A. Navigate to the EDITOR in Advantage Anywhere.  Click on the Create a new Document/Template icon, it will ask you to save your existing work save if you have existing work otherwise simply decline and it will ask you what type of file you’d like to create, choose template.  Also, when saving verify with the drop down next to the name of the file that it is being saved as a template.  Saving as a template allows you to use the Advantage Anywhere Merge fields which can be inserted using the blue “+” icon.