Document layouts and completed leases

How do I clone a lease template in LOXA?

Select Clone on the system template you want to adapt. An editable organization template is created.

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

Before you start

  • You need access to the Document layouts and completed leases workflow in your LOXA role.
  • Have organization copy name and intended use ready before you begin.

Step by step

  1. Sign in to LOXA and open Document layouts and completed leases.

  2. Select Clone on the system template you want to adapt

  3. Enter or review organization copy name and intended use.

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

  5. Verify that an editable organization template is created.

What should happen

An editable organization template is created.

Open this workflow in LOXA