An Introduction to the Gatekeeper Word Add-in

Sections in this article: 

• What is the Gatekeeper Add-in?
• The Document Tab
• The Handlebars Tab
• The LuminIQ Tab
  • Edit Your Document with LuminIQ
  • Connect to Gatekeeper

What is the Gatekeeper Add-in?

The Gatekeeper Add-in is a panel available on the right-hand side of the Word window when editing documents via OneDrive or Office for the Web. It provides access to Gatekeeper contract information, document tools, and AI-powered assistance without leaving Word.

To install the add-in, follow Microsoft's instructions for Office Add-ins and search for Gatekeeper.

The add-in opens automatically when you open a file directly from Gatekeeper. It contains three tabs: Document, Handlebars, and LuminIQ.

The Document Tab

The Document tab displays the Gatekeeper record linked to the open file, including the contract/vendor name and owner.

From here, you can save your changes back to Gatekeeper to create a new version in the file's version history. To learn more about how changes are synced back to Gatekeeper, see the OneDrive and OFTW articles. 

The Handlebars Tab

The Handlebars tab provides a library of eNegotiate handlebars that can be inserted into the document.

These allow you to pull data from Gatekeeper to automatically populate eNegotiate templates. When a contract draft is generated, Gatekeeper replaces the handlebars with relevant data and clauses. 

To insert a handlebar:

1. Click the Handlebars tab.
2. Use the Filter list field to search for a specific field, or expand a category to browse.
3. Click + Insert next to a field to add it at your cursor position.

To learn more about eNegotiate handlebars, see Configure Contract Templates.

The LuminIQ Tab

The LuminIQ tab is an AI chat built into your document, allowing you to ask questions about the open contract, and make edits to the document. Additionally, when connected to the Gatekeeper MCP, it can read your wider contract and vendor data and write changes back to records, all without leaving the page.

For example, you could ask: 

• "Summarise the key commercial terms of this contract."
• "When does this contract expire and what is the notice period for termination?"
• "Does this agreement include a liability cap, and if so, what is it?"
• "Replace every instance of [Party Name] with [New Name]."
• "Update the contract value in Gatekeeper to £75,000."

To ask a question, type into the Ask Lumin... field and click Send. To start a new conversation, click the plus + icon. The current conversation then moves to your chat history. Your conversations and chat history are private and only visible to you.

Edit Your Document with LuminIQ

LuminIQ can make edits to the document on your behalf, for example, swapping out a party name everywhere it appears, updating a notice period, or amending specific clauses.

To change how edits are applied, click the settings cog icon.

There are three options:

• Changes Disabled: LuminIQ can read and summarise the document but will not apply any edits. This is the default setting in a browser.
• Add-in managed: LuminIQ proposes edits in the chat panel for you to accept or reject, and enforces Word's built-in tracked changes to be on. This is the default setting in the Word desktop app.
• User managed: LuminIQ applies edits directly to the document. You can utilise Word's built-in tracked changes functionality alongside this if required.

Connect to Gatekeeper

When connected to your Gatekeeper account, LuminIQ can read data from across your tenant and write changes back to contract and vendor records without you leaving the document. For example, you could ask LuminIQ to pull up the payment terms from a related agreement, or to update the vendor name to reflect a correction.

To connect to your Gatekeeper tenant:

1. Click the settings cog icon.

2. Scroll to Integrations, then click Connect.
   

3. If you have access to more than one tenant, select the relevant one from the list, then click Authorize.