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Quick Start Guide

What is Easy Password Manager?

The aim of Easy Password Manager is to make using your computer, particularly when online, a more pleasant experience.

It achieves this by:

What Now

Some of you will probably just get stuck in with Easy Password Manager as it is mostly quite straight forward to figure out. For others, the below gives brief overviews and introduction to some features of the software with links to further explanation where necessary:

  1. Security Assurance
  2. Application Overview
  3. Main Password Window
  4. Form Filler Window
  5. Dragging EPM fields to other applications

Security Assurance

All information stored in Easy Password Manager is placed into a database that is stored only on your PC in an encrypted (scrambled) format. This means without the Master Password, your information database would be useless to anyone who got there hands on it. Under no circumstances is any of your data sent from Easy Password Manager to a central database or any sort of third party. With EPM, you stay in control. For more information click here.

Application Overview

Easy Password Manager (EPM) mainly consists of two windows. The Main Password Window, and the Form Filler Window. Either of these can be set not to appear when the application starts if you mostly only use one part of the application.

Tool Tips

We have tried to make EPM as friendly as possible and we hope that most of the interface can be worked out just by playing around, but below are some pointers to help get you started. In most EPM windows, if you are unsure of what a particular button is for, you can try leaving the mouse over the button for a few moments and a "tool tip" should appear.

Main Password Window

Overview

The Main Password Window is where you enter and retrieve all your application and Internet passwords and login information. On request the window will display the login details for a particular "Service". A Service is a record in the EPM database that contains the log in details of somewhere you log into (e.g. your online bank account). Each particular Service record, has a number of fields available to store information relevant to that account/service.

Navigating Service Records

Selecting a service is made easy and can be performed in a variety of ways. The drop down selector lists all the Services alphabetically and you can use the mouse to select which service you want displayed or to log into to. Also the navigation buttons can be used or a user can directly type all or part of the Service Name into the Service Name text field box.

The Insert, Edit and Remove buttons are used to add, edit or remove services respectively. The remove and edit will always work on the currently selected record.

Auto Login

The Main Password Window also provides access to the Auto Login procedure which enable in some cases, one click login to your account. To activate this service for a particular account, use the "Login" button which will start a Auto Login Wizard which walks you through the process.

Resizing Screen

Although there are many fields available for a particular service, most of the time you wont need all of them and will find it better that EPM takes up as little screen space as possible. That is where the "Resize" button comes in which cycles through a number of predetermined screen sizes. In the Preference settings windows, the user can determine which of these screen sizes are available in the resizing cycle.

More Information

See the Main Password Window help section for far more comprehensive information on this window.

Form Filler Window

The Form Filler part of EPM is there to assist you in matters related to filling out online forms, such as personal details for online account registration and credit card details when making online purchases.

Record Types

There are two types of record that can be inserted in to the Form Filler window. They are:

  1. Personal Identity record - records information about a person and includes details such as name, address, date of birth etc.
  2. Credit Card Record - stores details of the users credit card information.

Viewing records

There are four tabs available at the top of the Form Filler Window. The first three (Name, Address and Misc.) are related to the Personal Identity record and the last one (Credit Card) contains credit card information. A personal Identity uses three tabs because there are many more fields then on a credit card record. You can select a particular tab when you want to see that infomration. Note how the current record number for the Personal ID records is independent of the Credit Card records. For example, you might select a particular credit card from the credit card tab and when you switch back the the Personal ID's tab, the record number will be the same as when it was last set.

Selecting / Navigating the Records

To select a particular record from the Form Filler there are two methods. Either the navigation buttons can be used moving forward / backwards a record or to the first / last record. And there is also the drop down Record identifier list, which allows you to select a particular record based on either Record Identifier or Credit Card Identifier for Personal ID records and Credit Card records respectively. Note that the navigation buttons change function to navigate through the Personal ID records or Credit Card records respectively.

Inserting, Editing and Deleting records

When inserting a record, like when navigating through the records, the type of record that is inserted is determined by the current tab selection of the Form Filler screen. Therefore if you are viewing any of the three personal details tabs (when the faces icon is displayed) then the insert record button will open the Insert Personal Identity screen.

The same principle works for the edit and remove buttons, therefore the currently displayed record is the one affected by the chosen action.

Auto Form Fill

The Auto Fill button is a great feature that in some cases eliminates the need for typing when filling out online web forms. For example, if you need to sign up to an online service and the service requests your personal details, after selecting the particular identity you want to use, you can press the Auto Fill button and EPM will do its best to fill the form for you.

Auto Form Fill will not be able to fill every form perfectly due to the large differences in the many web forms on the Internet. But when it does not work perfectly the field dragging feature (described below) can be employed still saving typing many fields.

See the Form Filler help section for far more comprehensive information on this window.

Dragging EPM fields to other applications

Information displayed in the fields in both the Main Password window and the Form Filler window can be dragged from EPM to compatible applications (including most browsers). To drag the contents of a field, just hold down the left mouse button on the source field within EPM, drag the mouse to the destination field in another application and then release the mouse button.

Note how the mouse pointer changes when you move it over a field of EPM to indicate that the field can be dragged. This feature is useful when you need to fill a particular field in web page for example and want to save time by not typing. Some more information on this can be found by clicking here.

 

 


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