Auto-Copy

The "Auto-Copy on URL Launch" option was originally designed for iPhones before multi-tasking was available as a way to get data out of mSecure when you need to use data in mSecure on a website. The basic idea is when you tap on a web address inside of a record, it will launch the website in Safari and then have already copied information in the record to the clipboard to be able to paste into the web form. Let's go through the most common example of how this feature is used. To start with we need to turn it on. Go to your main mSecure screen and tap on the "i" in the bottom corner as shown in Figure 1.


<Figure 1>


Next scroll down in the menu to the "Auto-Copy on URL Launch" option as shown in Figure 2.


<Figure 2>


After you tap on this you will be taken to the setup screen for this option with two sliders available as shown in Figure 3.



<Figure 3>


Next you can turn on and off these two sliders. There is one to copy the username and one to copy the password. We are going to demonstrate the most common variation which is just the password option turned on. Toggle the second toggle as shown in Figure 4 with the blue underline.



<Figure 4>


Now tap on the "Preferences" button in the top left corner, it is highlighted with a red box in Figure 4. Now we are going to go to the main view and open our test Work Email record. You can follow along with any record that has a URL, username and password, such as a Web Login. So the detail view for the record will look like Figure 5.



<Figure 5>


The URL (highlighted in the red box) is a blue link we can click on, the username is easy; JohnDoe. The password (underlined in blue) in this case is easy as it is "password". So now we are going to tap on the URL link and it is going to open the website as shown in Figure 6.



<Figure 6>


Once the website is loaded like in Figure 6 we can type in the easy username as shown in Figure 7.



<Figure 7>


Now we are going to move the cursor to the password field and press and hold until the "Paste" button pops up like in Figure 8.



<Figure 8>


Tap on "Paste" and it will put the password into the password field and we are ready to login to the website as shown in Figure 8.



<Figure 9>


Now in this example the username and password was easy and we might not even need to use this feature. However, if you start using our <Password Generator> feature then the passwords will become a lot more complicated and something like this can be very useful. You can also choose to have it copy the username instead of the password. And finally you can choose to have it copy both the username and the password. However, like with all computing devices, the "Clipboard" has only one spot. Because of this we have to combine the username and password into one line. So in the example above if we had mSecure set to copy the username and password, when you tapped on paste it would paste in this: JohnDoe:password So the username is first and then a colon and then the password. This can be helpful if all of your usernames and passwords are complicated. Otherwise, the most common way to configure this feature is just using the password toggle on and the username toggle off.

Email Backup

The "Email Backup" option in mSecure allows you to create an email backup of your mSecure data in case something happens to your device. The email will contain an encrypted attachment that will have your data in it. You can then send this email to yourself to store away for safekeeping or to import into our free mBackup utility program for your computer. We will look at how to create the email backup and how to restore from it. If you would like information on how to integrate this process in with our mBackup program you can find the guide for that here: <LINK> So we will start with how to create the backup. (Please Note: If these steps don't match what you see on your device, you might have an older version of mSecure. Please contact support.) First you will need to tap on the "i" in the main view of mSecure as shown in Figure 1.


<Figure 1>


Next scroll down in the menu and tap on the "Email Backup" option as shown in Figure 2.


<Figure 2>


This will bring up a confirmation box as shown in Figure 3.



<Figure 3>


Press the Continue and it will open up an email form for you to enter an email address into as shown in Figure 4.



<Figure 4>


Please enter in your email address. After you enter in a valid email address you can then tap on the "Send" button in the top right corner to send the email as shown in Figure 5.



<Figure 5>


This will send the email and return you back the the Preferences screen. Now if you need to restore from this email you can keep it on your device or keep it on your computer and then just email it back to your device when you need it. Either way open the Email on your device as shown in Figure 6.



<Figure 6>


Next tap on the mSecureData.mscx attachment in the email. This will bring up a prompt asking you to open it in mSecure as shown in Figure 7.



