Documents

How do I replace an outdated file in LOXA?

Upload the current document and preserve the related record context. Staff can identify the current file.

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 new final file and version explanation ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Upload the current document and preserve the related record context

  3. Enter or review new final file and version explanation.

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

  5. Verify that staff can identify the current file.

What should happen

Staff can identify the current file.

Open this workflow in LOXA