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Introducing Gatekeeper
AI Layer
Global Search
The Fundamentals of Gatekeeper
Files
Contracts
Suppliers
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
Access Group Matrices
Configuring Gatekeeper
Custom Data Fields
Reporting with Gatekeeper
Collaborating with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Supplier Portal
Employee Portal
Risk Module
Spend Module
Workflows
Workflows
eNegotiate & eSign
Collaboration
Contract Renewal Management
Training
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Help Docs
Workflows
Gatekeeper Webinars
COVID-19 Resource Centre
Gatekeeper Product Releases
2020
2019
2021
Introducing Gatekeeper
AI Layer
Global Search
The Fundamentals of Gatekeeper
Files
Contracts
Suppliers
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
Access Group Matrices
Configuring Gatekeeper
Custom Data Fields
Reporting with Gatekeeper
Collaborating with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Supplier Portal
Employee Portal
Risk Module
Spend Module
Workflows
Workflows
eNegotiate & eSign
Collaboration
Contract Renewal Management
Training
Workflows
Workflow Notifications - Markdown & Dynamic Content
Workflows
Archiving a Workflow Card
Workflow SLA Timers
Kanban Workflow Engine - An Introduction
Creating a Workflow
Setting up a Form within a Workflow
Adding Phases to a workflow
Configuring Workflow Actions
Configuring Workflow Notifications
Configuring Workflow Transitions between Phases
Configuring a Workflow Trigger
Making your Form Public
An Example - Contract Approval Form (CAF)
Creating a Workflow Group
Utilising Custom Data within Workflows
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eNegotiate & eSign
Creating an eNegotiate and eSign Workflow using Templates
Contract Request Form
Creating a Contract Draft with eNegotiate Drafts
Creating a Contract Draft with Associated Drafts or Files
Configuring Contract Templates
Contract Draft Review | External & Internal
Configuring eSign
Initiating eSign from a Workflow
Publishing a Contract Draft - Upload PDF
Publishing a Contract Draft - Convert MS Word to PDF
Force Contract Reviewers to use Track Changes
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Collaboration
Workflow Messaging