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Hello and welcome to Moxier Wallet Screencast.
Moxier Wallet is an easy to use, customizable, and secure Password and Data manager.
Today we’ll be creating a new template.
Let’s get started.
Creating templates is a great way to customize your Moxier Wallet, you can create a template and use it over and over again.
Let’s create a template.
From the Moxier Wallet main screen, go up to the File menu, select "New", then "Type".
A “New Type” screen will appear.
Under “Type Name”, select a name for your template, let’s call it “Computers”.
Click on the big icon to pull up the Wallet Icon Library. Select an appropriate icon, then click OK.
Under “Fields”, select the new button to create a field.
The first one, let’s call it “Product Name.”
Hit enter on your keyboard, and then select “Field Type”.
We have a variety of Field Types: Text Field for texts, Phone Field for phone numbers, URL Field for websites,
Email Field for email addresses, Address Field for physical addresses, and Number Field for numbers.
A product name is a text field so we’ll select “Text Field”.
And under “Field Display” select the appropriate mask that you’d like.
You can mask it “Password Style” where the last digits are masked.
“Account Style” where the first digits are masked, or you can mask all of them.
Since we don’t need to mask the product name, just select “Normal”.
I’ve taken the liberty of filling out the template, and here it is.
If there’s anything you don’t like, simply highlight it and select the “Delete” button. Boom, it’s gone.
If you want to move anything up, highlight it, and select the up arrow.
If you want to move anything down, highlight it, and select the down arrow.
Once everything is ok, select OK.
And you’ll notice your new template over in the left in the Types window.
To use it, simply select the “New” button and make sure your new template is selected under the “Types” drop-down box.
Fill in the information and select OK.
I’ve filled out an account record using our new template.
You’ll notice that the serial number is masked, click on the unmask icon to view it, click on it again to mask it.
And you’ll notice that the email address and web address are both clickable.
The phone number and the purchase location are not clickable.
However, they are tappable in the iPhone application, let’s go have a look at that.
And here we are in our iPhone, if you have an iPhone, and you have Moxier Wallet installed on it,
you can sync your PC data to your iPhone.
So assuming we did that, you can pull up your account record on your iPhone.
And you’ll notice that the phone number is tappable, tap on the icon to automatically call the number.
The email is tappable, the website is tappable,
and tap on this icon to launch an online Google map to get you where you want to go.
And that’s it!
This concludes the Moxier Wallet “Creating a New Template” Screencast.
Download your free version of Moxier Wallet for Windows at www.moxier.com .
And download your free version of Moxier Wallet for iPhones and iPod touches at the Apple App Store.
On behalf of everyone at moxier.com, thank you.