenshot showing a question and the observation 'PARTIAL GAP' with a recommendation" .screenshot}
+
+   ![Sample question that is fully addressed](/guide/model-documentation/checker-no-significant-gaps.png){fig-alt="A screenshot showing a question and the observation 'NO SIGNIFICANT GAPS' with a recommendation" .screenshot}
+   :::
+   :::
+
+Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your document and decide what revisions should be made.
+
+::::
+
+
+
+<!-- VISIBLE ONLY ON PAGES THAT HAVE A CUSTOM METADATA TAG:
+
+```includes:
+    developer: true
+``` -->
+
+:::: {.content-visible when-format="revealjs" when-meta="includes.developer"}
+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](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models){target="_blank"}.
+
+1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select **Development**.
+
+1. Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
+
+::: {.panel-tabset}
+
+#### 1. Select a regulation
+
+a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to check your document against:
+
+   ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+
+   A list of regulation-based questions appears for your review.
+
+a. Scroll to the bottom and click **Check Document**.
+
+The {{< var validmind.checker >}} analyzes your documentation, identifies gaps, and generates recommendations for specific questions that you review in the next step.
+
+#### 2. Review the observations
+
+a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
+
+::: {.pl4}
+[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.<br>
+[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.<br>
+[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
+:::
+
+b. Review questions that require attention. Each question includes:
+
+     - **Observation** — An analysis of how the documentation currently addresses the question
+     - **Recommendation** — If suggested, guidance on how to revise the documentation to better address the question
+
+Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your documentation and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all documentation issues have been addressed, submit your model for validation.
+
+:::
+
+::::
+
+<!-- VISIBLE ONLY ON PAGES THAT **DO NOT** HAVE A CUSTOM METADATA TAG:
+
+```includes:
+    developer: true
+``` -->
+
+:::: {.content-visible when-format="revealjs" unless-meta="includes.developer"}
+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](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models){target="_blank"}.
+
+1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select **Validation**.
+
+1. Locate {{< fa file-circle-check >}} Check Document on the right and click to expand the menu, then click **{{< fa check >}} Check Document**.
+
+::: {.panel-tabset}
+
+#### 1. Select a regulation
+
+a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to check your document against:
+
+   ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+
+   A list of regulation-based questions appears for your review.
+
+a. Scroll to the bottom and click **Check Validation Document**.
+
+The {{< var validmind.checker >}} analyzes your report, identifies gaps, and generates recommendations for specific questions that you review in the next step.
+
+#### 2. Review the observations
+
+a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
+
+::: {.pl4}
+[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.<br>
+[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.<br>
+[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
+:::
+
+b. Review questions that require attention. Each question includes:
+
+     - **Observation** — An analysis of how the report currently addresses the question
+     - **Recommendation** — If suggested, guidance on how to revise the report to better address the question
+
+Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your report and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all report issues have been addressed, submit your report for review.
+
+:::
+
+::::
+
+
diff --git a/site/guide/model-documentation/_document-checker.qmd b/site/guide/model-documentation/_document-checker.qmd
index 5acea225d3..54919af981 100644
--- a/site/guide/model-documentation/_document-checker.qmd
+++ b/site/guide/model-documentation/_document-checker.qmd
@@ -2,9 +2,9 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-The {{< var validmind.checker >}} is a compliance tool that reviews model documentation against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
+The {{< var validmind.checker >}} is a compliance tool that reviews documents against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
 
