Using LOXA on mobile

How do I upload a document on a phone in LOXA?

Open Documents and start the upload workflow. The selected file is attached to the record.

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 a file available to the phone browser ready before you begin.

Step by step

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

  2. Open Documents and start the upload workflow

  3. Enter or review a file available to the phone browser.

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

  5. Verify that the selected file is attached to the record.

What should happen

The selected file is attached to the record.

Open this workflow in LOXA