Propper Locker
Propper Locker is a secure document repository, a single place to store, search, track, and manage the full lifecycle of your organization's important documents. It's where executed agreements live long-term, where compliance teams find what they need, and where deadlines don't get missed.
Screenshot: locker-dashboard, screenshot of the Locker dashboard showing the document list, search bar, and left nav
What Locker Does
| Capability | Description |
|---|---|
| Store & organize | Upload documents and classify them with categories, tags, and metadata |
| Search | Search documents by name, tags, and metadata to find what you need quickly |
| Track obligations | Turn contract deadlines and compliance requirements into tracked, notifiable items |
| Manage the lifecycle | Automate archival and deletion with retention policies, and freeze documents with legal hold |
| Control access | Control who can view, upload, and administer via role-based permissions |
AI Search, which lets you ask plain-language questions about your documents, is coming soon. It will be available on plans that include it.
How Locker Fits Into Propper
Documents executed through Propper Sign automatically flow into Locker as their permanent home, no manual download and re-upload required. Locker is also where you store documents from outside Propper: contracts from legacy systems, policies from shared drives, certificates, and any other document that needs a searchable, compliant home.
See Sign & Locker Integration for how completed Sign agreements land in Locker automatically.
The Core Workflow
Here is what using Locker looks like end-to-end, from adding a document to managing it over its lifetime.
1. Upload Your Document
Go to Locker → Documents and click Upload, or drag and drop files onto the upload area. You can upload multiple files at once, each becomes its own document with independent version history and metadata.
Supported formats: PDF, Word (.docx, .doc), Excel (.xlsx, .xls), and plain text (.txt). AI Search indexes PDF, DOCX, and plain text, legacy .doc and Excel files are stored but not AI-indexed.
Tip: For final, executed documents use PDF, formatting is preserved exactly. Use DOCX for drafts that may still be edited.
See Uploading Documents.
2. Classify It with Category and Tags
Every document should have a category (one of eight fixed types) and one or more tags that give it context your team can filter by.
A well-tagged document is searchable in seconds. An untagged document in a library of thousands is difficult to find. Agree on a tagging convention with your team before bulk-importing, vendor: acme, region: EMEA, status: pending-renewal, and apply it consistently.
See Organizing Documents and Metadata.
3. Search and Retrieve
From Locker → Search, enter any keyword or phrase. Locker searches document names, tags, and metadata.
Use Filters to narrow results by category, owner, upload date, or any tag.
See Search.
4. Track Key Deadlines with Obligations
If a document has a renewal date, notice period, or compliance review coming up, create an Obligation, a tracked deadline linked to the document. The assigned owner gets reminded as the date approaches.
Go to Locker → Obligations to see all upcoming deadlines across your entire repository in one view.
See Obligations.
5. Set a Retention Policy
Retention policies automate the document lifecycle, archive or delete documents after a defined period without manual work. Configure policies at Organization → Retention.
For documents that must never be deleted (litigation, regulatory holds), use Legal Hold to freeze them regardless of any policy.
See Retention Policies and Legal Hold.
How It All Fits Together
A vendor contract is uploaded, tagged with
Vendor: AcmeandRenewal: 2026-09-01, and a teammate finds it instantly by searching "Acme". They create an Obligation, "Send renewal notice" due 60 days before expiry, and the owner gets an automatic reminder.
Before You Start
Locker is available on the Business plan. If Locker is not visible in your navigation, contact your account team.
What you can do depends on your access level:
- View and download documents, requires view access
- Upload documents and manage tags, requires write access
- Delete documents, manage retention, or place legal holds, requires admin access
Your organization admin assigns access at Organization → Members. If you can see Locker but are blocked from an action, reach out to your admin. See Permissions.
What's in This Guide
| Section | What you'll find |
|---|---|
| Quick Start | Upload, tag, and find your first document in under 5 minutes |
| Terminology | Key terms, statuses, permissions, and retention concepts |
| Sign & Locker Integration | How completed Sign agreements flow into Locker |
| Documents | Upload, organize, version, and share documents |
| Access Control | Roles, permissions, and sharing |
| Search | Full-text search, filters, and AI Search |
| Obligations | Deadline tracking and notifications |
| Retention & Compliance | Lifecycle management, legal hold, and GDPR |
| API Integration | Programmatic access for features not yet in the UI |
| Settings | Locker configuration reference |
Feature Availability
Most Locker features are available directly in the UI. Some, including uploading new document versions, editing metadata after upload, and creating obligations, are currently available via the API while the UI is under development.
For actions that are API-only today, see API Integration for workflow details.
Common Use Cases
Locker is used across teams for different purposes. See the Use Cases section for end-to-end walkthroughs of common scenarios, including contract repositories, compliance documentation, and legal storage.