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Gatekeeper - Add-Ons
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
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
Supplier Portal
Employee Portal
Risk Module
Spend Module
Supplier 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 Series 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
Product Releases
Summary
2023
2022
2021
2020
2019
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
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Knowledgebase
Gatekeeper - Add-Ons
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
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
Supplier Portal
Employee Portal
Risk Module
Spend Module
Supplier 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 Series 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
Product Releases
Summary
2023
2022
2021
2020
2019
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Gatekeeper - Add-Ons
Learn how to set up and use Gatekeeper's add-on modules for extra Contract & Vendor Management processes
Scorecards
An Introduction to Scorecards
Creating a Scorecard
Starting a Scorecard Survey
Monitoring and Visualising Supplier Scorecard Performance
Supplier Portal
Supplier Portal Overview
Configuring the Supplier Portal
Inviting Suppliers to the Supplier Portal
Supplier Portal Controls
Testing Supplier Portal
See more
Employee Portal
Employee Portal Overview
How to Configure the Employee Portal
Invite a User to the Employee Portal
Employee Portal Controls
Risk Module
Risk Module - Introduction
The Risk Register
The Risk Dashboard
Adding Risk Data via User Interface
Adding Risk Data via Bulk Import
Configuring Risk Data
See more
Spend Module
The Spend Dashboard
Creating Spend Data
Spend Module Introduction
Supplier Portal: Best Practices
⚡️ Supplier Portal Expert - Invitation Emails ⚡️
⚡️ Supplier Portal Expert - Workflow Phase Notifications ⚡️
⚡️ Supplier Portal Expert - Workflow Phase Reminder Emails ⚡️
⚡️ Supplier Portal Expert - Workflow Phase Instructions ⚡️
⚡️ Supplier Portal Expert - Leveraging SLA Deadlines ⚡️
See more
AI Extract
Introduction to the AI Layer
OpenAI - Contract AI Summaries
Create Contracts Using AI Extract™
