Templates and e-signatures

How do I confirm a template redaction in LOXA?

Open the template and review each marked redaction before confirming it. The template records that the redaction was reviewed.

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 the removed or replaced source text ready before you begin.

Step by step

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

  2. Open the template and review each marked redaction before confirming it

  3. Enter or review the removed or replaced source text.

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

  5. Verify that the template records that the redaction was reviewed.

What should happen

The template records that the redaction was reviewed.

Open this workflow in LOXA