Release Management for CAD Design
Accelerate product design with release management processes and customize approval workflows to your business needs.
What is Release Management?
Release management is the process of managing design changes, ensuring that only approved design updates are used downstream. It provides data traceability and helps ensure quality and adherence to business standards. Onshape streamlines release management tasks so you can shorten release processes from days to a few minutes.
Key Features
Streamlined Release Management
Set up automation for standard release and approval workflows, including teams, roles, and preferences, in just a few steps. Onshape’s flexible part-numbering generates part numbers and revision schemas, streamlining the design and approval process. Manage revision control for parts, assemblies, and drawings, tracking their status in real-time—whether in-progress, released, or rejected.
Continuous Access
Balancing data control with flexibility and collaboration is crucial in release management. Onshape ensures continuous data access, allowing uninterrupted work during the creation and approval stages. With this, you can support engineering change orders (ECO) seamlessly, sharing assemblies, drawings, and data without blocking access. Onshape enables you to work efficiently from any device even mobile devices through the Onshape Mobile App. With this level of access, you can approve and release designs even on the go.
Live Updates
Stay updated with live notifications. Built-in change detection, alerts, and visual cues keep teams aware and informed about new versions of parts or assemblies, ensuring the correct revision is always in use.
Additionally, approvers and observers are automatically notified whenever a design undergoes changes or requires review, streamlining communication in the approval process.
Simplified Sharing
Onshape simplifies the process of identifying the revision of a CAD model, ensuring you share the correct CAD with manufacturing every time. Visual cues and filters show a part's release status, saving valuable time. Onshape Publications lets you collate released designs from multiple Documents for easy, secure sharing with external suppliers and manufacturing partners.
Fast and Flexible Approvals
Traditional file-based PDM wastes time on rejected designs, requiring users to recreate and resubmit files. Onshape’s built-in, cloud-native PDM allows easy rollback, cancellation, and cloning of new release candidates. This flexible approach to building release packages and managing assignees helps teams quickly overcome setbacks and reach approved designs faster.
Uncomplicated Administration
Eliminate cost overruns and downtime with Onshape’s cloud-native PDM. Its built-in release management capabilities require no additional licenses, installs, or IT administration, and comes at no extra cost. Quickly scale your team to changing business demands, and collaborate safely with external partners by including them in your release processes to accelerate project timelines.
Explore More
Maximize productivity with Onshape's Release Management and innovative data management features, including history tracking, branching and merging, versioning, and real-time collaboration.
From Revision A to Revision B: Simplify How You Version Designs with Cloud-Native CAD & PDM
05.14.2024
Onshape’s agile release management tools simplify the revision and approval workflow. Integrated release planning eliminates file issues, manual tracking, and third-party version control hassles.
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Onshape Tasks: Key Benefits and Use Cases
12.18.2024
Learn how Onshape Tasks streamlines design workflows, enhances team collaboration, and automates engineering processes. Discover key features for efficient CAD project management
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Tech Tip: Enforcing Required Properties in Release Management Workflows
06.10.2025
Onshape’s required properties keep your CAD data complete and compliant without the hassle during release workflows.
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Tech Tip: How to Incorporate Release Management with Workspace Protections in Onshape
07.09.2024
Workspace protection prevents users from making unintentional edits to a design branch. Utilize this feature with Onshape’s release management for a clean, easy-to-navigate history for all users in your organization.
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Tech Tip: How to Quickly Update Releases with Cloning in Onshape
08.27.2024
This Tech Tip explains how to quickly update release packages in Onshape by cloning them. This streamlines your release management process.
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Tech Tip: How to Show Onshape Assembly List Properties
03.05.2024
In this Tech Tip, learn how to show part numbers, revisions, and release states of parts within an Onshape assembly list.
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Tech Tip: Multiple Revision Schemes for Release Workflows
06.04.2024
This Tech Tip will explain how Onshape Enterprise users can customize release workflows beyond the company-wide release settings for a tailored experience.
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Tech Tip: Overriding Release Settings in Onshape Enterprise
07.30.2024
This Tech Tip explains how Onshape Enterprise Release Settings can be overridden using custom workflows.
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Tech Tip: Versions vs. Revisions – When and How to Use Them
01.14.2025
Learn the key differences between versions and revisions in Onshape to effectively manage design milestones and changes. Compare Onshape’s intuitive approach to traditional CAD and PDM systems, and discover how its built-in tools streamline collaboration, release management, and production workflows.
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Onshape makes it easy to set up release management, create release candidates, and streamline your approval workflows.



Instead of sending CAD files around, you just share a link. That’s something we’ve really leaned into as we’ve grown as a team… Onshape makes it really easy to share up-to-date information across different locations. ’’









