InfoSafe Plus 5.0.5

InfoSafe Plus™ is your complete secure information management software for Palm OS® handheld PDAs, and it includes PC companion software.! Keep track and organize usernames, passwords, website logins, ID numbers, serial numbers, software codes, insurance info, bank accounts, credit cards, PINs, calling cards and much more. Includes password protection, data encryption, random password generator, special security options, customizable categories and fields, and MUCH MORE!

InfoSafe™ has a simple and straightforward interface, and offers numerous useful features, including:

* PC Companion Software - Included for easy access to InfoSafe™ data on your desktop, including import, export, printing, and more!
* Password Generator - generate random passwords quicky, choose length and characters included, paste into other applications. * NEW *
* Comprehensive Field List - Twelve customizable fields allow for detailed information for each record.
* Customizable Master Lists - Define your own list of categories and custom field labels for easy dropdown access.
* Extra security options - Specify a password entry delay after so many failed attempts, specify to destroy data after so many failed attempts.
* Import - Export Records - Import and export records from tab and comma delimited (CSV) files for convenient conversion from other applications.
* Password Protection - optional password protection prevents other people from viewing your data.
* Security - Your password is not stored on the handheld or PC, and all Info Safe data is encrypted, even during hotsync, for solid security.
* Much More - Download the free trial to see all of the features!



Easy to use, fast interface allows records to be quickly located.



Twelve fields to store complete details, customize the category temp



Secure password protection, with a quick-entry password screen.



Quickly generate random passwords for use in InfoSafe or paste into other apps. * NEW *



Special security options to enable a password delay and data destruction if someone tries to break in.

Includes PC companion software for easy data entry. Also, from the PC software, you can print, import, export, and more.



Download our free trial version today!
See for yourself how easy it is to use, and try out all of the features. Then, after purchasing, we will send a registration code to enable the trial version to be fully functional. You will not have to install again after purchasing. It is that easy!