<Figure 7>


Tap on the Open in "mSecure" option and mSecure will launch. It may or may not ask you to sign in depending on your Auto-Lock settings. If it asks you to sign in it will display the regular sign in screen like in Figure 8.



<Figure 8>


Once you have logged in you will be prompted with what you want to do. To restore your data tap on the red "Restore" button at the top of the options list as shown in Figure 9.



<Figure 9>


Once you tap on this it will restore your data and once complete it will display a message letting you know that your data was restored successfully as shown in Figure 10.



<Figure 10>

User Guide Restore Data

The "Restore Data" option in the mSecure menu allows you to restore data in case of an issue with your device using a Wi-Fi connection to a computer running the free mBackup utility software if you previously had made a backup. You can get to this option by going to the "i" in the bottom corner of the app as shown in Figure 1.


<Figure 1>


Now you can find the "Restore Data" option down in the middle of the menu as shown in Figure 2.


<Figure 2>


The restore process is large enough in detail to warrant its own special guide. You can find the setup guide here:
<LINK>

If you run into any issues getting your restore working, please contact us for assistance.

User Guide Backup Data

The "Backup Data" option in the mSecure menu allows you to create a secure backup of your mSecure data in case something happened to your device. This is done by using a Wi-Fi connection to a computer running the free mBackup utility software. You can get to this option by going to the "i" in the bottom corner of the app as shown in Figure 1.


<Figure 1>


Now you can find the "Backup Data" option down in the middle of the menu as shown in Figure 2.


<Figure 2>


The backup process is large enough in detail to warrant its own special guide. You can find the setup guide here:
<LINK>

If you run into any issues getting your backup working, please contact us for assistance.

User Guide Sync Setup

The "Sync Setup" option in the mSecure menu allows you to setup either a Wi-Fi sync to a computer running mSecure Password Manager or to setup a Dropbox sync connection to sync to a Master Sync File stored on Dropbox. You can get to this option by going to the "i" in the bottom corner of the app as shown in Figure 1.


<Figure 1>


Now you can find the "Sync Setup" option down in the middle of the menu as shown in Figure 2.


<Figure 2>


Both of these processes are large enough in detail to warrant their own special guide. You can find the Wi-Fi setup guide here.

And you can find the Dropbox setup guide here.

If you run into any issues getting your sync setup, please contact us for assistance.

Reset Types List

mSecure Password Manager for iOS


User's Guide - Reset Types List To Defaults

The "Reset Types List To Defaults" option will reset mSecure's default Types back to the way they were when the app was first opened. This can undo unwanted changes to the Types. This however, can cause a loss in data if fields are removed from the Types when they have data in them. Please use caution when using this option and contact us if you are not sure about using it. You can get to this option by tapping on the "i" in the main view as shown in Figure 1.


<Figure 1>


Then tap on the "Reset Types List To Defaults" option as highlighted in red in Figure 2.


<Figure 2>


Finally confirm this by tapping on the red "Reset Types List" confirmation button as shown in Figure 3.



<Figure 3>

Edit Types List

Types in mSecure are what defines which fields show up when you create a record. For example, if you pick to create a new Web Login Type record then it will give you fields like URL and Username and Password. However, if you pick to create a Credit Card Type record then the fields you have to fill in will be fields like Credit Card No. and Expiration Date. mSecure comes with many default Types. These Types can be used as-is or they can also be changed or removed. You can also add in more Types of your own. We cover how to create a record and pick it's type here: <LINK>

What we are going to cover here is how to edit, add or remove Types. We are going to start by tapping on the "i" on the main screen of the app. The button is highlighted in red in Figure 1.


<Figure 1>


Next we are going to tap on the "Edit Types List" as shown in Figure 2.


<Figure 2>


This will now display all of the current Types in mSecure as shown in Figure 3.