-- Assess whether required information is clearly documented
-- Identify missing or weak areas in the documentation
+- Assess whether required information or evidence is clearly documented or attached
+- Identify missing or weak areas in the document
 - Offer guidance on how to improve clarity, completeness, and compliance
-- Ensure consistency with regulatory expectations for risk and model governance
\ No newline at end of file
+- Ensure consistency with regulatory expectations for risk and governance
\ No newline at end of file
diff --git a/site/guide/model-documentation/check-documentation-for-compliance.qmd b/site/guide/model-documentation/check-documentation-for-compliance.qmd
deleted file mode 100644
index 9f71a791ae..0000000000
--- a/site/guide/model-documentation/check-documentation-for-compliance.qmd
+++ /dev/null
@@ -1,80 +0,0 @@
----
-# 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
-title: "Check documentation for compliance"
-date: last-modified
-listing:
-  - id: check-documents
-    type: grid
-    grid-columns: 2
-    max-description-length: 250
-    sort: false
-    fields: [title, description]
-    contents: 
-    - ../../templates/customize-virtual-document-validator.qmd
-    - ../../about/overview-llm-features.qmd
-aliases: 
-  - /guide/model-documentation/check-documents-for-compliance.html
----
-
-Use the {{< var validmind.checker >}} to analyze your completed model documentation by comparing it against regulatory standards.
-
-## What is the {{< var validmind.checker >}}?
-
-
-:::: {.flex .flex-wrap .justify-around}
-
-::: {.w-25-ns .pt3 .pr4}
-![{{< var vm.checker >}}](/about/overview-llm-features-check-document.png){fig-alt="A screenshot showing the LLM feature for checking documentation that can be accessed with the Check Document button" .screenshot}
-
-:::
-
-::: {.w-75-ns}
-{{< include /guide/model-documentation/_document-checker.qmd >}}
-:::
-
-::::
-
-As a compliance tool, the {{< var vm.checker >}} is most useful when your model documentation is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
-
-By default, {{< var vm.product >}} supports the following regulations:
-
-- Federal Reserve Supervisory Letter SR 11-7 (United States)[^1]
-- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)[^2]
-- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)[^3]
-- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)[^4]
-
-::: {.attn}
-
-## Prerequisites
-
-- [x] {{< var link.login >}}
-- [x] The model you are documenting is registered in the model inventory.[^5]
-- [x] The model must have sufficiently complete documentation that can be checked against a regulatory standard.
-- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^6]
-:::
-
-## Check model documentation
-
-{{< include /guide/model-documentation/_check-model-documentation.qmd >}}
-
-## Learn more
-
-::: {#check-documents}
-:::
-<!-- FOOTNOTES -->
-
-[^1]: [SR 11-7](https://www.federalreserve.gov/supervisionreg/srletters/sr1107.htm)
-
-[^2]: [SS1/23](https://www.bankofengland.co.uk/prudential-regulation/publication/2023/may/model-risk-management-principles-for-banks-ss)
-
-[^3]: [Guideline E-23](https://www.osfi-bsif.gc.ca/en/guidance/guidance-library/guideline-e-23-model-risk-management-2027)
-
-[^4]: [Regulation (EU) 2024/1689](https://eur-lex.europa.eu/eli/reg/2024/1689/oj/eng)
-
-[^5]: [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
-
-[^6]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
-
-
diff --git a/site/guide/model-documentation/check-documents-for-compliance.qmd b/site/guide/model-documentation/check-documents-for-compliance.qmd
new file mode 100644
index 0000000000..cbaae4018f
--- /dev/null
+++ b/site/guide/model-documentation/check-documents-for-compliance.qmd
@@ -0,0 +1,53 @@
+---
+# 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
+title: "Check documents for compliance"
+date: last-modified
+listing:
+  - id: check-documents
+    type: grid
+    grid-columns: 2
+    max-description-length: 250
+    sort: false
+    fields: [title, description]
+    contents:
+    - ../../templates/customize-document-checker.qmd
+    - ../../about/overview-llm-features.qmd
+aliases:
+  - /guide/model-documentation/check-documentation-for-compliance.html
+---
+
+Use the {{< var validmind.checker >}} to analyze your completed documents by comparing them against regulatory standards.
+
+{{< include /guide/templates/_what-is-document-checker.qmd >}}
+
+::: {.attn}
+
+## Prerequisites
+
+- [x] {{< var link.login >}}
+- [x] The model you are documenting is registered in the model inventory.[^1]
+- [x] The model must have sufficiently complete documents that can be checked against a regulatory standard.
+- [x] Regulations or policies and associated assessments have been configured for the document types you are checking.[^2]
+- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^3]
+
+:::
+
+## Check documents
+
+{{< include /guide/model-documentation/_check-model-documents.qmd >}}
+
+## Learn more
+
+::: {#check-documents}
+:::
+<!-- FOOTNOTES -->
+
+[^1]: [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
+
+[^2]: [Customize {{< var validmind.checker >}}](/guide/templates/customize-document-checker.qmd)
+
+[^3]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
+
+
diff --git a/site/guide/model-documentation/vdv-gap-identified.png b/site/guide/model-documentation/checker-gap-identified.png
similarity index 100%
rename from site/guide/model-documentation/vdv-gap-identified.png
rename to site/guide/model-documentation/checker-gap-identified.png
diff --git a/site/guide/model-documentation/vdv-no-significant-gaps.png b/site/guide/model-documentation/checker-no-significant-gaps.png
similarity index 100%
rename from site/guide/model-documentation/vdv-no-significant-gaps.png
rename to site/guide/model-documentation/checker-no-significant-gaps.png
diff --git a/site/guide/model-documentation/vdv-partial-gap.png b/site/guide/model-documentation/checker-partial-gap.png
similarity index 100%
rename from site/guide/model-documentation/vdv-partial-gap.png
rename to site/guide/model-documentation/checker-partial-gap.png
diff --git a/site/guide/model-documentation/checker-selection.png b/site/guide/model-documentation/checker-selection.png
new file mode 100644
index 0000000000..54fe93fac0
Binary files /dev/null and b/site/guide/model-documentation/checker-selection.png differ
diff --git a/site/guide/model-documentation/vdv-selection.png b/site/guide/model-documentation/vdv-selection.png
deleted file mode 100644
index 9539ff47d4..0000000000
Binary files a/site/guide/model-documentation/vdv-selection.png and /dev/null differ
diff --git a/site/guide/model-documentation/working-with-model-documentation.qmd b/site/guide/model-documentation/working-with-model-documentation.qmd
index c2a6d11c0e..49631bb8ec 100644
--- a/site/guide/model-documentation/working-with-model-documentation.qmd
+++ b/site/guide/model-documentation/working-with-model-documentation.qmd
@@ -24,7 +24,7 @@ listing:
     fields: [title, description]
     contents:
       - assign-documentation-section-statuses.qmd
-      - check-documentation-for-compliance.qmd
+      - check-documents-for-compliance.qmd
       - collaborate-with-others.qmd
       - submit-for-approval.qmd
 aliases:
diff --git a/site/guide/model-validation/preparing-validation-reports.qmd b/site/guide/model-validation/preparing-validation-reports.qmd
index 1f39722977..dd35bcdbbd 100644
--- a/site/guide/model-validation/preparing-validation-reports.qmd
+++ b/site/guide/model-validation/preparing-validation-reports.qmd
@@ -18,11 +18,12 @@ listing:
       - ../model-documentation/work-with-document-versions.qmd
   - id: complete-reports
     type: grid
-    grid-columns: 2
+    grid-columns: 3
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
+      - ../model-documentation/check-documents-for-compliance.qmd
       - ../model-documentation/collaborate-with-others.qmd
       - ../model-documentation/submit-for-approval.qmd
 aliases:
@@ -123,7 +124,7 @@ Complete your validation report by reviewing submitted model documentation and a
 :::{#draft-reports}
 :::
 
