---
title: "1.8 Manage Gateway File Categories"
slug: "18-manage-gateway-file-categories-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/18-manage-gateway-file-categories-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1.8 Manage Gateway File Categories

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**1.7 Manage Main Menu Vendor Client Gateway**

*Module: Vendor/Client Gateway › Step 1: Vendor/Client Gateway Configuration › 1.7 Manage Main Menu Vendor Client Gateway*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

The Vendor/Client Gateway's left-hand menu is managed like any other workspace menu, from **Administration → Navigation Menu** (“The left-hand navigation, and which employees see which menu”). Switching the **Workspace** selector to **Vendor/Client Gateway** loads the Gateway's menu items, such as My Dashboard, Main, Find/Search Public Records, Document Library, News, Requests, Contracts, Purchase Orders, Reports, Solicitations, Contacts/Users, Submit New Request, Electronic Documents, Manage Items, Help, Log Out, and Support Center. Each item can be edited, reordered, given sub-items, and limited to a licensed module.

# 2. Key Elements

- **Workspace** dropdown: switches the page to the menu of the selected workspace. The Gateway's workspace is listed as **Vendor/Client Gateway**.
- **Menu item cards**: each top-level item is a card listing its sub-items, with an edit (pencil) icon and **Add sub-item**.
- **Tags** on each card: the module the item requires (for example, **Gateways_VCC**, **Modules_POM**, **Modules_SMM**, **Modules_DAC**), plus **HIDDEN**, **ADMIN**, or **UNAVAILABLE** where they apply.
- **UNAVAILABLE** items point at a page that doesn't exist in this application. They appear greyed out in the sidebar and explain themselves when selected. **Review them** lists each one with a suggested fix.
- **Filter items**, **Reset to default**, and **Add item** sit above the cards.
- **Workspaces & who sees them** tab: each workspace with its menu-item and employee counts.

# 3. Navigating to the Gateway Menu

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In **Search administration**, type **navigation** (or find it under **Configuration & Fields**).
3. Click **Navigation Menu**.

![Administration search for Navigation Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_admin_search(4).png)

1. On the **Menu items** tab, change **Workspace** to **Vendor/Client Gateway**. The Gateway's menu items load as cards.

![Navigation Menu with Vendor/Client Gateway workspace selected](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_gateway_menu.png)

**Tip:** Use **Filter items** to find an item quickly. Drag sub-items by their handle to reorder them within a card.

# 4. Editing a Menu Item

1. Click the edit (pencil) icon on the item's card.
2. Update the **Label**.
3. Choose the **Page** it opens. Choose **No page (this is a heading)** to make it a heading that expands to show its sub-items, or **Enter a link manually…** for an external link.
4. Choose where it **Sits under** (**top level** or a parent item), and set its **Order** and **Icon** (leave the icon on **Automatic** unless it picks the wrong one).
5. Set **Visible in the menu**, **Administrators only**, and **Start collapsed** as needed.
6. Expand **Advanced** to set **Only show when this module is licensed** (for example, **Gateways_VCC**), **Require a named permission**, and a **Tooltip**.
7. Click **Save**. To close without saving, click the **X** at the top of the panel.

![Edit menu item panel with Advanced options](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_edit_item.png)

# 5. Adding a Menu Item or Sub-Item

1. Click **Add item** above the cards to add a top-level item, or **Add sub-item** at the bottom of a card to add an item under it.
2. Fill in the **New menu item** panel the same way as in Section 4.
3. Click **Save**.

![New menu item panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_new_item.png)

# 6. Reviewing Unavailable Items

1. In the warning above the cards, click **Review them**.
2. For each item under **Needs a decision**, either click the suggested **Use …** button, choose a page in **Point somewhere else…**, or click **Hide**.
3. Click **Done** when finished.

![Review unavailable menu items panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_menu_review.png)

**Note:** The review summary shows how many items opened automatically, have a suggestion, have nothing to point at, or are external links.

# 7. Gateway Workspace Settings

1. Click the **Workspaces & who sees them** tab.
2. On the **Vendor/Client Gateway** card, click **Edit its menu** to jump to its menu items, or **Who sees this** to see who is assigned. The card also shows whether the workspace is **Inactive** and how many menu items it has.

![Workspaces and who sees them tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_workspaces.png)

**Caution:** **Reset to default** on the Menu items tab resets the workspace's menu. Don't use it unless you mean to discard your customizations.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Gateway menu | Administration → **Navigation Menu** → **Workspace**: Vendor/Client Gateway. |
| Edit a menu item | Pencil icon on the card → edit → **Save**. |
| Add a top-level item | **Add item** → fill in the panel → **Save**. |
| Add a sub-item | **Add sub-item** on the parent card → **Save**. |
| Limit an item to a module | Edit item → **Advanced** → **Only show when this module is licensed**. |
| Hide an item | Edit item → clear **Visible in the menu** → **Save**. |
| Fix unavailable items | **Review them** → **Use …**, **Point somewhere else…**, or **Hide** → **Done**. |
| See the Gateway workspace | **Workspaces & who sees them** tab → Vendor/Client Gateway card. |