Page 1 - Copyright 2001-2008 WakefieldSoft, LLC.
InfoSafe™ Quick Start Documentation
Introduction:
InfoSafe™ allows easy information management of usernames, passwords, account numbers, private
information, PINs, and ANY other information collection from any Palm OS handheld or phone and
Windows PC. This document provides information on the handheld software, as the PC software has
its own complete help file system. You may want to print this document for easier reference.
Installation:
To install the software, download the setup file (usually InfoSafePalm_Setup.exe) to your PC. Then,
double click the .exe setup file to start the PC installer. The installer will install the PC software first.
When the software is first run after installing, the handheld software will be installed.
Registration:
The software is initially installed as a trial version. After purchasing, a 5-digit registration code is
provided. This 5-digit code is entered in the blank area on the startup screen on the handheld or on
the PC software from the Help / Register menu. Once the registration code is entered on either the
handheld or PC, the registration code will be transferred to the other version when synced. The
registration code unlocks the full version features. No additional installation is required.
Getting Started:
The following screens and descriptions explain many of the features in InfoSafe™. The software was
designed to be easy and intuitive, so it will be easy to get started. This documentation will help explain
some of the advanced features.
To start the software on the handheld, tap the InfoSafe™ icon. On Palm OS handhelds, this icon may
be in the Unfiled category. From the Home (icon) screen on your handheld, tap the drop down list in
the upper right corner, then select Unfiled to list any uncategorized icons. A category can be assigned
to the icon to make it easier to find. Consult your handheld manual for how to categorize icons.
Main List Screen:
Upon startup, the list of records is displayed. From this
screen, the user may scroll through the list with the
onscreen scrollbar or the hardware scroll buttons. Tap a
letter in the Quick Nav Bar to go to the first record starting
with that letter. Also, the Quick Find Area can be used to
jump to a certain record by entering the first few letters in
the record title. Simply tap any record in the list to view the
record’s details.
The buttons at the bottom of this screen will create a new
blank record or display the preferences screen to set
preferences and allow the password to be set or changed.
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Record Viewer Screen:
The viewer screen displays the detailed view of any record
in one convenient text box.
The buttons at the bottom of the screen will go Back to the
main record list or Edit the current record – which also
allows it to be deleted.
Record Edit Screens:
The edit screens display the editing view of any record.
Simply enter the text for each field. You can easily move to
the next field while entering data using the Enter key or
graffiti stroke (/).
The category for the record is displayed in the upper right
corner of the screen, and this can be changed by tapping
the down arrow next to the category name. When a new
category is selected, the field names will be changed to the
default field names for the selected category. The list of
categories can be edited and customized.
Any field name on an individual record can be changed by
tapping the down arrow to the left of any field name. The list
of fields can be edited and customized. This allows
individual records to be setup precisely for a particular item.
The Expanded Input buttons to the right of each text field
can be used to display multiple lines for easier viewing and
editing of the corresponding text.
To move to the second screen of edit fields, tap the right
arrow next to the More Fields> label.
Finally, the buttons at the bottom of the screen will save the
record, duplicate the record, delete the record, or display
the generate password screen.
Page 3 - Copyright 2001-2008 WakefieldSoft, LLC.
Editing Categories:
The master list of categories can be editing to include the
category names preferred by each user.
To edit the categories list, choose the Edit List> item in the
drop down list of categories, or choose the Edit Categories
List from the Edit menu.
The first screen displayed will list all categories. Icon
buttons on this screen will add a new category, delete the
selected category, or edit the selected category.
If adding a new category or editing a category, the Edit
Category screen will be displayed. From this screen, the
category name can be entered or edited. In addition, the
preferred field names can be chosen for that category. This
allows the user to setup the field names exactly as they
would like them for the categories. However, the field
names can be changed for individual records on the Details
screen for a record. This allows for even greater flexibility.
Editing Field Names:
The master list of fields can be editing to include the field
names preferred by each user.
To edit the field names list, choose the Edit List> item in
the drop down list of field names, or choose the Edit Fields
List from the Edit menu.
Icon buttons on this screen will delete the selected
category, or edit the selected category.
To enter a new field name, enter the field name in the text
area, and then tap Add.
To edit an existing field name, highlight the field name to
edit, tap the edit icon, change the field name text to what is
desired, then tap the Update button (Add will change to
Update when editing).
Page 4 - Copyright 2001-2008 WakefieldSoft, LLC.
Setting or Changing the Password:
For maximum security, a password is recommended. To
set or change the password, tap the Password button on
the main list screen.
Enter the old password if one exists, then enter the new
password and retyped password. The ‘abc’ button will bring
up the on screen keyboard for easier text entry. The left
arrow button will backspace one character.
Since the password is used to encrypt each record, and the
actual password is not stored on the handheld, your
password cannot be recovered if lost or forgotten. Also,
when changing the password, each record must be
decrypted with the old password, and re-encrypted with the
new password. For this reason, it may take a minute or two
to process this when changing the password. We
recommend that a password be setup before many records
have been entered.
Password Generator:
InfoSafe also includes a random password generator to
generate random passwords of a user-specified length.
The type of characters included in the randomly generated
password can also be selected.
After the password is generated, it will be pasted into the
focused field if a record was being edited. Also, the
generated password will be placed on the clipboard for easy
pasting to another field or in another application.
To generate a random password, select the options and tap
the Generate Password button.
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Preferences:
The Preferences screen allows security options and other
preferences to be selected.
A delay can be forced after so many failed password
attempts. Also, an option is available to destroy all data
after a specified number of failed attempts (use this
carefully).
Other options allow the database backup on hotsync (Palm
OS only) and other options to be turned on or off.
Menu Options:
A menu system is available to perform additional functions on the handheld.
File Menu:
Export Record to Memo– while viewing any record, select this option to
export the record as text to a new memo. Note that the memo will not
be encrypted.
Export All Date (CSV) – select this option to export all records as text to a
new memo. Fields will be separated by commas. Note that the memo
will not be encrypted.
Beam Record – while viewing any record, select this option to beam the
current record to another InfoSafe™ user. When the receiving user
starts InfoSafe™ on their handheld, the new record will be imported
with no additional work. Note that each record must be imported by
the receiving user before receiving another record.
Edit Menu:
Edit Categories List – selecting this option will display the screen to allow
the user to edit the master list of categories.
Edit Fields List – selecting this option will display the screen to allow the
user to edit the master list of field names.
Password Generator – displays the random password generator screen.
Cut/Copy/ Paste – standard functions.
On-Screen Keyboard – displays the on-screen keyboard.
Help Menu:
Help – selecting this option will display the help file available on the
handheld.
About – selecting this option will display the About screen, including the
version number.
Page 6 - Copyright 2001-2008 WakefieldSoft, LLC.
InfoSafe Desktop:
The Plus version includes PC desktop software to manage information from the PC. The PC software
includes all of the features on the handheld software, plus other features specific to the desktop
software. Features available only on the desktop software include printing selected records, printing
all records, importing records from delimited text files (CSV, etc.), exporting records to a CSV file, and
more. Consult the help file on the PC desktop software for further information on the desktop features.
Conclusion:
If you are just evaluating or have already purchased InfoSafe™ – Thanks!
If you have questions about the software, or cannot find an answer to a problem at our site, please
email our support staff. We will work hard to resolve your issue and answer your questions.

InfoSafeWM_Setup.zip [9.08 Mb] (Count: 0)