Contents 

Introduction
What is SecureSafe Pro?
System requirements
Quick start with SecureSafe Pro
Data objects in SecureSafe Pro
Working with a datafile
Creating a datafile when the program is started
Creating a datafile from the main window
Opening the last datafile when the program is started
Opening a datafile when the program is started
Opening a datafile from the main window
Authentication (login/logout)
Authentication (login/logout)
Username
Password
Logging in when the program is started
Logging in from the main window
Logging out from the main window
Logging out due to inactivity
Exiting the program
Working with folders
Folders in the program
Adding a folder
Deleting a folder
Moving a folder
Renaming a folder
Working with passwords
Passwords in the program
Password data fields
Adding a password
Deleting a password
Editing password properties
Changing the password icon
Adding a password into Favourites
Deleting a password from Favourites
Previewing password properties
Working with credit cards
Credit cards in the program
Credit Card data fields
Adding a credit card
Deleting a credit card
Editing credit card properties
Changing the credit card icon
Adding a credit card into Favourites
Deleting a credit card from Favourites
Previewing credit card properties
Working with files
Files in the program
File data fields
Adding a file
Deleting a password
Editing file properties
Changing the file icon
Adding a file into Favourites
Deleting a file from Favourites
Previewing file properties
Launching a file / opening a file in the associated application
Monitoring changes in files and uploading their new versions
Copying a file from the program to a physical volume
Working with the Deleted folder
The Deleted folder
Emptying the Deleted folder
Custom Fields
Custom Fields in the program
Adding a field
Removing a field
Editing a field
Field dialog box
Search in the program
The search window
Search settings
Regular expressions search
The “Favorites” list
The Favorites panel
Adding an item into Favourites
Deleting an item from Favourites
Previewing item properties
The Preview panel
Showing/Hiding the Preview panel
Importing data from a CSV file
What is a CSV file?
Why is the import feature useful?
Passwords import
Import wizard
Additional program features
Minimizing into the system tray
Restoring from the system tray
Automatically clearing the clipboard
Log out automatically if idle
Technical support and Feedback
Technical support
Feedback
License and Ordering
How to order SecureSafe Pro
License Agreement
SecureSafe Pro Upgrade Policy
Privacy Policy
Copyrights
Activation
What is Product Activation Wizard?
How to activate SecureSafe Pro
Download the latest version
SecureSafe Pro on the Web

SecureSafe Pro Online Help

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Working with passwords

Passwords in the program

A password is a single password record. In the first place, a password is used for storing a single password record. However, a record of the “password type” can be used for storing different types of information: notes, software serial numbers , various settings, etc. Thanks to custom fields, you can assign any number of fields to a password. For example, if you store the password to your mailbox, you can store your POP and SMTP server data in its custom fields. If it is an Internet account, you can store the settings of different proxy servers.

Password data fields

Besides custom fields, there are the following data fields in a password: Name (shown in the Name column of the list), Login, Password, Email, URL and Comments. You can create any number of custom fields.

Adding a password

To add a password, you should select the File | Create | New password menu item (). The Password Properties dialog box will appear (see Editing password properties). After you enter all the necessary information, click the Save and Close button on the toolbar () or select the corresponding menu item. The changes will be saved and the Password Properties dialog box will be closed. If you want to save the current password and create a new one, click the Save and Create button ().

Deleting a password

To delete a password, select the password you want to delete, then press the hotkey Del or select the Edit | Delete menu item (). The password will not be deleted from the datafile, but will be moved to the Deleted folder (see the Deleted folder). You can also drag the password to the Deleted folder with the mouse.

Editing password properties

To edit the properties of a password, double-click the password or select the password and click the Edit | Open menu item. The Password Properties dialog box will appear. You can edit all the fields. The Comments and Advanced tabs at the bottom of the dialog box are used for switching between the Comments and Custom Fields modes (see Editing custom fields).

Changing the password icon

Any data item can be associated with an individual icon. Open the Password Properties dialog box. In the upper-left corner you can see the current password icon. To change the current icon, click the Change button next to it. The icon selection dialog box will appear. Select a new icon for the password and click OK. The new icon will replace the current one. Click Save and Close to apply the changes.

Note: the icon will be changed for the current item only. Changing the icon will not influence other passwords.

Tip: assign different icons to different passwords. It will help you quickly find the necessary item in the password list.

Adding a password into Favourites

You can make it easier to access frequently used items using Favourites. To add an item to Favourites, select it and either right-click it and select Add To Favourites or select the Edit | Add To Favourites item from the main menu ().
When add an item to Favourites, it is not copied. Only a link to it is added to Favourites. The item itself remains in the folder where it was and can be easily moved to any location in the program. If you edit its properties in Favourites, the changes will influence the original item. And vice versa, if you edit its properties in the folder tree (if you rename it, for instance), the changes will influence its representation in Favourites.

Tip: do not add too many items to Favourites. If there are too many items there, it will be difficult to find those you really need.

Deleting a password from Favourites

To delete an item from Favourites, switch to the Favourites panel, select the item you want to delete, right-click it and select the Remove from This List menu item (). When you delete an item from Favourites, it is not deleted from the datafile.
If you delete such an item from the datafile, it will be automatically deleted from Favourites when you empty the Deleted folder.

Previewing password properties

Use the Preview Panel to view the properties of a password without opening its properties dialog box. It is located under the list in the right part of the main window. Select a password in the list and all its properties will be shown in the Preview Panel. You can show/hide the Preview Panel by selecting the View | Layout menu item.


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