Settings and activity
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8 votes
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16 votes
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7 votes
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An error occurred while saving the comment Anonymous commented
add filtering and search capabilities to Shared with me tab
I want to embed internal instructions directly inside a template as a dedicated "team-only" block. These notes should be visible to all internal users editing or creating documents from the template, but automatically hidden from recipients when the document is sent. This removes the need for separate SOPs or manual deletion steps and ensures consistent team guidance at the template level — without requiring an Enterprise plan upgrade.