Templates and e-signatures

How do I send a document for signature in LOXA?

Open the generated document and start the signature workflow. The tenant sees the signature request.

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 signer, signature fields, and sharing access ready before you begin.

Step by step

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

  2. Open the generated document and start the signature workflow

  3. Enter or review signer, signature fields, and sharing access.

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

  5. Verify that the tenant sees the signature request.

What should happen

The tenant sees the signature request.

Open this workflow in LOXA