Templates and e-signatures

How do I create a document layout in LOXA?

Open Documents, then Document layouts, and select Create layout. The layout is available for document generation.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
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 layout name, document type, content, and fields ready before you begin.

Step by step

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

  2. Open Documents, then Document layouts, and select Create layout

  3. Enter or review layout name, document type, content, and fields.

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

  5. Verify that the layout is available for document generation.

What should happen

The layout is available for document generation.

Open this workflow in LOXA