Outbound Processing Overview

Outbound Processing is a collection of functions that are used to export data from the CLM to external systems. Via this menu selection, a user can perform the following actions:

Menu Item Selection

To access Outbound Processing, first bring up the Main Menu. Information on how to do this is contained in the section of the Help Guide entitled "General Information".

Once the Main Menu is displayed, position the mouse cursor over the tab entitled "Outbound". If your security profile grants you access to Outbound Processing, the menu tab will turn green. Click on the green tab to access the Outbound Processing function.

 

Upon clicking the "Outbound" tab, the main Outbound Processing screen is displayed.