Workflows

Learn how to configure and manage Gatekeeper's unique Kanban workflow engine.

Matt Youman avatar Andrew Oliver avatar Michael Shafeie avatar
24 articles in this collection
Written by Matt Youman, Andrew Oliver, and Michael Shafeie
Workflows

Kanban Workflow Engine - An Introduction

This article explains how the Gatekeeper Workflow engine, based on a Kanban approach, can be configured to optimise your processes.
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Creating a Workflow

Understand how to create new workflows with with this article
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Setting up a Form within a Workflow

Capture all the data relevant to your process through Gatekeeper's configurable Forms.
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Adding Phases to a workflow

Add and configure any number of phases to match your business process within Gatekeeper.
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Configuring Workflow Actions

Workflow Actions allow Gatekeeper users to create or update a Supplier or Contract record using submitted Workflow Form data
Matt Youman avatar
Written by Matt Youman
Updated over a week ago

Configuring Workflow Notifications

Workflow notifications notify users of a Workflow Card's activity
Matt Youman avatar
Written by Matt Youman
Updated over a week ago

Configuring Workflow Transitions between Phases

Transitions define the processing path of the workflow, depending on conditions defined in each phase
Matt Youman avatar
Written by Matt Youman
Updated over a week ago

Configuring a Workflow Trigger

Workflow Triggers are used to decide the exact moment when a Workflow starts.
Matt Youman avatar
Written by Matt Youman
Updated over a week ago

Making your Form Public

Expose your Forms publically using the Gatekeeper Employee Portal and invite a wider audience to initiate and participate in your workflows.
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

An Example - Contract Approval Form (CAF)

Understand a common use case for workflows within Gatekeeper
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Creating a Workflow Group

Learn how you can notify relevant individuals and seek their approval at any stage of a workflow
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago

Utilising Custom Data within Workflows

Customise the data set used within your forms and workflows
Andrew Oliver avatar
Written by Andrew Oliver
Updated over a week ago
eNegotiate & eSign

Creating an eNegotiate and eSign Workflow using Templates

Create a new eNegotiate and eSign workflow using workflow templates
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Contract Request Form

Accessing and completing the Contract Request Form for eNegotiate and eSign
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Creating a Contract Draft with eNegotiate Drafts

Create a contract draft using templates created and stored in Gatekeeper
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Creating a Contract Draft with Associated Drafts or Files

Create a Contract Draft with a non-templated Contract document or Supplier Contract
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Creating a Contract Template

Create a contract template to be used during the eNegotiate and eSign process.
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Contract Draft Review | External & Internal

Managing the External and Internal Review and Redline process for Contract Drafts
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Configuring eSign

How to configure eSign Senders and Authorised Signatories
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

eSign Initiation and Run Through

Initiating and completing an eSign process
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Publishing a Contract Draft - Upload PDF

Publish your Contract through the uploading of a finalised PDF document
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Publishing a Contract Draft - Convert MS Word to PDF

Publish your Contract through the converting of a MS Word document to a finalised PDF document
Michael Shafeie avatar
Written by Michael Shafeie
Updated over a week ago

Force Contract Reviewers to use Track Changes

Enable Lock Changes in your Contract Templates to Force Reviewers to use Track Changes.
Matt Youman avatar
Written by Matt Youman
Updated over a week ago