Uploading & Downloading
You need write access to upload documents, and at least view access to download them. If you're blocked from either action, contact your organization admin. See Roles & Permissions.
Upload a New Document
- From the Locker dashboard, click Upload.
- Select one or more files, or drag and drop onto the upload area.
- The document appears in your repository.
Screenshot: locker-upload-dialog, screenshot of the upload dialog with a file selected and a progress indicator
You can upload multiple files in one go, each becomes its own document with independent version history and metadata.
Supported File Types
| Format | Extensions | AI Search indexing |
|---|---|---|
.pdf | ✅ Indexed (requires embedded text layer) | |
| Word | .docx | ✅ Indexed |
| Word (legacy) | .doc | ❌ Not indexed |
| Excel | .xlsx, .xls | ❌ Not indexed |
| Plain text | .txt | ✅ Indexed |
Use PDF for finalized, executed documents, formatting is preserved exactly. Use DOCX for drafts that may still be edited.
AI Search indexes PDF, DOCX, and plain text files only. Legacy .doc and all Excel files (.xlsx, .xls) can be stored and searched by name and metadata, but their content is not available to AI Search.
Upload a New Version
Uploading a new version to an existing document record is not yet available in the UI. Version uploads are available via the Locker API. See API Integration.
See Version Control for more on how version history works.
Download a Document
- Find a document via the dashboard or Search.
- Open the document and click Download in the action bar.
- The file downloads in its original format.
Screenshot: locker-download-button, screenshot of the document detail view with the Download button highlighted
Download a Specific Version
Browsing and downloading prior versions is not yet available in the UI. This is available via the Locker API. See Version Control.
Audit Log
Every upload and download is recorded automatically, who accessed which document and when. Organization admins can review this history at Organization → Audit Logs for compliance purposes.
Sharing with External Parties
Locker does not have external share links by design. To share a document with someone outside your organization, download it and send it through your usual secure channel. For counterparties who need to sign, use Propper Sign.
For managing who inside your organization has access, see Access Control & Sharing.