Documents

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

Choose Property as the related record. The file can be found from the property.

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 property and file ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Choose Property as the related record

  3. Enter or review property and file.

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

  5. Verify that the file can be found from the property.

What should happen

The file can be found from the property.

Open this workflow in LOXA