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We have quite a few collections that are used in the background for compliance/reporting/filtering, that clutter the otherwise extremely useful collections drop-down in Advanced Insights console. It would be extremely helpful to have a mechanism t...
Caseware is a company that deals with fiancial records and they also do templates that can be pushed out to staff/upgraded etc. https://documentation.caseware.com/2023/WorkingPapers/en/Content/Practice/Templates-Authoring/Templates.htm They have g...