Opening Locks vs. Unlocking
Navigation and Tool Bars
Options for Multiple Selected Documents
Document Options
Document Pickers
SMX Attachments

Main Screen ->
Overview   top
This is the central repository for your documents. Documents are sorted by modification date (usually the date the document was added), most recent first. You can search by description or keywords and you can apply filters to the list. Documents can be locked and unlocked, viewed, exported and combined into vaults and packages. Images, some text documents and records are editable.

Whenever access to a document's data is required, an access sequence is presented. Once a lock is opened, it is added to a cache of opened locks and no further authentication is needed until you log out or explicitly close all opened locks.

Opening Locks vs. Unlocking   top
Opening a lock is not the same as unlocking a document. When you open a lock its keys are cached so any documents using the lock are accessible until you log out or close the locks. When you unlock a document its lock is opened, but also its data is decrypted and stored. The data is no longer secure! Unlocking is performed when you export original (raw) data.

Navigation and Tool Bars   top
: return to the previous screen.

: search your documents. See below (Search).

: document options - vault and container settings. See below (Options).

0/0: select and deselect documents.

: delete selected documents.

: view selected documents. You will be asked to authenticate as necessary. Vaults must be viewed individually since they may require additional authentication.

: options for selected documents. See below (Options for Multiple Selected Documents).

or : tap to check known servers for uploaded vaults. If any are (newly) available you will hear a sound. All available vaults will be downloaded to the Shared folder and then imported. A vault will be deleted from the server as soon as it is successfully downloaded. See Secure Data Exchange (SDX): Using a Server to Exchange Data for more.

: calls up the list of data sources which lets you create or import various kinds of documents. See Data Sources.

Search   top
Tap to show the search bar. Enter text. Separate different search terms by a slash (/). The slash is used so you can search for phrases containing a space.

The search is performed on the metadata of the documents including description and keywords which you can explicitly attach to a document. Vaults, packages and containers retain the metadata of their contents and will be listed if any document inside matches. Each search term is looked for in each document's metadata and all matches are returned. The search is case insensitive; partial matches are returned as well. You can add - in front of a search term to exclude documents matching it from the results.

For example, let's say you have some images and have entered keywords as follows:
(1) 'Breaking Bad Walt', (2) 'Breaking Bad Skyler' (3) 'Kyle's Acne Breaking Out'. A search for 'Breaking' will return all three documents. A search for 'Breaking/-Out' will return (1) and (2). A search for 'ky' will return (2) and (3).

Tap Search on the keyboard to start the search. All metadata of your documents will be collected before the search is performed. If you have many documents this may take a while; subsequent searches will be faster. Documents matching the search criteria are displayed. Hide the search bar to return to the list of all documents.

Filter   top
You can filter your documents by data type, record type and lock status.

The first row of icons applies to the generic data type (roughly similar to file extensions). From left to right your options are:
• All: tap to switch all data types on. If any are on, then a tap switches them all off. 'None' is treated as 'All', that is, if no data type is selected all are displayed.
• Vaults and Packages,
• Containers,
• Images (excluding containers),
• Text Documents,
• Audio documents,
• Video Documents,
• All other documents.

The second row of icons applies to records only. From left to right your options are:
• All: tap to switch all record types on. If any are on, then a tap switches them all off. 'None' is treated as 'All', that is, if no record type is selected, all are displayed.
• Websites,
• Phone Numbers,
• FaceTime IDs,
• E-mail Addresses,
• Notes,
• Documents,
• Communications (dropped to the next row on the right).

The third row of icons applies to lock status:
• Unlocked,
• Locked but Accessible,
• Locked and Inaccessible.

The Filter can be collapsed () to save some screen space or expanded () for use.

Options for Multiple Selected Documents   top
in the tool bar calls up options to apply to multiple selected documents at once. The options vary depending on the type and status of the documents. If an option cannot be applied to the whole selection, then the number of documents it does apply to is shown in parentheses. If an option does not apply to any document, then it is omitted from the list.

Make a Package: you can combine the selected documents into a package. Packages are similar to archives, but no compression takes place. Documents retain their lock status in packages. See Data Formats: Packages.

Make a Vault: you can combine the selected documents into a vault. Vaults can contain two sets of documents and require authentication for each access. See Data Formats: Vaults.

Duplicate: duplicate the selected documents.

Export Locked: export the documents to the Shared folder with their locks in place. Only you will be able to access the data, so these need to be imported into one of your own identities.

Export Unlocked: export the documents unlocked to the Shared folder. These documents can be imported by any identity.