-Collaborate with other stakeholders and submit your work for approval:
+Wrap up your report, collaborate with other stakeholders, and submit your work for approval:
 
 :::{#complete-reports}
 :::
diff --git a/site/guide/monitoring/enable-monitoring.qmd b/site/guide/monitoring/enable-monitoring.qmd
index 6acbd80f1a..e547b47c2a 100644
--- a/site/guide/monitoring/enable-monitoring.qmd
+++ b/site/guide/monitoring/enable-monitoring.qmd
@@ -24,8 +24,6 @@ To start uploading ongoing monitoring results for a model to {{< var vm.product
 
 ## Steps
 
-::: {.panel-tabset}
-
 ### 1. Get monitoring code snippet
 
 {{< include /developer/model-documentation/_code-snippet.qmd >}}
@@ -130,8 +128,6 @@ Attempting to initialize the {{< var vm.developer >}} with a document that does
 
 :::
 
-:::
-
 
 ## What's next
 
diff --git a/site/guide/templates/_add-assessment-questions.qmd b/site/guide/templates/_add-assessment-questions.qmd
index c5ada9561f..8838206a42 100644
--- a/site/guide/templates/_add-assessment-questions.qmd
+++ b/site/guide/templates/_add-assessment-questions.qmd
@@ -2,27 +2,12 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-<!-- PDF UPLOAD IS CURRENTLY HIDDEN BEHIND A FEATURE FLAG -->
-
-<!-- Manually add assessment questions, or generate questions from a PDF upload: -->
-
 :::: {.content-visible unless-format="revealjs"}
+Manually add assessment questions, or generate questions from a PDF upload for Development only type assessments:
 
