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Explore all Gatekeeper Academy courses!

Discover how to customise your User Profile and access Gatekeeper's Help Centre, where you'll find the Knowledge Base, Support Request Form, and Ideas Forum. These resources offer comprehensive support and guidance for navigating Gatekeeper effectively.

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.

This course covers vendor management, including vendor users, navigating your vendor repository, creating vendors, and understanding vendor records and metadata within Gatekeeper.

Learn about creating, navigating, and managing contracts in Gatekeeper, including contract metadata, repositories, contract records, and contract creation.

Learn to create and manage custom data groups and fields in Gatekeeper for tailored data models and expanded data capture.

Importing & Exporting Data

Learn how to set your Import/Export date format (DD/MM/YYYY or MM/DD/YYYY) import or export data, use AI Extract, and verify imported/exported contracts, vendors, and users in Gatekeeper.

User Permissions

Learn about the basic user permission model including user roles and permissions, as well as creating, inviting and managing users.

Role-Based Access Controls (RBAC)

Learn about Role-Based Access Controls (RBAC), including creating and adding users to access groups, managing permissions, and practical use cases.

Learn how to create, manage, and customise events in Gatekeeper for contract and vendor records, including event types, owners, due dates, recurring events, approvals, and reminders.

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

Learn to configure, send, and sign contracts using Gatekeepers native eSign, with detailed instructions on permissions, document preparation, signing order, and eSign handlebars.

Introduction to Workflows

Learn how to automate your processes using Gatekeeper workflows for Vendor and Contract Lifecycle Management (VCLM)

Take Control 2025

Let's Build: Vendor Onboarding Workflow

Learn the Vendor Onboarding Best Practice Workflow and its phases, from request initiation to final review, along with ownership assignment and email notification setup.