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The Fundamentals of Gatekeeper
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
The Fundamentals of Gatekeeper
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
The Fundamentals of Gatekeeper
Explore the basic functionalities and requirements of the Gatekeeper system
The Basics
Introducing Gatekeeper
Configuring Gatekeeper - The Fundamentals
Reporting with Gatekeeper
Collaborating with Gatekeeper
Contracts
Adding a Contract via the User Interface
Contract Data - Bulk Import & Export
Auto-Archive Feature
Contract Expiry Dates
How to - Delete Contracts
See more
Suppliers
Adding a Vendor via the User Interface
Vendor Data - Bulk Export & Import
Files
Files Overview
Add Documents, Files, Versions, Master Records & File Links
Add & Organise Folders
File Expiry Dates
Linking to Google Drive for attachments
Tracking eSign Progress
See more
Data Management
Core Data Model Tables | Contracts & Suppliers/Vendors
Contract & Supplier Quota Management
How to - Delete Contracts or Vendors
Collaborating With Gatekeeper
Configuring Events
Event Emails
How to - Delete repeat Events
Simple eSign
Messaging
Global Search
Creating Vendor Users
Help Desk Overview
See more
Technical Information
Gatekeeper Minimum System Requirements
Gatekeeper Help Centre
