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Quick Start

Three steps. No prior reading required.

Prerequisites

You need write access to upload documents and search access to use the Search section. If Locker isn't visible in your navigation, or if you're blocked from these actions, contact your organization admin.

Step 1: Upload a document​

  1. In the left sidebar, go to Locker → Documents.
  2. Click Upload in the top-right corner.
  3. Select a file from your computer, or drag and drop it onto the page.
  4. Your document appears in the list with Active status.

That's it, the file is securely stored and indexed for search.

Coming Soon

Screenshot: locker-quickstart-upload-button, the Documents list with the Upload button highlighted in the top-right corner

Step 2: Tag it​

Set a category and at least one tag so the document is easy to find later.

  1. Open the document you just uploaded by clicking its name.
  2. At upload, set the Category to the type that best fits (Contract, Invoice, Policy, etc.).
  3. Add a tag, use the format key: value, for example vendor: acme or status: active.
Coming Soon

Screenshot: locker-quickstart-metadata-panel, the document detail view showing the Category dropdown and Tags field in the metadata panel

tip

Tags are how you filter documents at scale. Even one tag makes a big difference when your library grows. See Organizing Documents for tagging conventions.

  1. Go to Locker → Search in the left sidebar.
  2. Type the document's name, the tag value you just added (acme), or any word you know is in the file.
  3. Your document appears in the results. Click it to open.

If you want to narrow results, click Filters to filter by category, owner, date, or any tag.

Coming Soon

Screenshot: locker-quickstart-search-results, the Search page showing results with the Filters panel open

You're set​

You've uploaded, tagged, and searched for a document, that's the core Locker workflow.

What to do next: