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Code Vault User Guide

1. Welcome to Code Vault

Welcome to Code Vault, the perfect companion for securely and conveniently managing all of your important information in one place! Password protection and data encryption keep your sensitive information safe and secure!

Store passwords, charge card information, travel info, insurance policies, online shopping accounts and so much more! It???s the one place for everything important in your life!

2. Creating a New Database

When you launch Code Vault for the first time, you need to create a database for your data and set the password.

To create a new database go to the File>New database on the menu or press the New database button.

Enter a name for a file where your database will be stored. Once you have entered the name, you will be prompted for a new password for your database. Remember it. You will need this to access any information that is stored in the database.

Code Vault User Guide

Then Code Vault will create the new database. The following default categories will be added to the database:

???Bank Accounts

???Calling Cards

???Credit Cards

???Internet Service Providers

???Online Shopping Accounts

???Passwords

???Software Keys

3. Opening a Database

Next time you launch Code Vault you will be prompted for the password and the last accessed database will be opened.

Code Vault User Guide

You can also open a database file by selecting the File>Open database on the menu.

Or through the File>Recent databases???

4. Database, Categories, Types and Records

A Database is a file that contains your secret information. It???s encrypted and protected with a password. You can copy, move, rename and delete it as a common file in File Manager. You can copy it on your PC to have a backup copy of your data:

A Category is a collection of Records of the same Type. There can be several categories in one database. Categories are like folders, where you store some documents (Records):

Code Vault User Guide

A Type of a Category defines what kind of information you store in this Category. It defines what Fields will have the Records in this Category. For example, the Bank Account type has the following Fields:

And the Password type has the different Fields:

There are several built-in types (forms), which come with Code Vault. They are Bank Account, Calling Card, Contact, Credit Card, Insurance Policy, Note, Password, Security System, Software Key, ???

A Record is a collection of data arranged in one or more Fields. Each record describes some unique ???real word??? entity such as bank account, password or software license.

5. Adding a New Category

To add a new category to your database, go to the Edit>New category on the menu. In the appeared dialog enter a name for the new category and choose the type of information you want to store in this category.

Code Vault User Guide

6. Adding a New Record

Highlight the category that you want to create a new record in and select the Edit>New record on the menu. Then the editor for the new record will be opened:

You can choose a custom icon for the record by pressing the Icon button. Then select the desired icon and press the Enter key:

Then press the Create button to add a new record to the database.

Code Vault User Guide

7. Opening an Record

Highlight the record that you want to open and press the Enter key. Then the record will be opened. There you can view and edit the record data.

8. Finding

To find a record in a database that contains some text, go to the Edit>Find on the menu or use the Ctrl+F hotkey. In the appeared Find dialog enter the text you want to search for and press the OK button.

Then the cursor (selection) will move to the next record that contains the desired text.

To find the next record that contains this text, select the Find>Find next on the menu or use the Ctrl+J hotkey.

Code Vault User Guide

9. Editing Category Fields

To edit (change) category fields, select the desired category and go to the Edit>More>Edit category fields on the menu. In the appeared dialog you can rename or remove any field of the category.

These changes will affect all the records in the category, but the type used for creating this category won???t be changed.

10. Adding a New Type

To create a new type go to the Types>New type on the menu. Enter a name for the new type:

In the next dialog enter the names of the fields of the new type and press OK.

By pressing the Icon button you can choose the default icon for the type.

11. Editing Types

To edit an existing type go to the Types>Manage types on the menu. Select the desired type in the list.

Code Vault User Guide

Then press the Edit type button. In the appeared dialog you can edit the fields of the type.

Note: Editing types affects only the newly created categories. The existing categories and records will not change.

12. Importing/Exporting Types

To export your types go to the Types>Export types. Then select a folder to export the types to. To import the types go to the Types>Import types. Then select a folder to import the types from.

13. Exporting a Database

To export a database go to the File>More>Export database as on the menu and select the export format (CSV, TXT or HTML).

Then select the file name and location for the exported file and press OK.

Code Vault User Guide

The database will be exported to the file (e.g. HTML file). Then you can copy this exported file on your PC, open with Internet Explorer and print if you need a hard copy of you information.

14. Preferences

You can customize Code Vault behaviour by selecting the Tools>Preferences. In the appeared dialog you can set:

???If you want to open last accessed database every time when you start Code Vault;

???If you want Code Vault to lock an open database after some timeout;

???If you want to add the default categories to all new databases;

???If you want Code Vault to show you the tips at startup.

15. Compacting a Database

When you delete records and categories from a database, the space occupied by this data is not automatically freed. You need to do it manually from time to time by selecting the File>More>Compact database on the menu.