To associate policies:

1. Open one of the existing policies for your customer to the Policy Summary Screen.
2. Click on the Other Policies button at the bottom of the screen. 
3. Click on Associate an existing policy with this Client to access the list of your existing client database.
4. For the online IP version:
   • To select the client's policy you want to associate with, click on the button at the end of the entry field.
   • A Choose/Search Client - Lookup all policies box will appear.
   • Type in the name of the client you want to associate a policy with.
   • When the correct client policy is highlighted, click on the OK button at the top right of the screen.
   • On the Policy Summary Screen, click on the OK button next to the client name.
   • To view this newly associated policy for your customer, click on the Other Policies button.
5. For the local IP version:
   • To select the client's policy you want to associate with, click on the arrow at the end of the entry field to drop down your client list.
   • Left click on the client policy to populate the name in the field.
   • To view the newly associated policy for your customer, click on the OK button to the right of the client name.