Document Repository

The Document Repository gives Streamline CLM users a centralized space to access, manage, and track documents that are part of their collaboration and signature workflows. No more digging through inboxes or shared drives—this feature provides visibility, traceability, and control over critical agreements from within the Streamline platform.

Why It Matters

With the Document Repository, your team gains a single source of truth for agreements. Whether you're reviewing upcoming renewals, running a compliance audit, or gathering metadata for reporting, you can find everything in one place, complete with:

• Searchable metadata

• Audit history

• Expiration tracking

• Download and version access

Who Is It For?

This feature is built for teams that handle contracts or internal agreements, including:

• Legal teams managing risk and approvals

• Sales teams tracking deal execution

• IT and Ops teams monitoring renewals and vendor contracts

💼 Example Use Case:
A legal team preparing for quarterly renewals can pull a list of contracts expiring in the next 30 days—complete with key fields like deal value and renewal terms—without leaving Streamline or checking shared folders.

Document Inclusion Criteria

The Document Repository includes documents that meet at least one of the following:

• Generated via a Docs step, even without other steps

• In active collaboration workflows (in progress)

• Completed collaboration steps

• Completed signature steps — marked as “Signed” or “Executed”, and locked from future edits to ensure document integrity

🔒 Signed documents are stored as read-only to preserve legal validity and support downstream compliance.

How to Use the Document Repository

1. Access the Repository

• From the main Streamline dashboard, navigate to Document Repository in the left-hand panel.

2. Search & Filter Documents

• Use the search bar in the upper right to locate specific documents.

• Beside the search bar, you can Customize the table view to show the columns most relevant to you—columns are based on metadata from your workflows.

🛠️ Example fields: “Contract Value”, “Expiration Date”, “Status”

3. Download or Delete

• From the table view, you can download or delete a document.

• ⚠️ Deleting a document is permanent—be sure before confirming.

4. View Document History & Versions

• Click into any document to open the Document Detail View.

• On the left, you’ll see a version timeline, Metadata & Summary of the document.

• On the right, use the dropdown to switch between versions.

💡 Tip: Want a specific version? Use the dropdown to select it, then click Download to retrieve that version only.

Summary

With the Document Repository, you can:

• Quickly find and review documents created through CLM workflows

• Access document metadata to support renewals, reporting, and audits

• Ensure signed documents are secure and traceable

• Eliminate uncertainty about where agreements live