Introducing Custom Filters

Custom Filters in mSecure let you organize and view your records exactly the way you want. Whether you're searching for logins, secure notes, or sensitive documents, Custom Filters give you fast, focused access to the information that matters most.

Below, you'll learn what Custom Filters are and how to use them on each platform.

What Are Custom Filters?

Custom Filters let you sort and display records based on specific criteria, including:

• Templates - Logins, Passports, Combinations, and more
• Tags
• Vaults

You can combine these criteria to create powerful, personalized views of your data. 

What You Can Do with Custom Filters

With Custom Filters, you can:

• Name your filters for easy identification
• Combine templates, tags, and vaults into a single custom view
• Quickly access filters from the hamburger menu (or the filter bar on mobile)
• Edit filters any time as your records change

Using Custom Filters on Mac and Windows

Create a Filter

1. Open mSecure 
2. Open the hamburger menu 
3. Click Add Filter
4. Select the tags, templates, and/or vaults you want to include.
   - Selected items will turn blue
   - Click an item again to deselect it
5. Click the save option in the top-right corner (checkmark on Mac and disk icon on Windows) to save your filter 

Edit or Delete a Filter

1. Hover over a saved filter in the menu
2. Click the settings (Mac) or pencil (Windows) icon next to the record count 
3. Choose to edit or delete the filter

Note: Filters created on one device are stored locally and don't sync to other devices. This is on purpose since on different devices you could be in different contexts where one custom filter may not be helpful.

Using Custom Filters on iOS and Android

On mobile, Custom Filters live right at the top of the main view instead of in a menu.

Create or Customize a Filter 

1. In the main view, find the six circular filter icons in the filter bar at the top of the screen

2. Long-press one of the icons to customize it

3. Choose what to change:

• Filter name
• Tags, templates, and vaults to include
• Icon from the available options

4. Tap the save icon in the top-right corner to save your changes

Default Filters

The six filter slots come pre-configured with:

• All Records (cannot be changed)
• Recently Used
• Logins
• Email Accounts
• Secure Notes
• Vaults

You can replace any of the defaults except All Records. Do be aware that filters were customizable in mSecure 6, so you may not see the exact same filters as above.

Sort Options

Tap the two-arrow icon next to a filter name to choose how records are sorted:

• None/Default
• Name
• Template
• Date
• Tags
• Recents

Resetting a Filter to Default

1. Long-tap a filter to edit its settings
2. Tap the three-dot menu
3. Select Reset Filter or Set to Default

Custom Filters give you complete control over how you view and manage your data in mSecure. Once set up, they can make finding the right record faster and easier - no matter how large your data grows. 

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