Document layouts and completed leases

How do I publish an organization template in LOXA?

Review the completed template and select Publish. The template becomes available in generation workflows.

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 content, fields, redactions, and disclaimer ready before you begin.

Step by step

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

  2. Review the completed template and select Publish

  3. Enter or review content, fields, redactions, and disclaimer.

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

  5. Verify that the template becomes available in generation workflows.

What should happen

The template becomes available in generation workflows.

Open this workflow in LOXA