Manage a released document

Once the document iteration has been released, you'll notice that much of the data that you could previously modify is now locked. In particular, the information that gives the document its unique identity (the owner, document type, number, revision and lifecycle) is now permanently established.

A document iteration is released only once, and can be a used until canceled. A released document can be listed on any number of advisory change forms (such as a change proposal) as necessary.

  • If any product families are shown on the item, then members of the product team can edit some attributes even after the item has been released. Your administrator decides who is a product team member in the Product Families collection.

  • If the released the document has major changes that affect its application or purpose, then copy the document to make a replacement. Select the Snapshot to Document command from the Edit menu, and edit the new copy.

  • If the changes are minor, such as editing document attributes or references, or attaching an updated file to the Files: Revision Files list, then you typically make a new iteration of that document.

    For details, see the Revise a released document topic.

  • Finally, if you discover a clerical error that requires a small "off the books" correction, your administrator can edit certain fields specified by the Tools menu: Administrator Override command.


Help Guide Contents [as PDF]