Help Docs
Go to Gatekeeper
Support Request
Workflows
Gatekeeper Webinars
Gatekeeper Product Releases
Summary
2022
2021
2020
2019
Introducing Gatekeeper
AI Layer
Global Search
The Fundamentals of Gatekeeper
Files
Contracts
Suppliers
Data Model Tables
Configuring Gatekeeper
Custom Data Fields
"Gatekeeper Expert" Series
Integrations
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
Access Group Matrices
Reporting with Gatekeeper
Collaborating with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Supplier Portal
Employee Portal
Risk Module
Spend Module
Supplier Portal: Best Practices
Workflows
Introduction
Basic Configuration
Configuring Contract Actions
Advanced Configuration
Using Contract Actions
Collaboration
Workflow Management
Best Practise Templates
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
COVID-19 Resource Centre
Back to home
Help Docs
Workflows
Gatekeeper Webinars
Gatekeeper Product Releases
Summary
2022
2021
2020
2019
Introducing Gatekeeper
AI Layer
Global Search
The Fundamentals of Gatekeeper
Files
Contracts
Suppliers
Data Model Tables
Configuring Gatekeeper
Custom Data Fields
"Gatekeeper Expert" Series
Integrations
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
Access Group Matrices
Reporting with Gatekeeper
Collaborating with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Supplier Portal
Employee Portal
Risk Module
Spend Module
Supplier Portal: Best Practices
Workflows
Introduction
Basic Configuration
Configuring Contract Actions
Advanced Configuration
Using Contract Actions
Collaboration
Workflow Management
Best Practise Templates
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
COVID-19 Resource Centre
Workflows
Introduction
Kanban Workflow Engine - An Introduction
An Example - Contract Approval Form (CAF)
Creating a Workflow Diagram 📐
Basic Configuration
High-Level Workflow Build Process
Creating a Workflow
Adding Phases to a Workflow
Setting up a Form within a Workflow
Utilising Custom Data within Workflows
Configuring Workflow Actions
Configuring Workflow Transitions between Phases
How to Add Help Text to Workflow Forms
Configuring Workflow Notifications
Workflow Notifications - Markdown & Dynamic Content
Creating a Workflow Group
Making your Form Public
Configuring a Workflow Trigger
See more
Configuring Contract Actions
Creating an eNegotiate and eSign Workflow using Templates
Contract Request Form
Configuring Contract Templates
Configuring eSign
Advanced Configuration
Personalised Touchless Contracts™ Links
Adding Supplier Users on a Workflow
How to digitise your contract variation process
Workflow Phase Approvals
Workflow Conditional Owner Authorisation
Workflow SLA Timers
Configuring eNegotiate
Building your Workflow Copy
See more
Using Contract Actions
Creating a Contract Draft with eNegotiate Drafts
Creating a Contract Draft with Associated Drafts or Files
Force Contract Reviewers to use Track Changes
Contract Draft Review | External & Internal
Publishing a Contract Draft - Upload PDF
Publishing a Contract Draft - Convert MS Word to PDF
Completing Draft Negotiation - Upload Signed Document
Initiating eSign from a Workflow
See more
Collaboration
Workflow Messaging
Workflow Management
Workflow Icons
Archiving a Workflow Card
Testing Gatekeeper
Best Practise Templates
🛠 Create Your Own - Touchless™ NDA Workflow
🛠 Create Your Own - Supplier Onboarding Workflow
🛠 Create Your Own - Internal Contract Request Workflow
🛠 Create Your Own - Contract Renewal Assessment Workflow
🛠 Create Your Own - Contract Amendment Workflow
🛠 Create Your Own - MarketIQ Monitoring Workflow
🛠 Create Your Own - File Expiration Workflow
See more