Configuring Gatekeeper

Learn how to set up your Gatekeeper environment so it is ready to work for you and your users

Integrations

• Remote Backup
• Tax ID Number Matching

Basic Tenant Configuration

• Configuration: The Fundamentals
• Branding Your Tenant
• Configure Currencies
• Configure Dropdown Lists
• Configure Additional Owners
• Configure the Navigation Menu
• Configure the Import/Export Date Format
• Configure your Contract and Vendor Views

Custom Data Fields

• Field Types for Custom Data
• Custom Tabs
• Configure Custom Data
• Configure Smart Forms
• Delete Custom Data

"Gatekeeper Expert" Series

• ⚡️ Gatekeeper Expert - Download Links ⚡️
• ⚡️ Gatekeeper Expert - Dynamic Dates ⚡️
• ⚡️ Gatekeeper Expert - RBAC For All ⚡️
• ⚡️Gatekeeper Expert - Team Inboxes ⚡️
• ⚡️ Gatekeeper Expert - Workflow Access Masterclass⚡️
• ⚡️ Gatekeeper Expert - Testing Triggered Workflows ⚡️
• ⚡️ Gatekeeper Expert - Only "Onboarded" Vendors ⚡️
• ⚡️ Gatekeeper Expert - Workflow Resubmissions & Appeals ⚡️
• ⚡️ Gatekeeper Expert: Team Contracts ⚡️
• ⚡️ Gatekeeper Expert - Parallel Workflow 1 ⚡️
• ⚡️ Gatekeeper Expert - Parallel Workflow 2 ⚡️
• ⚡️AI Extract, Contract Summary, & OCR Search⚡️