The Fundamentals of Gatekeeper
Explore the basic functionalities and requirements of the Gatekeeper system
The Basics
- Introducing Gatekeeper
- Introduction to Configuring Gatekeeper
- Introduction to Reporting with Gatekeeper
- Collaborating with Gatekeeper
Contracts
- Add a Contract via the User Interface
- Import and Export Contract Data
- Auto-Archive Contracts
- Contract Expiry Dates
Vendors
Files
- File Repository Overview
- Add and Manage Files
- Add and Organise Folders
- File Expiry Dates
- Link to Google Drive for Files
- Tracking eSign Progress
Data Management
- Core Data Model Tables | Contracts and Vendors
- Contract & Supplier Quota Management
- Delete Contracts or Vendors
- Archive and Delete Workflows
Collaborating With Gatekeeper
- Configure Events
- Event Emails
- Delete Events
- Simple eSign
- Send Messages in Gatekeeper
- Global Search
- Manage Vendor Users
- Help Desk Overview