Assign a Project ID to Your Research

You can associate a project ID (sometimes referred to as a client ID) with a search. The project ID you assign "stays" with the search in your history and folders, identifying the project you were doing the research for. The active project ID is always displayed at the top of every document page. If you don't assign a project ID, the default project ID is None.

All your research is assigned to the active project ID, until you assign a new one (which then becomes the active one).

To assign a project ID:

  1. Click the User ID drop-down menu located on the right-hand side of the Global Navigation Bar.
  2. Click the Project ID drop-down menu.
  3. Select a project ID from the list or select Add new ID. The Set/Add Project ID page is displayed.
  4. Select one of the following options:
    • Recently Used Project ID: Choose a project ID from the drop-down menu
    • New Project ID: Enter the name of a new project ID in the field (there is a 50 character limit)
  5. Enter a Research description in the box below, this is optional however helpful when you have a lot of different project IDs (there is a 1000 character limit).
  6. Click the Set Project ID button to save your changes.
  7. Click Cancel to return to Nexis® without saving.