<Figure 3>


We will start by editing an existing Type. Tap on the Bank Accounts Type at the top of the list and the view will slide over to show the main editing screen for a Type as shown in Figure 4.



<Figure 4>


In the edit screen there are several options here. At the top is a box to be able to edit the name of the Type. In our case we are going to leave the name be Bank Accounts. You can also change the icon, but we are also going to leave this alone. Now below the name and icon are the fields for this Type. The first one is Account number followed by PIN and so on. You can scroll down to get to the bottom of the list as shown in Figure 5.



<Figure 5>


At the bottom we have a big red "Delete" button to delete this Type. If you delete a Type all records assigned to that Type will get moved to our Unassigned type. This can cause a loss of data so make sure to delete Types with caution. Also at the bottom of the field list is the green + icon with the text "add new field" as highlighted in red. Tap on the text "add new field" and the edit field screen will slide over as in Figure 6.



<Figure 6>


Now we are going to add a new field of Routing Number to this Type so enter the name. Then we can pick the type of field it is, in our case routing numbers are mostly numbers but we want to leave the option of adding letters if needed. So pick "Alpha-Numeric Field" from the list. Now scroll down and make sure the "Sensitive" slider is ON. This slider determines whether or not the field requires you to tap to show it's contents. The next slider is "Shows in main view" and determines whether or not this field shows up in the main list when you are looking at your records. We don't need this to show up so we are going to make sure this is OFF. Once all of these are filled out it should look like Figure 7.



<Figure 7>


Now tap on the "Save" button in the top corner as shown in Figure 8 to return to the edit Types screen.



<Figure 8>


Now we have our new Routing Number field listed at the bottom of the fields list. It doesn't really belong here, it should be up near the Account Number. So we are going to move it up. To do this tap and hold on the move icon on the far right of the field. This is highlighted in red in Figure 9.



<Figure 9>


Once you have tapped and held on this move icon you can move it up the list next to Account Number as shown in Figure 10.



<Figure 10>


Now we have successfully added a new field to Bank Accounts and moved it to the right spot. We are ready to save our changes to Bank Accounts. Scroll back up to the top of this page and tap on the "Save" button as shown in Figure 11.



<Figure 11>


And finally we are done editing so we can tap on the "Preferences" button in the top left of the screen. This is highlighted in red in Figure 12. This will take us back to the Preferences screen.



<Figure 12>

Groups

Groups in mSecure allow you to organize your records by a high level category. For instance if you have a personal email address login and your work email login, you can put one in the Personal group and the other in a Business group. Then if you want to just look at your personal records, you can have mSecure just show you records for Personal. If you only have 10-20 records in mSecure you might not need to use this feature. But the more records you have the more this can help. The system has five default groups. Two of these you can rename or delete and the other three are system Groups and can't be modified or removed. Let's cover the system groups.

Unassigned: The unassigned group is where all records go when they don't have a Group. If you updated from version 2 of our software, this is where all your records will start out. This is automatic, you don't have to add them to unassigned and they will be automatically removed from Unassigned when you assign them to a Group. TIP: You can use this Group to determine which of your records haven't yet been assigned to a Group yet

Favorites: A record can't be part of more than one Group. However, you can mark any record as a Favorite as well as having it be part of a Group. This allows quick access to your most commonly used records regardless of which group they are in. So you can blend Personal and Business into Favorites while preserving your organization.

All: As the name implies, this Group will show all your records no matter what the Group is. If you want to view all your records, or you don't want to use the Groups feature, this is the one you want to select.

The other two Groups are just there as they are common ways to organize your records. You can either keep Personal and Business or you can delete/rename them and create your own. We will first cover how to USE groups and then how to MODIFY them.

In Figure 1 can you can see an example of the main view of mSecure. I have two records listed here. The first is a bank account record assigned to the Personal group. The second is a web login for a work email assigned to the Business group. Up in the top corner of the app is the Groups button highlighted in red.



