Insurance

How do I upload an insurance certificate in LOXA?

Choose the policy record and upload the certificate file. The evidence is stored with the policy.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
LOXA Insurance screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Insurance workflow in your LOXA role.
  • Have a readable PDF or supported image ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Choose the policy record and upload the certificate file

  3. Enter or review a readable PDF or supported image.

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

  5. Verify that the evidence is stored with the policy.

What should happen

The evidence is stored with the policy.

Open this workflow in LOXA