Knowledgebase
Go to Gatekeeper
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Workflows
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
Integrations
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
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor 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 🧑💻
Three Pillars Success Hours | Restore Visibility 🧑💻
Three Pillars Success Hours | Take Control 🧑💻
Three Pillars Success Hours | Safeguard Compliance 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
New Feature Releases 🚀
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2024
2023
2022
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2019
Gatekeeper Services
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Integrations
Salesforce
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Troubleshooting
Back to home
Knowledgebase
Workflows
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
Integrations
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
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor 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 🧑💻
Three Pillars Success Hours | Restore Visibility 🧑💻
Three Pillars Success Hours | Take Control 🧑💻
Three Pillars Success Hours | Safeguard Compliance 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
New Feature Releases 🚀
Product Releases
2024
2023
2022
2021
2020
2019
Gatekeeper Services
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Hubspot
Google
Troubleshooting
Workflows
Learn how to configure and use workflows to structure and digitise your key processes using our Best Practice templates or from scratch
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
Configuring Workflow Actions
Configuring Workflow Transitions
Configuring Workflow Notifications
Creating a Workflow Group
See more
Advanced Configuration
Select Existing Contracts in Workflow Forms
Hiding Workflow Phases
Adding Supplier Users on a Workflow
Workflow Phase Approvals
Workflow Checklists
Workflow Conditional Owner Authorisation
Workflow SLA Timers
Configuring eNegotiate
Building your Workflow Copy
Configuring Contract Templates
Events on Workflows
See more
Initiating Workflows
Workflow Public Forms
Configuring a Workflow Trigger
Start Date Anniversary Triggers ⚡️
"Personalised" Touchless Contracts™ Links
Improving the User Experience ✨
How to Add Help Text to Workflow Forms
Workflow Notifications - Markdown & Dynamic Content
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 Phase Collaborators
Workflow Management
Workflow Icons
Archiving a Workflow Card
Testing Gatekeeper
Best Practice Templates
🛠 Create Your Own - Touchless™ NDA Workflow
🛠 Create Your Own - Vendor Onboarding Workflow
🛠 Create Your Own - Internal Contract Request Workflow
🛠 Create Your Own - Contract Renewal Review Workflow
🛠 Create Your Own - Contract Amendment Workflow
🛠 Create Your Own - MarketIQ Monitoring & Escalation Workflow
🛠 Create Your Own - File Expiration Workflow
🛠 Create Your Own - ESG Due Diligence Assessment
🛠️ Create Your Own - Vendor Portal Update Request Form
🛠️ Create Your Own - Automated eSign Workflow
See more