-a. Click **{{< fa plus >}} Add Question(s)** to create a new question.
-
-a. Enter in the **[questions]{.smallcaps}**:
-
-    - Each line without a break (enter) is considered one complete question.^[Empty lines will be ignored.]
-    - To add a separate question, press enter to start a new line.
-    - Questions will be added in the order they appear.
-
-    As you enter questions, the count of questions will update.
+#### Manually add questions
 
-a. Click **Add # Question(s)** to insert questions into the assessment.
-
-<!-- #### Manually add questions
-
-a. Click **{{< fa plus >}} Add Question(s)** to create a new question.
+a. Click **{{< fa plus >}} Add Question** to create a new question.
 
 a. Enter in the **[questions]{.smallcaps}**:
 
@@ -36,17 +21,18 @@ a. Click **Add # Question(s)** to insert questions into the assessment.
 
 #### Generate questions from PDF uploads
 
-::: {.callout-important}
-Uploading a PDF document will replace all previously existing questions, including any custom questions inserted manually.
+::: {.callout-important title="Uploading a PDF document will replace all existing questions, including any custom questions inserted manually or generated from previous PDF uploads."}
+Currently, generating questions from PDF uploads is only available for Development type assessments.
+
 :::
 
-a. Click **{{< fa plus >}} Add Document** to upload a PDF, or **{{< fa plus >}} Change Document** to replace an existing PDF.
+a. Click **{{< fa diamond >}} Generate From File** to upload a PDF.
 
-a. On the Upload Document modal, drag and drop a PDF into the upload box, or click on the upload box to select a file.
+a. Drag and drop a PDF into the upload box, or click on the upload box to select a file.
 
-a. Click **Upload Document** to automatically generate questions based on your PDF upload.
+a. Click **Yes, Upload File** to automatically generate questions based on your PDF upload.
 
-a. After questions are generated, review and edit them to ensure that they adhere to your upload's requirements. -->
+a. After questions are generated, review and edit them to ensure that they adhere to your upload's requirements.
 
 ::::
 
@@ -54,9 +40,9 @@ a. After questions are generated, review and edit them to ensure that they adher
 
 :::: {.content-hidden unless-format="revealjs"}
 
-1. Select the assessment you want to add questions to by clicking on it.
+Select the assessment you want to add questions to by clicking on it:
 
-1. Click **{{< fa plus >}} Add Question(s)** to create a new question.
+1. Click **{{< fa plus >}} Add Question** to create a new question.
 
 1. Enter in the **[questions]{.smallcaps}**:
 
diff --git a/site/guide/templates/_add-assessments.qmd b/site/guide/templates/_add-assessments.qmd
index 28426474bf..f0b08019a0 100644
--- a/site/guide/templates/_add-assessments.qmd
+++ b/site/guide/templates/_add-assessments.qmd
@@ -3,29 +3,33 @@ 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"}
-a. Click **{{< fa plus >}} Add** to create a new assessment.
+a. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
 
 a.  Provide the details for your assessment:
 
     - **[assessment name]{.smallcaps}**
+    - **[assessment type]{.smallcaps}** — Development^[Development type assessments are available for Development, Monitoring, and custom document types.] or Validation^[Validation type assessments are only available for Validation type document types.]
+    - **[document type]{.smallcaps}** — Select the document types^[[Manage document types](/guide/templates/manage-document-types.qmd)] that this assessment should be available for.
     - (Optional) **[description]{.smallcaps}**
 
-a. Click **Add** to create your assessment.
+a. Click **Add Assessment** to create your assessment.
 
-a. Once created, add or edit the assessment questions.^[[Add or edit assessment questions](/guide/templates/customize-virtual-document-validator.qmd#add-or-edit-assessment-questions)]
+a. Once created, add or edit the assessment questions.^[[Add or edit assessment questions](/guide/templates/customize-document-checker.qmd#add-or-edit-assessment-questions)]
 
 ::::
 
 
 
 :::: {.content-hidden unless-format="revealjs"}
-4. Click **{{< fa plus >}} Add** to create a new assessment.
+4. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
 
 5.  Provide the details for your assessment:
 
     - **[assessment name]{.smallcaps}**
+    - **[assessment type]{.smallcaps}** — Development (Development, Monitoring, and custom document types) or Validation (Validation type documents only)
+    - **[document type]{.smallcaps}** — Select the [document types](/guide/templates/manage-document-types.qmd){target="_blank"} that this assessment should be available for.
     - (Optional) **[description]{.smallcaps}**
 
-6. Click **Add** to create your assessment.
+6. Click **Add Assessment** to create your assessment.
 
