Issue: When users create a custom firm template with embedded checkboxes, and then insert this custom record template in an Excel Smart workpaper workbook, the original checkboxes embedded in the template do not appear.
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​Cause: This issue is caused by an Excel setting.

Resolution: To resolve this issue, enable the "Cut, copy, and sort inserted objects with their parent cells" option in Excel. You can find this setting under Excel > File > Options > Advanced

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This will fix the issue when you attempt to reinsert the custom record template.