Help: Navigating records and other topics

In the DC Password Manager, you are able to quickly navigate through password records, copy data such as usernames and passwords, and perform other functions like launch a websites associated with password records, and alphabetically sort your records. See below for instructions on how you can do the above.


On Screen Buttons Definitions









General instructions

Note: you can use the interactive model of the main page above, to get a preliminary idea of what interacting with the real main page of the DC Password Manager is like.


To navigate password records:

1) Ensure one or more password records have been created.

2) Click on the Category button, at the top, left of the main page of the DC Password Manager, and select a category of records, you would like to display. If you would like to display all records in the database, select the first option [All Records].

3) Next, click on the Name button below the Category button, and select the name of the record you would like to display.


Copying data

To copy data from a field of a password record:

1) Navigate to the password record whose data you would like to copy (see above).

2) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

3) Click on the menu command in the main menu, that corresponds with the field whose data you want to copy to the clipboard. For example, click on the menu command Password, under the menu command Copy Field, at the top of the main menu, to copy the password for the record, whose data you want copied onto the clipboard. See here for more information.


Deleting a record

To delete a password record:

1) Navigate to the password record you would like to delete (see above).

2) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

3) Click on the menu command Delete Record.

(Note: if you don't see the menu command Delete Record, click on the menu command Add / Edit Records, to show its child menu commands - which include the Delete Record menu command.) See here for more information.


Launching a website

To launch a website that is associated with a password record:

1) Navigate to the password record, whose associated website you would like to launch (see above).

2) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

3) Click on the menu command Launch Webite. See here for more information.


Sorting password records

Password records are automatically sorted when they are downloaded from the DC Password Manager server. However, if you edit and add records, the order of your records may become disrupted. You can manually sort all your password records, to re-establish their order. To re-order your password records (alphabetically):

1) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

2) Click on the menu command Sort Records. See here for more information.


Hiding / showing your notes

The DC Password Manager takes steps to keep your note data in password records, secure and confidential. Notes in records, are by default, stored encrypted on the DC Password Manager server. Note data can also be hidden when data in a password record is displayed, so that casual observers aren't able to see them. You can toggle back between being able to see notes data, and not being able to see notes data. To turn off the displaying of notes in your password records:

1) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

2) Click on the menu command Hide Note. See here for more information.

To turn back on the displaying of notes in your password records:

1) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

2) Click on the menu command Show Note. See here for more information.


Syncing data

The DC Password Manager automatically syncs data among client sessions, and the server. When you access the DC Password Manager from a web browser on a device, you create a client session. If you access the DC Password Manager from several web pages in a browser, each web page represents a client session. You can therefore have several client sessions on a device. Whenever you change and save data in one of your client sessions, the data is automatically sent to the server, and then sent to all client sessions, with a current connection to the Internet. The above arrangement keeps your data among all your currently connected client sessions in sync. The above however happens over short periods of time - usually up to a minute.

You can also manually sync data between your current client session, and the server. When you do so, any changes you may have made to your data will be sent to the server, and if changes were made in another client session that was previously sent to the server, but you have not already received the update, the update will be sent to your client session.

To manually sync your password records and other data:

1) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

2) Click on the menu command Sync Data. See here for more information.


Refreshing data

Refreshing your data is similar to manually synchronizing your data (see immediately above). The difference between the two, is that the process of manually syncing your data, looks for data that was changed since the last time your client session conducted a data synchronization. With a manual data refresh, all your data is retrieved from the DC Password Manager server, and the data is compared with data in memory in your client session. If data is found from the server to be newer than what is in the local copy of your records, the data from the server is used to update your local records. The above addresses scenarios such as data from a client session being updated, but there were issues with the client connecting with the server (e.g. due to a bad Internet connection). After a while, the user is able to connect back to the Internet, and send the update to the DC Password Manager server. The server would have a record that was updated after the corresponding record on your client, but your regular sync operations would have missed it, because it happened outside the time window of your regular synchronization operations.

To manually refresh your password records and other data:

1) Click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

2) Click on the menu command Refresh Data. See here for more information.


The Password Generator

The DC Password Manager allows you to create passwords using a random password generator. (Note: you may only access the the random password generator in edit mode - i.e. only while creating a new record, or editing an existing record.) To access the Password Generator:

1) Enter edit mode by either creating a new record (see here), or editing an existing record (see here).

2) While in edit mode, click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

3) Click on the menu command Password Generator.

(Note: if you don't see the menu command Password Generator, click on the menu command Add / Edit Records , to show its child menu commands - which include the Password Generator menu command.) See here for more information.


Editing categories

The DC Password Manager allows you to create, rename, and delete categories. Categories allow you to manipulate your password records into groups. You can associate each of your password records with one or more categories. E.g. if you have a password record for a Wells Fargo account, you can create a Financial Services category, and a Pay Bills category, and associate your Wells Fargo password record with both categories. When you select the Financial Services category, the Wells Fargo password record will appear, along with all other password records associated with the category. Likewise, when you select the Pay Bills category, the Wells Fargo password record will appear, along with all other passwords records associated with the category.

To access the Edit Categories page, you must do so in edit mode - i.e. while creating a new record, or editing an existing record.) To access the Edit Categories page:

1) Enter edit mode by either creating a new record (see here), or editing an existing record (see here).

2) While in edit mode, click on the Drawer button, on the left of the navigation bar, at the top of the main page of the application, to show the main menu for the application.

3) Click on the menu command Edit Categories.

(Note: if you don't see the menu command Edit Categories, click on the menu command Add / Edit Records , to show its child menu commands - which include the Edit Categories menu command.) See here for more information.