 ::::
\ No newline at end of file
diff --git a/site/guide/templates/_add-regulations-policies.qmd b/site/guide/templates/_add-regulations-policies.qmd
index 94800f98ae..163f69af38 100644
--- a/site/guide/templates/_add-regulations-policies.qmd
+++ b/site/guide/templates/_add-regulations-policies.qmd
@@ -3,28 +3,28 @@ 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"}
-a. Click **{{< fa plus >}} Add** to create a new regulation or policy.
+a. Click **{{< fa plus >}} Add Regulation or Policy** to create a new regulation or policy.
 
 a.  Provide the details for your regulation or policy:
 
     - **[regulation or policy name]{.smallcaps}**
     - (Optional) **[description]{.smallcaps}**
 
-a. Click **Add** to create your regulation or policy.
+a. Click **Add Regulation or Policy** to create your regulation or policy.
 
-a. Once created, manage your regulation or policy assessments.^[[Manage assessments](/guide/templates/customize-virtual-document-validator.qmd#manage-assessments)]
+a. Once created, manage your regulation or policy assessments.^[[Manage assessments](/guide/templates/customize-document-checker.qmd#manage-assessments)]
 
 ::::
 
 
 :::: {.content-hidden unless-format="revealjs"}
-3. Click **{{< fa plus >}} Add** to create a new regulation or policy.
+3. Click **{{< fa plus >}} Add Regulation or Policy** to create a new regulation or policy.
 
 4.  Provide the details for your regulation or policy:
 
     - **[regulation or policy name]{.smallcaps}**
     - (Optional) **[description]{.smallcaps}**
 
-5. Click **Add** to create your regulation or policy.
+5. Click **Add Regulation or Policy** to create your regulation or policy.
 
 ::::
\ No newline at end of file
diff --git a/site/guide/templates/_what-is-document-checker.qmd b/site/guide/templates/_what-is-document-checker.qmd
new file mode 100644
index 0000000000..1877ec5310
--- /dev/null
+++ b/site/guide/templates/_what-is-document-checker.qmd
@@ -0,0 +1,55 @@
+<!-- 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 -->
+
+#### What is the {{< var validmind.checker >}}?
+
+:::: {.flex .flex-wrap .justify-around}
+
+::: {.w-25-ns .pt3 .pr4}
+![{{< var vm.checker >}}](/about/overview-llm-features-check-document.png){fig-alt="A screenshot showing the LLM feature for checking documentation that can be accessed with the Check Document button"}
+
+:::
+
+::: {.w-75-ns}
+{{< include /guide/model-documentation/_document-checker.qmd >}}
+
+
+<!-- VISIBLE ONLY ON PAGES THAT **DO NOT** HAVE A CUSTOM METADATA TAG:
+
+```includes:
+    customize: true
+``` -->
+
+
+:::: {.content-visible when-format="html" when-meta="includes.customize"}
+Customizing the {{< var validmind.checker >}} to support your organization's unique regulatory requirements and policies helps start quality assurance early in the model lifecycle and enables individual contributors to actively participate in risk-management oversight.
+
+::::
+
+:::: {.content-visible when-format="html" unless-meta="includes.customize"}
+As a compliance tool, the {{< var validmind.checker >}} is most useful when your documentation or report is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
+
+::::
+
+:::
+
+::::
+
+<br>
+
+<span id="default-regulations"></span>
+
+::: {.callout-button .pl4 .nt4}
+::: {.callout collapse="true" appearance="minimal"}
+### What regulations are supported by default?
+
+By default, {{< var vm.product >}} supports the following regulations:
+
+- Federal Reserve Supervisory Letter SR 11-7 (United States)
+- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)
+- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)
+- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)
+
+:::
+:::
\ No newline at end of file
diff --git a/site/guide/templates/customize-virtual-document-validator.qmd b/site/guide/templates/customize-document-checker.qmd
similarity index 86%
rename from site/guide/templates/customize-virtual-document-validator.qmd
rename to site/guide/templates/customize-document-checker.qmd
index 7a0aaafd37..5c05105d48 100644
--- a/site/guide/templates/customize-virtual-document-validator.qmd
+++ b/site/guide/templates/customize-document-checker.qmd
@@ -12,11 +12,17 @@ listing:
     sort: false
     fields: [title, description]
     contents:
-    - ../../model-documentation/check-documentation-for-compliance.qmd
+    - ../../model-documentation/check-documents-for-compliance.qmd
     - ../../about/overview-llm-features.qmd
+aliases:
+  - /guide/templates/customize-virtual-document-validator.html
+includes:
+    customize: true
 ---
 
