Creating release documents

A release document tracks the release details and the availability to customers in projects or portfolios. 

This topic guides you on how to submit and edit documentation documents.

To create and edit a release document

1. Log in Agility Suite application.
2. Open the Portfolio or Project, where you want to create the new document.
3. Go to the Related tab and click New.

4. On the Create Document page, enter the values for the following fields: 

   Field	Description
   Document Type	Select Release.
   Index	This field allows maintaining the indexing of documents.
   Summary	Enter a Summary of the Document which will describe the objective.
   Visible in Portfolio	Values: Yes, No. If 'Yes', the document is listed on the related tab of the portfolio.

5. Click Create.
6. The new document is created in Draft status.
7. For adding the details of the document, click on Summary from the list.

8. On Specify Document page details, add the data required in the corresponding fields: 

   Field	Description
   Release Version	Enter a Release version.
   Release Description	Detail description which can have information about the release.
   Release Controlled Availability	Select the tentative date for the Product's Release
   General Availability	Select the tentative date for the Product's General Availability to customers

9. Click on the Save action button to save the changes. Once required information based on document type is added it goes into Defined status.