Sample workspace
How to try DOXIO on made-up data — a sample client workspace with documents, cards and requests — and how to remove it again in one click.
Updated October 28, 2026
The sample workspace is a client workspace full of made-up data. It shows how DOXIO looks in everyday use before you upload your first real document or invite your first client. Try anything in it, then remove it in one click.
Creating it#
- Click Try with a sample workspace. You find the button on the dashboard, on the welcome page after you create your organization, and on the Client workspaces page while you have no workspace yet.
- Choose the board type. The one that fits the industry you entered at sign-up is preselected.
- Click Create sample. DOXIO creates the workspace and opens it.
An organization can have only one sample workspace. Clicking the button again opens the existing one. An owner or admin with an active plan can create it.
What is in it#
| Part | What it shows |
|---|---|
| Invoice | a received invoice with an embedded ISDOC and a QR payment code; its document details are a draft |
| Receipt | a cash payment with confirmed document details |
| Contract | a contract matching the board type, with a due date |
| Cards and labels | documents spread across the board's columns, with labels and due dates |
| Comments | a client's question, the office's reply and an internal note the client never sees |
| Requests | one open and one approved request to the client, plus a monthly recurring request |
- Part
- Invoice
- What it shows
- a received invoice with an embedded ISDOC and a QR payment code; its document details are a draft
- Part
- Receipt
- What it shows
- a cash payment with confirmed document details
- Part
- Contract
- What it shows
- a contract matching the board type, with a due date
- Part
- Cards and labels
- What it shows
- documents spread across the board's columns, with labels and due dates
- Part
- Comments
- What it shows
- a client's question, the office's reply and an internal note the client never sees
- Part
- Requests
- What it shows
- one open and one approved request to the client, plus a monthly recurring request
Document details are shown only while the organization has accounting switched on. The workspace and all its documents carry the Sample label.
What the sample does not do#
- It does not count against your plan. The sample workspace is not counted towards the active-workspace limit and sample documents use no storage. Files you upload into it yourself count as usual.
- It cannot invite a real client. You cannot add a client contact to the sample workspace, so nobody receives an e-mail or portal access.
- It sends nothing to accounting. Sample documents cannot be exported to an accounting program or pushed to ABRA Flexi.
- It stays out of the calendar and the dashboard. Sample documents are not counted in the dashboard numbers, the getting-started guide or the calendar link.
Removing the sample data#
- Open the sample workspace.
- In the bar at the top, click Remove sample data and confirm.
DOXIO deletes the sample workspace, all sample documents including the files and document details, its requests and the labels that were created only for the sample. Labels you also use elsewhere stay. If you put one of your own documents on the sample board, DOXIO only takes its card off the board — the document itself stays in Documents. Your other workspaces, documents and clients are not touched.
Only an owner or admin can remove the sample. Creating and removing it is recorded in the organization's audit log.