Canned replies

Ready-made texts you insert into a comment on a document in a client workspace. The client, office and date variables fill themselves in.

Updated October 28, 2026

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You often write clients the same thing: a bank statement is missing, the paperwork has arrived, a document goes back for correction. Save such texts as canned replies and insert them into a comment on a document with one click.

Creating a canned reply#

Owners and admins create and edit canned replies.

  1. Click New reply.
  2. Fill in the Title (you find the reply by it in the comment box) and the Text.
  3. Insert variables with the buttons under the text if you need them. The Preview on the right shows how the text will look.
  4. Click Add reply.

Edit a reply with Edit and remove it with Delete. Comments you already inserted it into don't change. An organization can have at most 100 canned replies, a title at most 80 characters and the text 2,000 characters. Two replies can't share a title.

Variables#

Variables are replaced at the moment you insert the reply into a comment:

Variable
{{klient}}
What is filled in
the workspace's client; the workspace name when it has no client
Variable
{{kancelar}}
What is filled in
your organization's name
Variable
{{datum}}
What is filled in
today's date

You can still edit the inserted text before sending. The comment is stored as plain text, without variables.

Inserting into a comment#

You find canned replies in the comment box of a card in a client workspace. Anyone who writes comments can insert them, members included. Writing internal notes and mentioning colleagues is covered in Tasks and mentions.

Related guides

  • Client workspaces

    A shared space with each client: a board with columns and labels, document requests, uploads, client contacts, templates and archiving.

  • Client portal

    How to invite a client to the portal, how they sign in without a password and what they see there: requests, uploads from computer or phone, and messages with the office.

  • Recurring requests

    Set up once what you need from a client every month, quarter or year. DOXIO creates the requests by itself and reminds the client before and after the due date.

  • Tasks and mentions

    Assign a card to a colleague, mention them in an internal note and keep track of your cards in one place. Owners and admins see how much work each person has.

  • Monthly client reports

    How to send a client an automatic monthly report of their workspace — what they sent, what the office processed and what is still missing — and how to create, edit and send one by hand.

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