Using LOXA on mobile

How do I open the mobile navigation menu in LOXA?

Select Menu in the top bar. The mobile navigation panel opens.

For
All organization roles, Tenant
Updated
August 9, 2026
LOXA Using LOXA on mobile screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Using LOXA on mobile workflow in your LOXA role.
  • Have the destination you need ready before you begin.

Step by step

  1. Sign in to LOXA and open Using LOXA on mobile.

  2. Select Menu in the top bar

  3. Enter or review the destination you need.

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

  5. Verify that the mobile navigation panel opens.

What should happen

The mobile navigation panel opens.

Open this workflow in LOXA