A.  The Advantage Anywhere editor allows you to create templates for letters and emails.  This way these files are always at your fingertips and merge with your contacts name, address or other relevant fields.

 

The triangles represent folders.  The triangles pointing to the right are unopened folders, the triangles pointing down reflect a folder that is open and the contents is visible directly underneath.

 

 

In the example above, Marketing is the name of the folder and the folder contains subfolders (Letter templates, Email Templates) as well as available templates (Closing File email, Concerned Follow Up Email, Event Invite).

When saving, make sure you have a name for your template, otherwise the system will give it a name {New Template} that you can later re-name.  A;so be sure to tell the system which folder you’d like to save you masterpiece in or it will not save as it doesn’t know where to store it. Click on the folder you’d like to save the template into before clicking save: