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    Structured Note

    Is there a way to edit a structured note template so that it changes on every account that has it applied?

    Thanks.
    Re: Structured Note

    You can edit the template, however, this won't affect accounts that already imported this structured template, but rather only ones, including existing ones, that it'll get applied/imported to from now on.

    Hope this helps.

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      Re: Structured Note

      Thanks.

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