-Manage the regulations and policies and their attached assessments available when you use the {{< var vm.product >}} {{< var validmind.checker >}}.
+Manage the regulations and policies and their attached assessments available when you use the {{< var validmind.checker >}}.
+
+{{< include /guide/templates/_what-is-document-checker.qmd >}}
 
 ::: {.attn}
 
@@ -93,9 +99,14 @@ To manage an assessment:
 
 #### Clone assessments
 
+::: {.callout}
+Cloned assessments are the same assessment type and are available to the same document types as the original assessment.
+
+:::
+
 a. Hover over the assessment you want to clone.
 
-b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa copy >}} Clone** to make changes to the:
+b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa copy >}} Clone Assessment** to make changes to the:
 
     - **[regulation or policy name]{.smallcaps}**
     - (Optional) **[description]{.smallcaps}**
@@ -133,7 +144,7 @@ Click **{{<fa magnifying-glass >}} Search** to enter in your keywords, then pres
 
 a. Hover over the question you want to edit.
 
-b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa pencil >}} Edit** to make changes to the **[question text]{.smallcaps}**.
+b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa pencil >}} Edit** to make changes to the **[question]{.smallcaps}**.
 
 c. Click **Update Question** to save your changes.
 
@@ -148,7 +159,7 @@ c. Click **Update Question** to save your changes.
 
 [^1]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
 
-[^2]: [Check documentation for compliance](/guide/model-documentation/check-documentation-for-compliance.qmd#what-is-the)
+[^2]: [What regulations are supported by default?](#default-regulations)
 
 [^3]: [Add or edit assessment questions](#add-or-edit-assessment-questions)
 
diff --git a/site/guide/templates/working-with-model-documents.qmd b/site/guide/templates/working-with-model-documents.qmd
index 98b8d61e2b..f5da412688 100644
--- a/site/guide/templates/working-with-model-documents.qmd
+++ b/site/guide/templates/working-with-model-documents.qmd
@@ -7,14 +7,13 @@ date: last-modified
 listing:
   - id: model-documents
     type: grid
-    grid-columns: 3
+    grid-columns: 2
     max-description-length: 250
     sort: false
     fields: [title, description]
     contents:
       - manage-document-types.qmd
       - manage-model-documents.qmd
-      - customize-virtual-document-validator.qmd
 ---
 
 Set up document types, categories of model-related content, for use on models across your organization, and the regulations and policies that oversee your documents within the {{< var validmind.platform >}}.
diff --git a/site/styles.css b/site/styles.css
index a458310136..8bf997bee6 100644
--- a/site/styles.css
+++ b/site/styles.css
@@ -428,6 +428,7 @@ figcaption {
   font-weight: bold;
 }
 
+/* Non-link sidebar labels (`- text:` without file) and similar */
 .sidebar-item .menu-text {
   text-transform: uppercase;
   color: #196972;
@@ -688,18 +689,18 @@ body::before {
 }
 
 .footer-user-guides-column-1 {
-  min-width: 125px;
-  flex: 1;
+  min-width: 120px;
+  flex: 0.9 1 0;
 }
 
 .footer-user-guides-column-2 {
-  min-width: 160px;
-  flex: 1;
+  min-width: 200px;
+  flex: 1.35 1 0;
 }
 
 .footer-user-guides-column-3 {
-  min-width: 125px;
-  flex: 1;
+  min-width: 120px;
+  flex: 0.9 1 0;
 }
 
 .page-footer ul,
diff --git a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
index 4ad4380a80..e5587bb64b 100644
--- a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
+++ b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
@@ -413,7 +413,7 @@ Add regulations & policies
 :::
 
 ::: {.tc}
-[Learn more ...](/guide/templates/customize-virtual-document-validator.qmd#manage-regulations-and-policies){.button target="_blank"}
+[Learn more ...](/guide/templates/customize-document-checker.qmd#manage-regulations-and-policies){.button target="_blank"}
 :::
 
 <br>Try it **live** on the next page. {{< fa hand-point-right >}}
@@ -433,16 +433,17 @@ Add regulations & policies
 :::
 ::::
 
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
 
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
 ::: {.tc}
 **Add a regulation or policy**
 :::
 
-1. Click **{{< fa plus >}} Add** to create a new regulation or policy.
-2.  Provide a **[regulation or policy name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
-3. Click **Add** to create your regulation or policy.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Click **{{< fa plus >}} Add Regulation or Policy** to create a new regulation or policy.
+3.  Provide a **[regulation or policy name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
+4. Click **Add Regulation or Policy** to create your regulation or policy.
 
