Templates and e-signatures

How do I use a LOXA lease template?

Open Lease templates and review the available system draft. The template can be cloned for your organization.

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 property type, state, and deal terms ready before you begin.

Step by step

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

  2. Open Lease templates and review the available system draft

  3. Enter or review property type, state, and deal terms.

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

  5. Verify that the template can be cloned for your organization.

What should happen

The template can be cloned for your organization.

Open this workflow in LOXA