39 docs tagged with "locker"

Give teammates access to Locker by inviting them with the right role, and understand your options for sharing documents with people outside your organization.

Overview of Locker's two-layer access model, plan availability and role-based permissions that control what each user can do.

Ask plain-language questions about your documents and get direct answers with citations, including what AI Search handles well, its limitations, and when to use it vs. full-text search.

Use the Locker API to programmatically manage documents, versions, metadata, obligations, archival, and legal holds, including features not yet available in the UI.

How document archival works in Locker, this content has moved.

Support GDPR and CCPA requirements with data subject requests, immutable audit trail exports, and retention policy controls in Locker.

Store, protect, and audit regulatory documents in Locker, organized for fast retrieval and defensible evidence during compliance reviews.

Set up Locker as a searchable contract repository with metadata tagging, obligation tracking, and role-based access controls.

Core Locker concepts, this page has moved.

Attach trackable deadlines to any document in Locker, renewal windows, payment dates, compliance reviews, and more.

How permanent document deletion works in Locker, this content has moved.

Overview of document management in Locker, uploading, organizing, versioning, sharing, and document lifecycle states.

How Propper proves a document is authentic — what to share with a federal agency, court, or regulator when they ask for proof.

Download documents from Locker, this page has moved.

Narrow Locker search results by date, document type, owner, and tags, alone or combined with a keyword search.

Bring existing documents into Locker from shared drives, legacy systems, or signed agreement archives, with a pre-import checklist and approach by volume.

Build a searchable, permission-controlled internal knowledge base in Locker with version control, tags, and retention automation.

Purpose-built guidance for legal teams, audit trails, legal holds, retention schedules, and obligation tracking for defensible document custody.

Freeze a document from archival or deletion during litigation or a regulatory investigation, what's enforced today, how to manage holds, and the full hold lifecycle.

Introduction to Propper Locker, secure document storage with search, obligations tracking, and automated lifecycle management.

What each Locker access level allows, view, upload, and admin, and which Locker sections require specific plan features.

Configure Locker for your organization, API keys, webhooks, retention rules, data residency, and compliance controls.

The metadata fields on every Locker document, what they are, which are editable, and how to update them.

Automatic reminder emails for obligation deadlines, coming soon to Locker.

Turn document deadlines and compliance requirements into tracked, notifiable obligations linked directly to their source documents.

Organize your document library using document categories and freeform tags to make filtering and search fast at scale.

Upload a document, tag it, and find it via search, your first 5 minutes in Locker.

Overview of Locker retention, automatically archive or delete documents after a set period to keep your library clean and compliant.

Create retention policies that archive or delete documents automatically, by scope, with worked examples, and what happens when each action triggers.

How organizational roles map to Locker access and how admins assign or update a team member's role from Organization → Members.

Save any search query and filter combination for one-click reuse, ideal for recurring compliance reviews or expiring contract checks.

Search across document names, tags, and metadata in Locker.

Overview of Locker search, attribute filters, saved searches, and AI-powered search coming soon.

Share Locker documents with teammates, this page has moved.

How completed Propper Sign agreements automatically flow into Locker for long-term storage, search, and lifecycle management.

Key terms and definitions used throughout Propper Locker documentation, documents, statuses, permissions, obligations, and retention concepts.

Monitor all open obligations in one dashboard, filter by status, owner, or due date and track progress across your document library.

Upload documents to Locker, understand supported file types, and download documents for your team or external parties.

How Locker tracks the full version history of every document, including what's available today and how to work with versions via the API.