 When you're done, click [{{< fa chevron-right >}}]() to continue.
 
@@ -455,7 +456,7 @@ When you're done, click [{{< fa chevron-right >}}]() to continue.
 Add assessments
 
 ::: {.tc}
-[Learn more ...](/guide/templates/customize-virtual-document-validator.qmd#add-or-clone-assessments){.button target="_blank"}
+[Learn more ...](/guide/templates/customize-document-checker.qmd#add-or-clone-assessments){.button target="_blank"}
 :::
 
 <br>Try it **live** on the next page. {{< fa hand-point-right >}}
@@ -477,17 +478,18 @@ Add assessments
 :::
 ::::
 
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
 
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
 ::: {.tc}
 **Add an assessment**
 :::
 
-1. Select the regulation or policy you added in the previous step by clicking on it.
-2. Click **{{< fa plus >}} Add** to create a new assessment.
-3.  Provide an **[assessment name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
-6. Click **Add** to create your assessment.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Select the regulation or policy you added in the previous step by clicking on it.
+3. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
+4.  Provide an **[assessment name]{.smallcaps}**, then select the **[assessment type]{.smallcaps}** and **[document type]{.smallcaps}**.
+5. Click **Add Assessment** to create your assessment.
 
 When you're done, click [{{< fa chevron-right >}}]() to continue.
 
@@ -500,7 +502,7 @@ When you're done, click [{{< fa chevron-right >}}]() to continue.
 Add assessment questions
 
 ::: {.tc}
-[Learn more ...](/guide/templates/customize-virtual-document-validator.qmd#add-or-edit-assessment-questions){.button target="_blank"}
+[Learn more ...](/guide/templates/customize-document-checker.qmd#add-or-edit-assessment-questions){.button target="_blank"}
 :::
 
 <br>Try it **live** on the next page. {{< fa hand-point-right >}}
@@ -513,17 +515,19 @@ Add assessment questions
 :::
 ::::
 
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
 
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
 ::: {.tc}
 **Add an assessment question**
 :::
 
-1. Select the assessment you want to add questions to by clicking on it.
-2. Click **{{< fa plus >}} Add Question(s)** to create a new question.
-3. Enter in the **[questions]{.smallcaps}**.
-4. Click **Add # Question(s)** to insert questions into the assessment.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Select the regulation or policy you added previously by clicking on it.
+3. Select the assessment you added previously by clicking on it.
+4. Click **{{< fa plus >}} Add Question** to create a new question.
+5. Enter in the **[questions]{.smallcaps}**.
+6. Click **Add # Question(s)** to insert questions into the assessment.
 
 When you're done, click [{{< fa chevron-right >}}]() to continue.
 
diff --git a/site/training/assets/training.css b/site/training/assets/training.css
index fd9c05cd23..2f2866c96a 100644
--- a/site/training/assets/training.css
+++ b/site/training/assets/training.css
@@ -13,7 +13,7 @@ div[id^="fn"] a:hover,
 #supported-model-types a:hover,
 #supported-modeling-libraries-and-other-tools a:hover,
 #submit-feedback a:hover,
-#whats-next a:hover:not(.quarto-grid-link) {
+#whats-next a:hover:not(.quarto-grid-link):not(.button) {
   text-decoration: underline 2px solid #083E44 !important;
 }
   
diff --git a/site/training/common-slides/_document-checker.qmd b/site/training/common-slides/_document-checker.qmd
index 60faf7e0f2..ec9ed7fa3b 100644
--- a/site/training/common-slides/_document-checker.qmd
+++ b/site/training/common-slides/_document-checker.qmd
@@ -10,7 +10,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 
 ::: {.tc}
-[Learn more ...](/guide/model-documentation/check-documentation-for-compliance.qmd){.button target="_blank"}
+[Learn more ...](/guide/model-documentation/check-documents-for-compliance.qmd){.button target="_blank"}
 :::
 
