Using LOXA on mobile

How do I understand desktop-only document building in LOXA?

Open Document layouts on mobile and read the desktop notice. You can defer complex builder work to a desktop.

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 layout you intend to edit ready before you begin.

Step by step

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

  2. Open Document layouts on mobile and read the desktop notice

  3. Enter or review the layout you intend to edit.

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

  5. Verify that you can defer complex builder work to a desktop.

What should happen

You can defer complex builder work to a desktop.

Open this workflow in LOXA