Document layouts and completed leases

How do I review a legacy internal document in LOXA?

Open the legacy document from Documents. The record opens read-only.

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 its stored draft or acknowledgement state ready before you begin.

Step by step

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

  2. Open the legacy document from Documents

  3. Enter or review its stored draft or acknowledgement state.

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

  5. Verify that the record opens read-only.

What should happen

The record opens read-only.

Open this workflow in LOXA