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This month we held a webinar walking through these major release items!
To see a thorough explanation of these features & how they can benefit you, you can watch this below
Alternatively, keep scrolling to find short demo videos & explainers that we've prepared for this month's new features
1. Smart Forms
You can now assign a scoring feature to gain more insights about the data stored in your Contract & Vendor records
Smart Forms is included for free in all Gatekeeper subscriptions.
For more guidance on this feature, see our dedicated 📖 Knowledgebase Article
To get this enabled for your tenant, reach out to your CSM or Contact our Success Team
2. Tax ID Number (TIN) Verification
Using the new Core field Tax ID, with TIN Verification enabled Gatekeeper will check your US* Vendor's values with the IRS to confirm that you have accurate Tax IDs in your Gatekeeper repository.
TIN Verification is included for free in all Gatekeeper subscriptions.
For more guidance on this feature, see our dedicated 📖 Knowledgebase Article
To get this enabled for your tenant, reach out to your CSM or Contact our Success Team
3. New Best Practice Workflow - Automated Bulk eSign
Do you need to automate the generation & signing of introductory vendor agreements? Or maybe you have a lot of new contracts to generate at once?
With this Best Practice template, you can set up a workflow to do exactly this!
To get started, visit the configuration guide here:
Workflow Performance Enhancements
We've optimised how forms load, significantly reducing wait times, especially for large workflows that pull in lots of data.
Average improvements of above 75% form loading time across our entire Kanban Workflow Engine 🚀
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Toggle-able SSO Bypass for Gatekeeper Support Users
You can now enable a setting which allows users with a gatekeeperhq.com email to authenticate and log in to your tenant, while keeping your desired SSO restrictions in place for all your other users
This is perfect if you need to grant access to our Support Account or your CSM for assistance with your Gatekeeper environment without having to violate your IT Security standards!
And don't worry - this only applies to Gatekeeper users that you've added & invited to your own Users repository here:
Teams as Workflow Card Owners/Approvers
You can now reduce the number of Workflow Groups you need to create & populate.
Market IQ Financial Checks in Touchless Contract Forms
If you're using a Touchless Contract Form for setting up new vendors with an introductory agreement, you can now also allow them to connect their Vendor record to CreditSafe at the same time!
After entering their User profile & Company details, Vendors can now use the Find option to search CreditSafe for a matching company & link their account via our Market IQ Finance
