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Version Control

Version management is API-only today

Uploading new versions, browsing version history, and downloading or restoring prior versions are not yet available in the UI. These are available via the Locker API, see API Integration to use them today.

Locker automatically preserves the full history of every document. Each time a new version is uploaded, the prior version is retained, executed agreements and signed copies are always recoverable, regardless of how many updates follow.

How Versions Work​

  • Uploading a file for the first time creates Version 1.
  • Each subsequent upload to the same document record creates the next version (Version 2, Version 3, and so on).
  • The latest version is shown by default in the document list and on the document detail page.
  • All prior versions are preserved in storage and remain accessible.
Coming Soon

Screenshot: locker-document-version-indicator, the document detail page showing the current version number and a version history tab

Uploading a New Version​

To replace a document with an updated copy while keeping the version history intact, use the Locker API to upload a new version to the existing document record.

Do not upload the updated file as a new separate document, that creates an unrelated record with no shared history.

When to upload a new version:

  • An NDA is amended, upload the amended copy as Version 2 of the original record
  • A draft contract becomes final, upload the executed PDF as the next version
  • A policy document is updated annually, upload each revision to the same record

See API Integration for how to make version upload requests.

Version Retention​

How long all versions are kept is controlled by your retention policy:

  • When the retention period expires, all versions are subject to the configured action (archive or delete), not just the latest.
  • Documents under Legal Hold retain all versions indefinitely, regardless of any policy.
  • If a document is deleted, all versions are permanently removed.
tip

For executed agreements and signed documents, set a retention policy that matches your legal or compliance requirements, not just business convenience. Losing a prior version of a signed contract is irreversible.

Sign-Originated Documents​

Agreements completed in Propper Sign are automatically stored in Locker as Version 1 of a new document record. If the underlying agreement is ever re-executed or amended, upload the new copy via the API as Version 2 to maintain a single, continuous history.

See Sign & Locker Integration for how Sign documents land in Locker.