Introduction to Version Release

A document version is released through the Document Release Process, a guided dialog that takes it from approved content to an effective, released document. It is the controlled step in which a version is approved, signed off, and made effective, so that the right people are trained on it and the previous version is retired, and it keeps a record of who did what. You open it with the Document Release command on a saved version.

Across the top, a stage bar shows how far the version has progressed, Document Created → Approved → Release Plan And Training → Released, and a guidance banner tells you which document you are releasing and what is needed next (for example, "Define Approver to initiate release").

Below the banner, the work is split into expandable sections, each showing its own status so you can see where things stand: Document Information, Authoring, Review, Approval, Release, Training, and Consultations. For example, Authoring shows Active, Review shows Not Applicable when review is not required, and Approval shows Not Started until you begin.

From here you move through three steps, each covered below:

• Start the release by setting an approval mode and approvers.

• Approve or reject the version with your signature PIN.

• Plan and release the document by setting its dates.