Organizing Documents
Locker organizes documents using categories and tags, labels that make filtering fast across large libraries. There are no folder hierarchies; organization is entirely label-based.
Screenshot: locker-tags-categories, screenshot of a document card showing its category badge and tag chips
Categories
A category is the primary classification for a document. The available categories are:
Contract · Invoice · Receipt · Report · Certificate · Policy · Agreement · Other
- Every document should have one category
- Categories are available as a filter in Search
Categories are fixed values, they are not configurable by admins. Use Tags for any organization-specific classification beyond these eight types.
Screenshot: locker-category-dropdown, screenshot of the category selector on a document detail page
Tags
Tags are freeform labels that add context beyond the category (e.g., vendor: acme, region: EMEA, pending-renewal).
- Any team member with upload access can add tags
- Tags don't need to be predefined, your team defines them
- A document can have multiple tags
Agree on a tagging convention with your team before bulk-importing documents, consistent formats like key: value make filtering far more effective. See Importing Existing Documents for guidance on planning a tagging scheme before a large import.
How to Add a Category or Tag
You can set a document's category and tags when you first upload it. After upload, editing category and tags directly on a document is not yet available in the UI, use the Locker API to update them on existing documents.
Screenshot: locker-upload-category-tags, the upload flow showing the Category selector and Tags field
Filtering by Category or Tag
Once documents are tagged, you can filter your library to find exactly what you need:
- From the Locker dashboard, click Filters.
- Select one or more Categories or type a Tag.
- The document list updates instantly.
Filters stack, applying both Category: Contract and Tag: vendor: acme returns only Acme contracts.
Screenshot: locker-filter-panel, the Filters panel open with a Category and Tag filter applied