Contract Repository
Give your team one secure, searchable home for every agreement your organization signs, no more hunting through inboxes or shared drives to find out whether a contract was renewed.
Screenshot: locker-dashboard-contracts, the Locker document list showing contracts with tags, counterparty metadata, and a saved search for upcoming renewals
Who This Is For
Legal operations teams, procurement, and anyone responsible for managing the lifecycle of signed agreements. You'll need upload access to add and organize documents; view access is enough for teammates who only need to find and read them.
See Roles to confirm you have the right access level.
Step 1: Bring Your Contracts In
If your organization uses Propper Sign, executed agreements flow into Locker automatically after signing, no manual upload needed. For contracts signed outside Propper, upload them via Locker → Documents → Upload.
See Uploading Documents for supported formats, and Bulk Import if you're migrating a large existing contract library.
Screenshot: contract-sign-locker-flow, the Locker document list showing a recently executed agreement that arrived automatically from Propper Sign
Step 2: Tag and Describe Each Contract
The metadata you add now is what makes contracts findable later. For each agreement, fill in:
- Counterparty name, who the other party is
- Contract type, e.g., NDA, MSA, SOW, vendor agreement
- Key dates, effective date, expiry date, renewal window
- Contract value, for procurement and finance visibility
- Tags, e.g.,
active,vendor,renewal-due,executed
See Metadata for available fields and Organizing Documents for tagging.
Screenshot: contract-metadata-panel, a document detail panel showing counterparty, contract type, expiry date, and tags filled in
Step 3: Track Renewals and Key Deadlines
Add renewal windows and notice deadlines as Obligations on each contract. Locker alerts the right person before the deadline arrives, so your team can act rather than just be notified that a contract has already lapsed.
See Obligations for how to create and track deadlines.
Screenshot: contract-obligations, the Obligations panel on a contract document showing a renewal deadline Due Soon
Step 4: Set Up Access for Your Team
Your whole team doesn't need the same level of access. Sales might browse agreements; legal reviews and uploads them. Access is managed through roles at Organization → Members, not per document.
See Access & Sharing for how to give teammates the right level of access.
Step 5: Keep the Repository Clean
Set retention policies so contracts are archived automatically when they're no longer active, keeping your repository focused on what's current without manual cleanup.
Use Search → Save This Search to create a one-click view of contracts expiring in the next 90 days. It always reflects current data, so your team always has a live renewals list. See Saved Searches.
Screenshot: contract-saved-search-renewals, a saved search named "Expiring in 90 days" showing contracts filtered by expiry date range
See Retention Policies for setup.
Version History
Every contract version is automatically preserved. When an amendment is uploaded, the prior version is kept, so you always have the full history of any agreement. See Version History.
Related Use Cases
- Legal Document Storage: For matter-based management with legal holds and chain-of-custody tracking
- Compliance Documentation: For regulatory evidence organized by framework
Next Steps
- Obligations: Track renewal windows and key dates
- Retention Policies: Automate the contract lifecycle
- Metadata: Set up contract-specific metadata fields
- Sign & Locker Integration: Auto-import executed agreements from Sign