Understanding Templates
Templates are a convenient, organized way to keep your information categorized in mSecure. Easily access your record types based on the template they are made in.
TABLE OF CONTENTS
- Preset Templates in mSecure
- How to add a new record in mSecure
- Creating your own custom template in mSecure
Preset Templates in mSecure
Login
Credit Card
Secure Note
Bank Account
Calling Card
Combination
Driver's License
Email Account
Frequent Flyer
Identity
Insurance Info
Membership
Outdoor License
Passport
Prescription
Registration Code
Rewards Program
Router Settings
Social Security
Software License
Vehicle Info
Voice Mail
How to add a new record in mSecure
You can add a new record in mSecure in the following ways:
On iOS and Android
1) Open mSecure
2) Tap the blue plus (+) button in the bottom right corner
3) Choose a template from the pop-up menu
4) Enter your record information
5) Tap the check mark icon to save it to your database
On a Mac
1) Open mSecure
2) Click the blue plus (+) button at the bottom of your mSecure window
3) Choose a template from the flyout list of templates
4) Enter your record information
5) Click the check mark icon to save it to your database
On a PC
1) Open mSecure
2) Click the “+ Add Item” row at the top of the left column
3) Choose a template from the pop-up menu
4) Enter your record information
5) Click the check mark icon to save it to your database
Creating your own custom template in mSecure
Do you have information that you wish to store in mSecure that does not fit into one of the standard templates provided in mSecure? No problem! You can create your own template in mSecure as long as you have (or are a part of) an mSecure subscription.
On iOS
1) Open mSecure
2) Tap the menu icon in the top left corner (3 stacked lines) to open mSecure’s Menu
3) Tap Settings
4) Tap "Edit Templates"
5) Tap the (+) plus icon in the upper right corner
6) Name your template
7) Add the necessary fields for your information
8) Tap "Save" in the upper right corner to save your custom template
To use this template for a record, go to the "All Records" section of mSecure (tap the leftmost icon in the Filter Bar at the top of the records list to show “All Records"), then tap the (+) plus icon to add a new record. Select the template you just created to add a new record using your created template. You can learn more about the iOS Filter bar here.
On Android
1) Open mSecure
2) Tap the menu icon in the top left corner (3 stacked lines) to open mSecure’s Menu
3) Tap Settings
4) Tap "Edit Templates"
5) Tap the (+) plus icon in the bottom right corner
6) Name your template
7) Add the necessary fields for your information by tapping the (+) icon
8) Tap the check mark icon in the upper right corner to save your custom template
To use this template for a record, go to the "All Records" section of mSecure (tap the leftmost icon in the Filter Bar at the top of the records list to show “All Records“), then tap the (+) plus icon to add a new record. Select the template you just created to add a new record using your created template.
On Mac
1) Open mSecure on your Mac
2) In the menu bar at the top of your screen, click "mSecure"
3) Click " Preferences"
4) Navigate to "Templates"
5) Click "Add"
6) In the "Template Name" field, name your custom template
7) Add appropriate fields for your information by clicking "Add Field"
8) Click "OK" to save your custom template
To use this template for a record, go to the "All Records" section of mSecure (click "All Records" at the top of the left menu column to show “All Records“), then click the (+) plus icon to add a new record. Select the template you just created to add a new record using your created template.
On PC
1) Open mSecure on your Windows PC
2) Click the Settings (gear) icon in the lower part of the mSecure window
3) Click "Templates" in the left-side menu
4) Click the (+) button in the top right
5) Name your template
6) Add appropriate fields for your information by clicking the (+) icon
7) Click green check mark icon in the top right to save your custom template
To use this template for a record, go to the "All Records" section of mSecure (click "All Records" at the top of the left menu column to show “All Records“), then click the (+) plus icon to add a new record. Select the template you just created to add a new record using your created template.
Editing Existing Templates
If needed, you can edit any of your Templates in the future. Simply select a Template, then tap/click the edit button and make the changes needed. then save the template. Use the directions above per your device to find the existing templates in your mSecure Settings.
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