Advanced usage, part 2

In this article: Card icons, Expiring cards, Templates, Archive cards, Card sharing, Multi-card operations.                                                                         

1. Card icons

 

Each card has an icon that visually distinguishes it from other records. To change this icon, open a card and tap the icon.

Use website icon – The icon will be downloaded from a website, specified in this card. 

Note: This feature might not work for some websites, which do not provide a favicon.

Select symbol/color – You can select the icon from a predefined set of visuals and colors.

Use custom icon – You can select a file with a custom icon. It has to be up to 250x250 pixels maximum.

2. Expiring cards

 

SafeInCloud warns you about cards, which are expiring within a certain period of time. You can adjust this period via the app’s Options > Preferences.

For this functionality to work, a card should have a field with the Expiry type.

You can see all the expiring and expired cards by selecting Expiring and Expired labels in the side menu. These cards are also marked with hourglass icon.

3. Templates

 

The templates in general are described here Basic usage

To create a new template, go to File > Add template.

Alternatively, you can open any existing card and select Save as template from the menu to create a template similar to this card.

To restore the default templates, right-click the Templates label and select Restore templates from the menu.

4. Archive cards

 

Archived cards are located in the Archive label. These cards are not visible in the All Cards label. They are also excluded from the search.

To archive a card, right-click the selected cart and select Archive from the menu.

To unarchive a card, switch the Archive label on the side menu. Then locate and right-click the card and select Unarchive from the menu.

5. Card sharing

 

To share card with another person by e-mail, right-click the selected card and press Send from the menu. Or you can select Copy as text and paste the card’s info as text somewhere.

Attention! A shared card is not encrypted. Be careful when choosing the data which you want to share.

6. Multi-card operations

 

To perform some operation (e.g. Delete) on several cards at once, use Ctrl+left-click to select cards.

Now select the desired operation from the menu or from the context menu (right-click).