Releasing Documents

After a document has been modified and when it is ready to be moved to the next development phase, you place it in the Released vault. The Release operation is generally performed when a supervisor releases a stage of development of the document.

Once a document is placed in the Released vault, it can only be released as a new revision to ensure the safekeeping of this version of the document. The document can be checked out as a New Release with a new revision number.

You can perform a Release operation on a document assigned one of the following states:

  • New

  • Checked Out



  1. Select SmarTeam > Life Cycle >   Release.
    Lifecycle Page dialog box is displayed.

  2. Fill in the fields as described in Release Dialog Box, or accept the default attributes.

  3. Click OK to confirm the Release operation and exit the dialog box.
    When done, the document is then assigned the "Released" status

Release Dialog Box

The following describes the options in the Release dialog box:

Name Description
Set to No Operation Performs no operation on the selected object
Set to Check In Checks the selected document into the vault
Apply Operation to Branch Applies this operation to the entire document branch
Comment Allows you to enter any comments relating to the Check In process
Keep Checked Out Keeps the file checked out for modifications after performing the Check In operation
Keep Local File Keeps the file located in the working directory in read-only mode
Released Parents of Previous Revision Links the object to all the released parents of the previous revision
Checked in Parents of Previous Revision Links the object to the checked in parents of the previous revision
Phase Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
Effective From/Until Click the Date button to enter applicable dates for effectivity in these fields
Current Revision Checks the document in as a new revision.
Replace Previous Revision Checks the document in under the previous revision, overwriting the previous revision
Apply Changes Performs the Check In operation and keeps the dialog box open.
OK Performs the Check In operation and you exit the dialog box.