Documents

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

Choose Tenant as the entity type and select the tenant record. The document can be found from that tenant.

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 tenant and file ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Choose Tenant as the entity type and select the tenant record

  3. Enter or review tenant and file.

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

  5. Verify that the document can be found from that tenant.

What should happen

The document can be found from that tenant.

Open this workflow in LOXA