Templates and e-signatures

How do I edit a document layout in LOXA?

Open the saved layout and change its content or fields. Future generated documents use the updated layout.

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 the approved wording and merge fields ready before you begin.

Step by step

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

  2. Open the saved layout and change its content or fields

  3. Enter or review the approved wording and merge fields.

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

  5. Verify that future generated documents use the updated layout.

What should happen

Future generated documents use the updated layout.

Open this workflow in LOXA