Basic Configuration

Learn basic configuration steps such as setting your Currency, Date Format, and Additional Owners and also where to find handy information like our API documentation.

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About this course

In this course, you'll learn the basic configuration of Gatekeeper. We'll cover the following:
    • Setting Basic Configuration Options: Learn how to set up dropdown lists, configure currencies, create additional owners, and customise the left-hand navigation menu
    • Exploring Advanced Configuration: Delve into advanced configuration features such as custom data fields, single sign-on integration, and role-based access controls (RBAC)
    • Configurating Settings: Implement the acquired knowledge to customise Gatekeeper according to specific business requirements. This includes integrating APIs, implementing single sign-on (SSO) authentication, and utilising AI-driven contract summary features
 

Curriculum11 min

  • Let's Learn!
  • Dropdown Lists, Currencies & Ownership 8 min
  • Date Format, Field Labels & Navigation, Email Settings
  • Continue your journey 3 min

About this course

In this course, you'll learn the basic configuration of Gatekeeper. We'll cover the following:
    • Setting Basic Configuration Options: Learn how to set up dropdown lists, configure currencies, create additional owners, and customise the left-hand navigation menu
    • Exploring Advanced Configuration: Delve into advanced configuration features such as custom data fields, single sign-on integration, and role-based access controls (RBAC)
    • Configurating Settings: Implement the acquired knowledge to customise Gatekeeper according to specific business requirements. This includes integrating APIs, implementing single sign-on (SSO) authentication, and utilising AI-driven contract summary features
 

Curriculum11 min

  • Let's Learn!
  • Dropdown Lists, Currencies & Ownership 8 min
  • Date Format, Field Labels & Navigation, Email Settings
  • Continue your journey 3 min