Document layouts and completed leases

How do I preview a document layout in LOXA?

Open the layout and choose Preview. The rendered document can be reviewed before use.

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 sample record values ready before you begin.

Step by step

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

  2. Open the layout and choose Preview

  3. Enter or review sample record values.

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

  5. Verify that the rendered document can be reviewed before use.

What should happen

The rendered document can be reviewed before use.

Open this workflow in LOXA