Documents

How do I upload a document in LOXA?

Open Documents and select Create document or the upload workflow. The file appears in the document registry.

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 file, document type, related entity, and sharing status ready before you begin.

Step by step

  1. Sign in to LOXA and open Documents.

  2. Open Documents and select Create document or the upload workflow

  3. Enter or review file, document type, related entity, and sharing status.

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

  5. Verify that the file appears in the document registry.

What should happen

The file appears in the document registry.

Open this workflow in LOXA