Dashboard and daily work

How do I add a document from the dashboard in LOXA?

Select + Document in the dashboard action row. The file appears in the document registry.

For
Organization owner, Organization admin, Property manager, Accountant, Viewer
Updated
August 9, 2026
LOXA Dashboard and daily work screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Dashboard and daily work workflow in your LOXA role.
  • Have document type, related record, file, and sharing choice ready before you begin.

Step by step

  1. Sign in to LOXA and open Dashboard and daily work.

  2. Select + Document in the dashboard action row

  3. Enter or review document type, related record, file, and sharing choice.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the file appears in the document registry.

What should happen

The file appears in the document registry.

Open this workflow in LOXA