Export Raw Data: this applies only to currently accessible documents (, or in the lock column). Accessible means the documents are unlocked or their locks have been opened and cached. The original (raw) data is copied to the Shared folder. The files can be viewed by other apps and can be exported to other devices. The metadata is lost. The files are now insecure!

Lock with Selected Lock >: change the data lock of the selected documents. Note that editing a document will relock it with the current default data lock.

Open Locks: open the data locks of the selected documents. You will be asked to authenticate multiple times if necessary.

Content   top
Information related to each document is shown in four columns. A tap in the mark columns selects or deselects the document. A tap in any other column calls up the document options (Document Options).

Mark Column
Tap on the selection icon to toggle the status of a document between selected and unselected. If the item is the current identity or is a lock assigned to the current identity then it displays a mark:. (If the status is marked and selected then the icon turns into .)

The number of selected items is displayed in the tool bar. A tap there will select or deselect all items (User Interface: Item Selection).

The image picker and text set editor display in the first column instead of the selection icons. Tap to edit the image or the text entry.

Icon Column
The icon column shows a thumbnail representing the type of document.

Lock Column
The lock column shows the lock status of a document.

Description Column
The description column shows descriptive information about the document. By default this is the creation date. You can enter a description instead. Additional information depends on the data type. This may be data size, image dimensions, sound or video duration or song artist and title.

Document Options   top
A tap on a document calls up a (longish) list of options depending on the type and status of the document. The list is scrollable if there are more options than can be displayed at once. The options include:

Open: opening a vault or package displays the contained document(s). You can select the ones you want to copy to the document list. See Opening Packages and Vaults.
Opening a container extracts the contained document and adds it to the document list.
Opening a record performs its action: call a number, go to a website etc.
The wording of the option is adjusted to the content of the document.

View: display the document in the iOS document viewer. From there it can be sent, printed or exported to other apps.

Edit: you can edit images, some text documents and records. Note that editing a document will relock it with the current default data lock. If you want the document to have a specific lock then you have to (re)assign that lock after every edit. (See 'Lock with Selected Lock >' below.)

Add to Camera Roll: images can be added to your photo library.

Duplicate: duplicate the document.

Import: this option is for items in the public folders. Files are generally converted to documents, encrypted and added to your main list of documents. Some documents are handled differently according to their type; e.g. identities, locks, item sets and communications.

Copy to Documents: SMX attachments can't be duplicated - instead, you can copy them to the document list.

View Info: display the metadata of a document. The metadata is protected by the log in lock, so it is always available after log in.

Edit Description: by default the description of a document is its modification date. You can enter a more helpful description. The entered description is searchable.

Edit Keywords: to simplify finding documents you can enter keywords. They are simply a list of words you can use in searches.

Open Lock: asks for authentication to open the document's lock and caches its key. All documents protected by the same lock are now accessible.

Open Data Lock: asks for authentication to open the default data lock and caches its key. All documents protected by the default data lock are now accessible.

Close Opened Locks: empty the cache of opened locks. You will have to authenticate again to access any document data.

Lock with Selected Lock >: change the data lock of the document. Note that editing a document will relock it with the current default data lock.

Put into Container: if the document is not too large, it can be hidden inside a container image. The lock status is unchanged. See Data Formats: Containers.

Delete: delete the document.

Export Locked, Unlocked, Raw: depending on the current lock status of a document you can export it locked, unlocked or as raw data to the Shared folder.

Document Pickers   top
Document pickers are subsets of the document list tailored to special situations. If images are called for, only image documents are shown. Similarly, if text documents are required, only text documents are shown.

SMX Attachments   top
This list can be called up from the SDX screen (see Secure Data Exchange (SDX)) and also from an SMX screen (see Secure Communications (SMX)). It displays the sent and received attachments from all communications. You can package, duplicate and make vaults from them. Note that the resulting documents are put into the regular document list.

If you delete any of these documents then they will not be accessible from their respective communications anymore!

Options   top
Tap to display the vault and container settings.

Size of Added Junk Data: you can specify an amount of junk data to be added to a vault. This will make it difficult for an attacker to glean any information about the content of the vault based on its file size. Since a vault contains two compartments this also conceals any size differences in the contents of the compartments.

Container Mode: you can select the kind of container to be used to hide your data. Default will use the image specified in the current identity. Text will take the document's description and convert it to an image. This image will be used as the container. The image will be a blue square if no description is given. Custom will prompt you to pick a container image from your photo library every time you want to create a container.

Container Quality: the higher the quality of the resulting image, the less data can be hidden in each byte, therefore it must be bigger. For e-mails and text messages this can make the difference between being able to send or not.

Previous: Data Sources  Next: Opening Packages and Vaults
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Wednesday, March 12, 2014