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