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Thomson Reuters Training & Support

Checkpoint Tip - How to use Client ID

Last Published: December 21, 2021

This tip demonstrates how to use Client ID to track your research on Checkpoint.  The Client ID is an optional feature used to record research against a client, it includes the searches run and documents viewed during a session within Checkpoint.

The Client ID is recorded in your History Tab within Checkpoint.

  1. Select Client ID from the top right of the Checkpoint home page
  1. Type in a new Client ID.
    Note: This can be any title such as a name, number or project tile
  2. Select the Save button. 
    Your activity and research time will be recorded under this Client ID and you can use the same Client ID for future sessions to continue documenting.
  1. To view the research history for your client, select the History link
  1. Select the required session

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