<Figure 1>


Tap on this button and you will be taken to the screen where you can choose which Group to use to filter your main list. You can see an example of this list in Figure 2.



<Figure 2>


You will notice in this view that there are numbers next to the Groups to show how many records belong to each Group. To select a Group, simply tap on the Group name and it will filter the list based on that Group. In Figure 3 we have tapped on the Personal group and it has taken us back to the main view and filtered the list to just the Personal records.



<Figure 3>


You will notice up at the top that we have put a red line under the work Personal in the title. This will tell you which Group you have selected. There is one exception for this, if you select the All group then it won't say anything in the title but "mSecure". In Figure 4 we have gone back to the Groups button and then selected the Business group.



<Figure 4>


You will notice the title has changed and instead of showing our bank account record it is now showing the web login record for my work email. This is the essence of how to use Groups. Now let's look at how to modify the Groups so you can change them to make them flexible for your use. First we are going to tap on the "i" in the bottom corner as in Figure 5.



<Figure 5>


Next we are going to tap on the "Edit Groups List" in the menu as shown in Figure 6.



<Figure 6>


Next we are displayed the list of Groups. In our case we have the default Groups shown as in Figure 7.



<Figure 7>


Now we are going to go change the Business group to be called Work instead. Tap on the line Business and it will slide over to the Groups edit screen where you can edit the Group name shown in Figure 8.



<Figure 8>


Now you can change the name, so I am going to change the name to Work. You will also notice you can tap on the "Delete" button here if you wanted to remove the Group entirely. Any records assigned to a deleted Group will be automatically remove from this Group and moved to the Unassigned group. But for now I am going to keep this Group that I have named Work so I am going to press the Save button. This will return me to the Groups list and now show my change as shown in Figure 9.



<Figure 9>


Now that we have that renamed I am going to add in another Group. We start this by tapping on the + icon in the top corner which is highlighted in red in Figure 10.



<Figure 10>


This now takes us to the Groups creating screen where we simply have just a name field to use. I am going to enter the name of Family and then press the Save button as shown in Figure 11.



<Figure 11>


Now we have three groups shown in the Groups screen. We have our original Personal group and then our modified Business group that is now called Work, and finally the new Family group that I created. You can see this in Figure 12.



<Figure 12>


And finally we are done editing so we can tap on the "Preferences" button in the top left of the screen. This is highlighted in red in Figure 12. This will take us back to the Preferences screen.

Hide Sensitive Data

The Hide Sensitive option in mSecure is an option that will globally decide whether or not fields in mSecure will always show their data or not. Here is an example: You have a web logins record with a username and password. The password field by default is set to be a sensitive field. If the Hide Sensitive option is turned ON then when you first open mSecure you won't see the passwords in the main view or detail view, they will be hidden and require you to tap on them to show them. If Hide Sensitive option is turned OFF then when you first open mSecure you would see all the passwords in the main view and in the detail view without having to tap to show the data. To change this preference, open mSecure and tap on the "i" in the bottom corner of the app as shown in Figure 1


<Figure 1>


Then from the Preferences menu you can toggle this option ON or OFF as shown in Figures 2 and 3


<Figure 2>


 


<Figure 3>


 

Self-Destruct

The Self-Destruct option in mSecure, when set, will destroy the data in mSecure if too many incorrect password attempts are tried. This is a way to protect your data from someone trying to guess your password. To set this feature open mSecure and tap on the "i" in the bottom corner of the app as shown in Figure 1


<Figure 1>


Next you would tap on the "Self-Destruct" option as shown in Figure 2


<Figure 2>


You will now see the options for how many invalid password attempts are allowed before the data is destroyed. The options are either to destroy the data never or after 5, 10 or 20 incorrect passwords. You can change this setting by tapping on any of the selections and this will show a check box next to the one you have selected. Then tap on the Preferences button as shown in Figure 3 and you have successfully setup your Self-Destruct settings.

 


<Figure 3>


 

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