What the Client ID is for
The Client ID lets you track a folder by your own internal client reference, in addition to the folder name. If your practice already uses client codes in its reporting, you can carry the same code into Datamolino and find folders by it.
How to set a Client ID
On the main dashboard, open the Folder Menu for the folder.
Go to Preferences.
Fill in the Client ID field and save.
Where the Client ID appears
Main dashboard - the Client ID is shown next to the folder, and you can search or filter folders by Client ID in both Documents and Approvals.
Reports - the Client ID is included in reports such as Pending Exports by Issue Date.
Usage reports - the Client ID is included in the CSV usage report you can download from History of Billing Cycles in Account Management.
Learn more about navigating Documents and Approvals and viewing your current and historical usage.