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Firm Feature Requests

Workflow Template Updates
Workflow Templates - When this is updated, it asks to implement to current workflows, and when you hit yet to confirm it to be updated on the existing workflows already assigned to clients, it does not update even though it confirms the number of updates it does.
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Workflows
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in progress
add "year" by groups
When looking at documents, it would be nice to have a field whereby we could filter by year. Similar to a tag i think.
·
Workflows
·
in progress
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