Basic usage

In this article: Samples, Labels, Search, Adding data, Templates, Options.                                                                         

1. Samples

A newly created database contains a few example cards.

Tap any card to view it. Tap any field in the card details to copy its content to the clipboard.

Press the Pen button at the right-bottom corner to start editing the card.

2. Labels

You can see the list of labels on the left side of the app.

Labels are kind of tags. You can assign any number of them to a card. Then you can filter all cards by a specific label by tapping the label you like. E.g. you can see all the samples by choosing the Samples label. 

The most useful labels are All Cards, Favorites and Recent

You can add and delete labels via the toolbar. To rename label, double-click on the selected label

Alternatively, you can add, rename and delete labels by right-clicking on the selected label.

Tip: You can turn on/off special labels like Weak passwords, Same password, Expiring via the app’s Options > Preferences > Labels.

3. Search

Search is the primary method of accessing your data in SafeInCloud. Tap the search field at the top toolbar and start typing to filter matching cards.

You can type beginnings of several words to find matching cards. E.g. type “fa 2” to get “Facebook 2”, but not “Facebook 1”.

Tip: Passwords are not included in the search by default, but you can change that via app’s Options > Preferences > Search

4. Adding data

To create a new record, press Add card from the toolbar in the main view. You can also add notes by pressing Add note.

You will see a number of predefined templates: Web account, Credit card, Passport, Wi-Fi password and so on. Choose a desired template.

Input the title and field values. You can also add new fields, attach files and images. 

Tip: To rearrange the exiting fields or change their names, press the Organize fields icon on the toolbar.

To assign labels to this card, press the Set labels icon on the toolbar. 

Press the Save and close on the toolbar to save the card.

5. Templates

Select the Templates label from the list on the left side of the app. You will see the list of templates. These templates are just empty blueprints (models) used for creating new cards. 

Do not enter your actual data into the templates! 

You can delete and modify the templates to match your needs. To create a new custom template, go to File > Add template on the menu bar.

6. Settings

Press the Options icon on the toolbar.

Here you can modify the Cloud Sync, Security, and Autofill settings. You can adjust multiple user interface Preferences. Over that, you can check for updates on the Updates tab.