Gatekeeper - Add-Ons

Learn how to set up and use Gatekeeper's add-on modules for extra Contract & Vendor Management processes

Employee Portal

• Employee Portal Overview
• Enable the Employee Portal
• Create an Employee Portal Only User
• Employee Portal Features

Risk Module

• Risk Module - Introduction
• The Risk Register
• Adding Risk Data via User Interface
• Bulk Import Risk Data
• Configuring Risk Data

Spend Module

• Spend Module Introduction
• Creating Spend Data

Scorecards

• An Introduction to Scorecards
• Create a Scorecard
• Launch a Scorecard Survey
• Monitor and Visualise Vendor Scorecard Performance

Vendor Portal

• Vendor Portal Overview
• Configure the Vendor Portal
• Invite Vendors to the Vendor Portal
• Vendor Portal Features
• Test the Vendor Portal

Vendor Portal: Best Practices

• ⚡️ Vendor Portal Expert - Invitation Emails ⚡️
• ⚡️ Vendor Portal Expert - Workflow Phase Notifications ⚡️
• ⚡️ Vendor Portal Expert - Workflow Phase Reminder Emails ⚡️
• ⚡️ Vendor Portal Expert - Workflow Card Instructions ⚡️
• ⚡️ Vendor Portal Expert - Leveraging SLA Deadlines ⚡️
• ⚡️ Vendor Portal Expert - Request Forms ⚡️

AI Extract

• Introduction to the AI Layer
• OpenAI - Contract AI Summaries
• Create Contracts Using AI Extract™
• AI Extract - Custom Data Extraction
• AI Extract in Workflows