 :::
diff --git a/site/training/developer-fundamentals/finalizing-model-documentation.qmd b/site/training/developer-fundamentals/finalizing-model-documentation.qmd
index 73fee394f0..61e23c7122 100644
--- a/site/training/developer-fundamentals/finalizing-model-documentation.qmd
+++ b/site/training/developer-fundamentals/finalizing-model-documentation.qmd
@@ -244,7 +244,7 @@ Use the {{< var vm.checker >}}
 
 ::: {.column width="70%" .bl .pl4 .f4}
 
-{{< include /guide/model-documentation/_check-model-documentation.qmd >}}
+{{< include /guide/model-documentation/_check-model-documents.qmd >}}
 
 :::
 
diff --git a/site/training/validator-fundamentals/finalizing-validation-reports.qmd b/site/training/validator-fundamentals/finalizing-validation-reports.qmd
index c03373e4d4..26e95d307c 100644
--- a/site/training/validator-fundamentals/finalizing-validation-reports.qmd
+++ b/site/training/validator-fundamentals/finalizing-validation-reports.qmd
@@ -198,7 +198,7 @@ When you're done, click [{{< fa chevron-right >}}]() to continue.
 
 :::: {.columns}
 ::: {.column width="30%" .pr4 .f2}
-Assess compliance
+Assess model compliance
 
 ::: {.f5 .nt2 .pl2 .mb4}
 (Scroll down for the full instructions.)
@@ -254,6 +254,51 @@ When you're done, click [{{< fa chevron-right >}}]() to continue.
 
 :::
 
+{{< include /training/common-slides/_document-checker.qmd >}}
+
+<br>
+Learn how to **use the {{< var vm.checker >}} to review validation reports** on the next page. {{< fa hand-point-right >}}
+
+## {.scrollable}
+
+:::: {.columns}
+::: {.column width="30%" .pr4 .f2}
+Use the {{< var vm.checker >}}
+
+::: {.f5 .nt2 .pl2 .mb4}
+(Scroll down for the full instructions.)
+:::
+
+
+<br>Try it **live** on the next page. {{< fa hand-point-right >}}
+:::
+
+::: {.column width="70%" .bl .pl4 .f4}
+
+{{< include /guide/model-documentation/_check-model-documents.qmd >}}
+
+:::
+
+::::
+
+## {background-iframe="https://app.prod.validmind.ai/model-inventory" background-interactive="true" data-preload="yes"}
+
+:::: {.slideover--b .auto-collapse-10}
+::: {.tc}
+**Check your validation report**
+:::
+
+1. Select the name of your model you registered for this course to open up the model details page.
+2. On the left sidebar that appears for your model, click **Validation** under {{< fa file >}} Documents.
+3. Locate {{< fa file-circle-check >}} Check Document on the right and click to expand the menu, then click **{{< fa check >}} Check Document**.
+4. Select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your report against.
+5. Scroll to the bottom and click **Check Validation Document**.
+6. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations.
+
+When you're done, click [{{< fa chevron-right >}}]() to continue.
+
+::::
+
 # Manage artifacts {background-color="#083E44" background-image="/training/assets/home-hero.svg"}
 
 ## {.scrollable}
diff --git a/site/training/what-is-validmind/what-is-validmind.qmd b/site/training/what-is-validmind/what-is-validmind.qmd
index a121a7573b..7ae9832d20 100644
--- a/site/training/what-is-validmind/what-is-validmind.qmd
+++ b/site/training/what-is-validmind/what-is-validmind.qmd
@@ -872,7 +872,7 @@ Use {{< var vm.product >}}'s {{< var vm.checker >}} to:
 ::: {.slideover--b .auto-collapse}
 
 ::: {.tc .nt4}
-[[{{< fa circle-info >}}&ensp;How do I use the {{< var vm.checker >}}?]{.button .button-light-green .shadow-5-ns}](/guide/model-documentation/check-documentation-for-compliance.qmd){target="_blank"}
+[[{{< fa circle-info >}}&ensp;How do I use the {{< var vm.checker >}}?]{.button .button-light-green .shadow-5-ns}](/guide/model-documentation/check-documents-for-compliance.qmd){target="_blank"}
 :::
 
 :::