Templates and e-signatures

How do I check whether a tenant signed in LOXA?

Open Documents or the tenant portal document list and read Signature status. The team can see whether follow-up is needed.

LOXA Templates and e-signatures screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Templates and e-signatures workflow in your LOXA role.
  • Have sent, viewed, or signed state ready before you begin.

Step by step

  1. Sign in to LOXA and open Templates and e-signatures.

  2. Open Documents or the tenant portal document list and read Signature status

  3. Enter or review sent, viewed, or signed state.

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

  5. Verify that the team can see whether follow-up is needed.

What should happen

The team can see whether follow-up is needed.

Open this workflow in LOXA