Knowledgebase
Go to Gatekeeper
Support Request
Go to Customer Portal
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
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
Back to home
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
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
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
Create a Scorecard
Launch a Scorecard Survey
Monitor and Visualise Vendor Scorecard Performance
Vendor Portal
Vendor Portal Overview
Configure the Vendor Portal
Invite Vendors to the Vendor Portal
Vendor Portal Features
Test the Vendor Portal
See more
Employee Portal
Configure the Employee Portal
Employee Portal Overview
Enable the Employee Portal
Invite a User to the Employee Portal
Employee Portal Features
See more
Risk Module
Risk Module - Introduction
The Risk Register
Adding Risk Data via User Interface
Bulk Import Risk Data
Configuring Risk Data
See more
Spend Module
Spend Module Introduction
Spend Module Configuration Guide
Spend Module Reporting
Creating Spend Data
Vendor Portal: Best Practices
⚡️ Vendor Portal Expert - Invitation Emails ⚡️
⚡️ Vendor Portal Expert - Workflow Phase Notifications ⚡️
⚡️ Vendor Portal Expert - Workflow Phase Reminder Emails ⚡️
⚡️ Vendor Portal Expert - Workflow Card Instructions ⚡️
⚡️ Vendor Portal Expert - Leveraging SLA Deadlines ⚡️
⚡️ Vendor Portal Expert - Request Forms ⚡️
See more
AI Extract
Introduction to the AI Layer
OpenAI - Contract AI Summaries
Create Contracts Using AI Extract™
AI Extract - Custom Data Extraction
AI Extract in Workflows
See more
