Templates and e-signatures

How do I preview a document layout in LOXA?

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

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 sample record values ready before you begin.

Step by step

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

  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