How to Plan and Release
This final step sets when the version takes effect and either releases it now or schedules it for later. At the Release Plan And Training stage, the banner reads "Set effective date and next review date to release", telling you the dates are required before the version can go live.
In the Release section, set the Effective Date (the date from which this version applies) and the Next Review Date (when the document should next be reviewed).
Decide how to release:
Select Save & Close to schedule the release for the effective date you set; the version becomes effective automatically on that date.
Select Release Document Immediately to release it now.
If you release immediately, the Release Document As Effective dialog asks you to confirm. If no training was created for the version, it warns you of this and asks whether to release anyway; select Release Document to proceed. If you do not release now, the document is released on the selected Effective Date.
Once released, the process reaches Released and the banner shows "Released on [date] by [user]."
