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Getting Started

Welcome to Loyva: Platform Overview Creating Your Organization Inviting, Adding or Removing Teammates Understanding User Roles: Admin, Sales, and Custodian Changing a Teammate’s Role Taking the In-App Product Tour Quick-Start: From First Client to First Signed Contract

Account & Organization Settings

Updating Your Profile Resetting Your Password Setting or Changing Your Vault PIN Organization Branding: Logo and Identity Managing Your Notification Preferences Session Timeout and Security Basics Setting the Default Timezone Joining or Leaving an Organization Switching Between Organizations

Team & Access Control

Inviting Team Members Role Permissions Explained Assigning Team Members to Clients Removing or Deactivating Users Vault Access Permissions

Clients

Creating an Individual Client Creating a Company Client Bulk Importing Clients via CSV Editing a Client Archiving and Deleting Clients Searching, Filtering, and Column Customization Using Client Tags

Proposals

Creating a Proposal Using the Pricing Library Variable Replacement in Proposals Sending a Proposal to a Client Tracking Views, Acceptance, and Decline Top Deals and Performance Reporting Converting an Accepted Proposal Into a Contract

Documents & E-Signature

Sending a Document for Signature Using and Building Document Templates Pre-Built Legal Templates (ECCA)AI Auto-Detect Signature Fields Sequential vs. Parallel Signer Order In-Person "Sign Now" Flow eSign Consent Adding CC Recipients Reminders and Resending Recalling or Voiding an Envelope Editing a Document with the PDF Editor Tracking Signer Status

Vault (Authoritative Copy)

What is an Authoritative Copy? (UCC § 9-105)Vaulting a Signed Document Setting Up Your Personal Vault PIN Vault: Viewing, Downloading, and Printing Rules Multi-Document Envelopes in the Vault Vault Audit Log Brute-Force Lockout and PIN Recovery Custodian View vs. Admin View

Billing & Payments (Loyva Payments)

Getting Paid with Loyva Payments Connecting Your Stripe Account Collecting Payment During Signing Creating a One-Time, Recurring, or Hybrid Invoice Managing Subscriptions from a Signed Contract Handling Failed Payments Voiding an Invoice and Issuing Refunds The Customer Billing Portal

Integrations

Connecting Gmail Connecting Outlook Connecting QuickBooks Online Stripe Connect: Setup and Reset

Email & Communications

Reading and Replying in the Email Inbox Composing a New Email Email Templates CC of Completed Documents

Templates Library

Document Templates Email Templates Proposal Terms Templates Nested Folder Templates Client and Document Tag Management Template Thumbnail Previews

Client Portal

How the Magic-Link Portal Works What Clients Can and Can't See Resending Portal Access Audit Report

Reports & Analytics

Business Overview Dashboard RMR / ARR Report Proposals Report User Performance Report Vault Dashboard Exporting Reports

Notifications

In-App Notification Bell Notification Types and Triggers Email Notification Preferences Bulk-Clearing Notifications

Release Notes & What's New

Release Notes — July 13, 2026

E-Vault

Vaulting a Signed Contract (Vault In)How to use the Vault

Release Notes & What's New

Release Notes — July 13, 2026Pricing Schedule exhibits, auto-invoicing, and a smoother send flow

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