---
title: "Overview of Content on the Gateway"
slug: "overview-of-content-on-the-gateway-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/overview-of-content-on-the-gateway-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.

# Overview of Content on the Gateway

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Overview of Content on the Gateway**

*Module: Vendor/Client Gateway › Users: Using the Vendor/Client Gateway › Overview of Content on the 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

"**Content**" on the Gateway spans two distinct mechanisms: static page and message text — managed on the VCG **Settings** tab's **Content** group (Default/Intro Page, Welcome Page, Help Page, Header, Confidentiality Message, and the various Terms and Conditions blocks) — and per-record **content**, meaning the **fields** and header tags a vendor or client actually sees on a contract, solicitation, or request, managed on the **Fields** and **Record tags** tabs.

# 2. Key Elements

- Static **content**: VCG **Settings** → **Content** group. Titles are edited directly in their text boxes; longer content is edited with the **Edit content** editor.
- Per-record **content**: VCG **Fields** tab (which **fields** show) and **Record tags** tab (which values appear in the header).
- Both per-record tabs are scoped by **Area** and, where records are divided into types, by **Record type**. The **Fields** tab covers areas such as Contract Details, Contract Requests, Solicitation Details, and Vendors/Customers Contacts; the **Record tags** tab covers Contracts, Requests, Vendors/customers, and Employees.
- Changes on the **Settings** tab are applied with **Save changes**; changes on the **Fields** and **Record tags** tabs save as you make them.
- **Emails** are a related but separate third category, covered by the **Settings** tab's **Emails** group rather than **Content**.

# 3. Navigating to the Gateway Settings

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **Gateway**, then click **Vendor/Client Gateway (VCG)**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5-1-01-admin-vcg.png)

1. The VCG page opens on the **Settings** tab. Use the tabs across the top to move between **Settings**, **Fields**, and **Record tags**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5-4-01-settings-tab.png)

# 4. Managing Static Page Content

## 4a. Editing Page Titles and Content

1. On the VCG **Settings** tab, scroll to the **Content** group.
2. To change a title (for example, **Default/Intro Page Title** or **Help Page Title**), type the new text directly in its box.
3. To change longer content (for example, **Confidentiality Message**, **Default/Intro Page Content**, **Header Content**, **Help Page Content**, or **Gateway Login Terms and Conditions**), click **Edit content** on that row.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/oc-02-content-group.png)

## 4b. Using the Content Editor

1. After clicking **Edit content**, the editor panel opens on the right.
2. Edit the text and use the toolbar to apply formatting (bold, italic, headings, alignment, lists, and so on). Click the expand icon for a larger editing area.
3. Click **Close** to return to the settings list. The row is marked **CHANGED**; click **Undo** to revert it if needed.
4. Click **Save changes** at the top of the page to apply your edits.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/oc-03-edit-content.png)

# 5. Choosing Which Fields Vendors and Clients See

1. On the VCG page, click the **Fields** tab.
2. Select an **Area** (for example, **Contract Details**) and, if prompted, a **Record type**.
3. Click **« Add** next to a field in the **Not shown** list (use **Find a field** to search) to move it to **On the Gateway**. Drag fields in the **On the Gateway** list to reorder them.
4. Use **Add every field** or **Remove all fields** to change the whole list at once, or **Start from another type** to copy the field list from another record type.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/oc-04-fields-tab.png)

**Note:** When no fields are chosen for a record type, the Gateway shows **every** field for that type. Changes on this tab save as you make them.

# 6. Choosing Header Tags

1. On the VCG page, click the **Record tags** tab.
2. Select an **Area** (for example, **Contracts**) and a **Record type**. **Default (every type)** applies to every record type that has no tags of its own.
3. Review the numbered list of tags shown in the record header. Use each tag's dropdown to change it, or the delete icon to remove it.
4. Click **Add a tag** to add another, or **Standard tags** to apply the standard set.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/oc-05-record-tags.png)

# 7. Email Content

Email subjects and body text are managed separately in the **Emails** group of the VCG **Settings** tab. Edit the title boxes directly or click **Edit content**, then click **Save changes**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5-4-03-emails.png)

# 8. Where Content Appears on the Gateway

The static content settings appear on the Gateway's public pages. For example, on the sign-in page:

- The page heading comes from **Default/Intro Page Title**, and the text below it from **Default/Intro Page Content**.
- The **Terms and Conditions** link displays **Gateway Login Terms and Conditions**.
- The **Help** button opens the Help page, which uses **Help Page Title** and **Help Page Content**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/oc-06-gateway-content.png)

# 9. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Gateway settings | Administration → search “Gateway” → Vendor/Client Gateway (VCG). |
| Change a page title | Settings tab → Content → edit the title box → Save changes. |
| Change page or message content | Settings tab → Content → Edit content → edit → Close → Save changes. |
| Choose fields shown on records | Fields tab → choose Area and Record type → « Add / remove fields (saves automatically). |
| Choose header tags | Record tags tab → choose Area and Record type → Add a tag or edit tags (saves automatically). |
| Change email text | Settings tab → Emails → edit title or Edit content → Save changes. |