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Configuring Gatekeeper
The Fundamentals of Gatekeeper
The Basics
Contracts
Suppliers
Files
Data Management
Collaborating With Gatekeeper
Technical Information
Configuring Gatekeeper
Basic Tenant Configuration
Custom Data Fields
"Gatekeeper Expert" Series
Integrations
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
RBAC - Access Group Matrices
Reporting with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor Portal: Best Practices
AI Extract
Workflows
Introduction
Basic Configuration
Advanced Configuration
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
Collaboration
Workflow Management
Best Practice Templates
Webinars
Success Hours 🧑💻
Three Pillars Success Hours | Restore Visibility 🧑💻
Three Pillars Success Hours | Take Control 🧑💻
Three Pillars Success Hours | Safeguard Compliance 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
New Feature Releases 🚀
Product Releases
2025
2024
2023
2022
2021
2020
2019
Gatekeeper Services
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Hubspot
Google
OneDrive
Troubleshooting
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Knowledgebase
Configuring Gatekeeper
The Fundamentals of Gatekeeper
The Basics
Contracts
Suppliers
Files
Data Management
Collaborating With Gatekeeper
Technical Information
Configuring Gatekeeper
Basic Tenant Configuration
Custom Data Fields
"Gatekeeper Expert" Series
Integrations
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
RBAC - Access Group Matrices
Reporting with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor Portal: Best Practices
AI Extract
Workflows
Introduction
Basic Configuration
Advanced Configuration
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
Collaboration
Workflow Management
Best Practice Templates
Webinars
Success Hours 🧑💻
Three Pillars Success Hours | Restore Visibility 🧑💻
Three Pillars Success Hours | Take Control 🧑💻
Three Pillars Success Hours | Safeguard Compliance 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
New Feature Releases 🚀
Product Releases
2025
2024
2023
2022
2021
2020
2019
Gatekeeper Services
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Hubspot
Google
OneDrive
Troubleshooting
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
See more
Custom Data Fields
Field Types for Custom Data
Custom Tabs
Configure Custom Data
Configure Smart Forms
Delete Custom Data
See more
"Gatekeeper Expert" Series
⚡️ Gatekeeper Expert - Download Links ⚡️
⚡️ Gatekeeper Expert - RBAC For All ⚡️
⚡️Gatekeeper Expert - Team Inboxes ⚡️
⚡️ Gatekeeper Expert - Dynamic Dates ⚡️
⚡️ 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⚡️
See more
Integrations
Remote Backup
Tax ID Number Matching
