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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
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 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
Product Releases
2023
2022
2021
2020
2019
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Troubleshooting
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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
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 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
Product Releases
2023
2022
2021
2020
2019
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
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
Creating a Scorecard
Starting a Scorecard Survey
Monitoring and Visualising Supplier Scorecard Performance
Vendor Portal
Supplier Portal Overview
Configuring the Supplier Portal
Inviting Suppliers to the Supplier Portal
Supplier Portal Controls
Testing Vendor Portal
See more
Employee Portal
Employee Portal Configuration Guide
Employee Portal Overview
How to Enable the Employee Portal
Invite a User to the Employee Portal
Employee Portal Controls
See more
Risk Module
Risk Module - Introduction
The Risk Register
Adding Risk Data via User Interface
Adding Risk Data via Bulk Import
Configuring Risk Data
See more
Spend Module
Creating Spend Data
Spend Module Introduction
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™
