Overview of Content on the Gateway

Overview of Content on the Gateway   

Vendor/Client Gateway: Overview of Content

Content displayed on the Vendor/Client Gateway can be viewed by Vendors/Clients who have logged in to the Gateway.

Logging into the Vendor/Client Gateway

Upon navigation to the vendor/client gateway, a user must either register or login with existing credentials.

If enabled by the system administrator, multi-factor authentication may be required. If so, the user may receive an email with a code to be entered.

Once the user logs in with valid credentials, they must follow the prompt, receive the code from their email, and verify login into the system.

Navigating the Vendor/Client Gateway

Navigation through the Vendor/Client Gateway is performed primarily in the Top Navigation Menu. This can be configured as a Waffle Menu or an Inline Menu. This is configured in the Initial Setup Group of the Vendor/Client Gateway Configuration Group.

1. Waffle Menu

Click the Waffle Icon to expand the top menu

 

Expanded Waffle Menu

 

Note: Depending on the Gateway organization's configuration settings for menu items to be displayed on the Gateway as well as Gateway Access/Content settings specified, the top navigation menu may look different than shown above.

From the Top Navigation Menu, the following sub-menus may be available:

Main

• My Home - opens the logged in Gateway Welcome screen
• Overview

News

• Opens the News screen where you can view the news.

Contracts

• My Contracts List - opens the "My Contracts List" screen where a list of contracts your Company has with the organization can be viewed
• Search All Public Contracts – opens the Public Contracts Search screen where a list of public contracts your Company has with the organization can be viewed.

Contract Requests

• Request a Contract - only available to active users, opens the Create a Contract Request screen
• View Contract Requests - opens the My Contract Requests List to display all requests submitted by your Company

Solicitations

• My Solicitations - opens the My Solicitations List screen to display all Solicitations to which your Company has responded.
• Search All Solicitations - opens the Solicitations Search screen to display a searchable list of all Solicitations that have been made available to the Gateway
• Search Public Solicitations - opens the Public Solicitations Search screen to display a searchable list of all Solicitations that have been made available to the Public

Contacts/Users

• Add Contact/User - available only to Company Admins, opens the Create a New User Account screen
• Contact/User List - opens the My Company Contacts/Users screen to display a list of all Contacts from your Company who are users of the Gateway

Electronic Documents

• My Assignments - opens the My Approval & Signature Assignments screen to display your e-signature and e-approval assignments.
• My Approval & Signature Settings – opens the My Approval & Signature Information screen where you can edit your Secure Pin and Add a New Signature.

Help

• Gateway Help - opens the Help & Support screen to display help options available

Document Library

• Opens the Document Library: Standard Files & Attachments screen where documents given the Collaboration Type of Public or Gateway are viewable.

2. Inline Menu

 The Inline Menu has the same options as the Waffle Menu, details are listed in the above section.