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Use the Partners screen to associate partners in your practice with each corporation.
- Select Tools > Partners from the main menu. The Partners window opens.
- Click Add. The Add Partner window opens.
- Enter the following partner data:
Code — not mandatory. The code can be auto-generated. It can have a maximum of 10 alphanumeric characters and must be unique across all partners.
- Click OK. The partner is added to the list of partners.
- Click Close. To exit the Partners window and return to the main window.