Documents

How do I search the document registry in LOXA?

Enter a filename or document type in Search. Matching registry rows remain visible.

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 a distinctive word from the file ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Enter a filename or document type in Search

  3. Enter or review a distinctive word from the file.

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

  5. Verify that matching registry rows remain visible.

What should happen

Matching registry rows remain visible.

Open this workflow in LOXA