Files

In this course, you'll learn how to effectively manage files using Gatekeeper. We'll cover the following:

- Understanding File Management with Gatekeeper: Learn how to utilize Gatekeeper for storing files alongside their corresponding records, including features like file versioning, OCR search, previews, and file management benefits
- Building Folder Structures and Uploading Files: Learn to create a simple folder, and understand the process of adding files to Gatekeeper records, including options for uploading files and setting file details
- Managing File Types, Expiration Dates, and Master Records: Understand how to assign file types, expiration dates, and designate master records for executed contracts, as well as the significance of these functionalities in managing files that require periodic assessments
- Understanding User Permissions and File Actions: Gain insight into the various user permissions for file actions, such as adding, renaming, editing, and deleting files, as well as the restrictions associated with user roles and file management activities
- Utilising File Versioning and Centralized Views: Learn to version files, view historical versions, use centralized file views, and utilize the search bar for efficient file management within Gatekeeper

In this course, you'll learn how to effectively manage files using Gatekeeper. We'll cover the following:

- Understanding File Management with Gatekeeper: Learn how to utilize Gatekeeper for storing files alongside their corresponding records, including features like file versioning, OCR search, previews, and file management benefits
- Building Folder Structures and Uploading Files: Learn to create a simple folder, and understand the process of adding files to Gatekeeper records, including options for uploading files and setting file details
- Managing File Types, Expiration Dates, and Master Records: Understand how to assign file types, expiration dates, and designate master records for executed contracts, as well as the significance of these functionalities in managing files that require periodic assessments
- Understanding User Permissions and File Actions: Gain insight into the various user permissions for file actions, such as adding, renaming, editing, and deleting files, as well as the restrictions associated with user roles and file management activities
- Utilising File Versioning and Centralized Views: Learn to version files, view historical versions, use centralized file views, and utilize the search bar for efficient file management within Gatekeeper

Learn file management in Gatekeeper, including file versioning, master records, and an introduction to file expiration workflows.