Success Hours: Structuring a Contract Review Workflow

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About this course

In this webinar, we walk through how to structure a Contract Review process in Gatekeeper. Along the way, we talk about Workflow Actions, show how to configure and use Metadata-based actions, as well as Document-based Actions for creating, updating and signing your contracts in a structured and controllable manner.

We also show how and when you can automate these using AutoActions and even discuss some of the integrations available for you to adapt your process to the tools and procedures most familiar to you, your users and even your Vendors.

About this course

In this webinar, we walk through how to structure a Contract Review process in Gatekeeper. Along the way, we talk about Workflow Actions, show how to configure and use Metadata-based actions, as well as Document-based Actions for creating, updating and signing your contracts in a structured and controllable manner.

We also show how and when you can automate these using AutoActions and even discuss some of the integrations available for you to adapt your process to the tools and procedures most familiar to you, your users and even your Vendors.