Basic usage

In this article: Adding data, Viewing data, Labels, Search, Templates, Settings.                                                                                                

1. Adding data

A new database contains no cards.

To create a new record, press the Plus (+) button in the top toolbar of the main view. You will see a number of predefined templates: Web account, Credit card, ID/Passport, Note and Another. By choosing Another more templates will be suggested. Choose a desired template. 

Input the title and field values. You can also add new fields or attach files and images by scrolling down the page.

Tip: To rearrange the existing fields or change their names, press the Organize fields button.

Finally, press Done on the toolbar to save the card.

2. Viewing data

To view all the added cards tap All on the bottom toolbar of the main view.

Tap a card in the database to open it. 

Tap any field to copy its content to the clipboard. 

Press the Edit button on the toolbar to start editing the card. 

3. Labels 

In the main app view (Card list) swipe from the left edge to the right to open the Side menu. Or you can press the Hamburger icon (3 horizontal stripes) in the top-left corner. You will see a list of groups and each contains a list of labels.

There are the following groups:

SafeInCloud – the most general labels;
Labels – custom labels;
Security – labels for cards with security doubts;
Special – special labels.

Labels are a kind of tags. You can assign any number of them to a card. Then you can filter all cards by a specific label via the Side menu. E.g. you can see all the credit cards by choosing the Credit cards label.

The most useful labels are All Cards and Favorites. You can also access them via the bottom toolbar in the main view. More info about Labels can be found in the Side menu article.

You can add, rename and delete labels by selecting Manage labels via the More (3 dots) menu in the main view.

To assign labels to an added card, open the card and press Set labels.

4. Search

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

You can type the 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 the app’s Settings > Preferences > Search.

5. Templates 

Open the Side menu and select the Templates label from the list. You will see a 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, press the Plus (+) button on the toolbar. 

Tip: To restore the original templates, select Restore templates from the More menu.

6. Settings

Press the Settings icon on the bottom toolbar of the main view.

Here you can modify the Databases, Security, Preferences, Autofill and other settings. More info about the settings can be found in this article: Settings