Templates and e-signatures

How do I publish an organization template in LOXA?

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

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

Step by step

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

  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