You can also add folders to your file list by Right Clicking on the list and choosing Associate New Folder from the menu.
When you double click on a folder to view it, Advisors Assistant loads Windows Explorer with the folder's files. You can then double click on any file or sub folder to view it.
When you delete a folder, you are not deleting it from your computer. It is only being deleted form the list.
When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane. This makes it much easier to locate by last name.