Documents

How do I attach a document to a lease in LOXA?

Choose Lease as the related record. The document stays with the agreement record.

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

Before you start

  • You need access to the Documents workflow in your LOXA role.
  • Have the specific lease and file ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Choose Lease as the related record

  3. Enter or review the specific lease and file.

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

  5. Verify that the document stays with the agreement record.

What should happen

The document stays with the agreement record.

Open this workflow in LOXA