GETTING STARTED GUIDE

for iPhone, iPod touch, & iPad

Introduction

SplashID provides quick and easy access to all of your personal identification information, including usernames, passwords, credit cards, PINs, calling card numbers, frequent flyer numbers, insurance info and more. Data is stored in a secure, encrypted, password protected format and can be synchronized between SplashID on your mobile device and SplashID on the desktop (Windows, Mac OS, and web). You may prefer to do most of your data entry on the desktop, however, since it's faster and easier with a keyboard, and then synchronize the data with your mobile.

Sync Options

SplashID lets the user choose how to store and synchronize sensitive records:

SplashID Cloud Services is first and foremost seamless automatic sync across all your computers & devices via our secure cloud server: anywhere, anytime. It's the quintessential "set it and forget it" sync solution for secure data.

In addition to automatic sync, the optional SplashID Cloud Services also include a new web-based version of SplashID, in-app support, and access to a full suite of identity protection services with experts available on demand by phone.

This is the familiar Wi-Fi sync solution that has been in SplashID since version 4. Manually connect the handheld and desktop apps over your local Wi-Fi network.

This option exists for those users who don't plan on synchronizing their SplashID data. Your data will exist only in the local database on the device, and will not be automatically backed up or synchronized with any desktop or web app.

Record List

The record list is your main view for SplashID. From here you will browse, search, add, edit, and view records.

Swipe to the left and tap More to take record actions such as Web Login, Edit, View, and Delete.

Record List

Starting from the top left, here are the functions of the Record List:

  • Side menu button - Access Dashboard, Backup, Settings, and Help.
  • Add button - Add a new record, new type, or new category
  • Category and Type filters - Select a Category or Type to filter by
  • Search - Search on any field with dynamic results
  • Select - Brings up an action bar on the bottom of the screen so you can select multiple records to Share, Duplicate, Move, or Delete
  • Sort - Change view to sort by Name, Category, Type, Date, or Most Visited

Record Details

When you tap on a record in the Record List, it opens the Record Details screen. We've designed this screen to give you everything you need on one level so you don't have to drill down to make changes.

Tap a field to access tools, such as Edit, Copy, Generate (password), and Mask. You can set password generator settings in the main Settings screen. If you want to add additional fields, tap an existing field, then tap Edit, then you can enter data on the extra fields or add attachments.

Tap the Login button next to field 1 if the record is a Web Login to open the browser and autofill the username and password. You can also turn on Auto-Submit in Settings.

Make Local will designate any record in your SplashID database as Local only. This means the record stays local on the device and does not sync to the cloud server. If the record is already on the web app or on any other devices running SplashID, it will get deleted from those apps. At any point, you can set the record back to sync with the cloud. The record would then sync back to the cloud server and appear on all devices.

Duplicate will make a copy of the current record so you can edit it and save it as a new record.

Share will send the record as a secure file for SplashID users or a limited use self-destructing web page for non-SplashID users.

Delete will delete the current record.

Record Details

Editing Records

While viewing a record, tap a field and then the Edit button to make changes. This is also what you see when you tap the New Record button from the Record List. We've designed this screen to give you everything you need on one level so you don't have to drill down to make changes.

Tap the Category or Type menus to change the assigned category or type.

Tap the Icon to access the icon picker and make a new selection. This may not be necessary, however, as many logos are automatically assigned after you enter the record name. For example, type "Amazon" for the record name and the Amazon logo shows up when go to the next field or save.

Tap the field in the data data space or the field label to edit directly.

Tap the Notes field to add notes up to 4000 characters.

Tap the Add Attachment button to add a photo or document (up to 1 MB).

Edit Record

Types & Categories

Note: Only Categories and Types that contain records are displayed in the filter menus on the Record List screen. So if you create a new Category/Type, it will not show up in the filter list until you create a new record and select the new Category/Type, and save the record.

The difference between Categories and Types is best illustrated by example. You use Categories to separate your Business records from your Personal records, while you use Types to separate your Credit Card records from your Web Login records.

Categories act as filters for grouping related records. The two predefined Categories are Business and Personal, though you may add more by choosing Edit Categories from the Settings screen.

Types act as templates, which define the structure for the items you want to store in SplashID. You may define up to 9 Custom field labels and a default icon for each type, as well as specify the fields you wish to mask. For example, you may create a type for Web Logins, which includes Custom field labels for username, password and URL, with a globe icon, and the password field masked; and you may create a Type for Credit Cards which includes Custom field labels for credit card number, expiration date and PIN, with a Visa icon, and the credit card number and PIN masked.

Types

Side Menu

When you tap the side menu button at the top left of your screen, from any view, you can access the following options:

  • SplashID Safe -- This is the Record List, where you search, view, and edit your secure records.
  • Dashboard -- Access the Dashboard, where you can analyze your records and improve your security.
  • SplashID Backup -- Cloud sync users will be able to access and restore online backups on those rainy days.
  • Settings -- Access all the SplashID Settings. See the next section for details.
  • Edit Categories -- Displays the Categories which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one.
  • Edit Types -- Displays the Types which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one.
  • Get Help -- Access the SplashData Help Desk at support.splashdata.com.
  • Lock Now -- Locks and encrypts the SplashID database.

Side Menu

Settings

Below is a brief description of what each of the settings do.

Account

  • Email -- This email address needs to be valid and the same on every version of SplashID you use.
  • Change Email -- Select to edit the email address you associate wit your SplashID account.
  • Change Password -- Select to edit the password protecting SplashID. See Security for more info.
  • Account Summary & Sync Method -- View your account status and switch to a different sync solution.

Security

  • Login Lock Sound -- Turns on or off the click sound that is played at login or locking.
  • Set Timeout -- Change your auto-locking timeout period: Immediately up to 30 minutes.
  • Password Generator -- Change settings for password generator - length and included characters.
  • Enable Touch ID -- If you have Touch ID enabled on your device, turning on this option will alow you to unlock SplashID using Touch ID.
    • Please note that you must already have Touch ID enabled on your iOS device, with at least one fingerprint stored. This is set up in the System Settings > Touch ID & Passcode.
    • Touch ID login will be requested when you launch the SplashID Safe iOS app after the timeout period has been reached. The default is 1 minute, but you can adjust this in SplashID settings.
    • There are 2 options for Touch ID:
      • Store SplashID password in iOS Keychain - with this option you can use Touch ID log into SplashID anytime, even after force quit. This access is enabled by storing your SplashID password securely in the iOS Keychain. This item in iOS Keychain is not synched to other devices or backed up to iTunes or iCloud.
      • Do not store SplashID password in iOS Keychain - with this option Touch ID is enabled with SplashID, but if you force quit the app or restart your device, you will be required to log into SplashID using your SplashID password.

Web Logins

  • Display Credentials -- When web logins are autofilled, the username and password are displayed at the top of the screen.
  • Auto-fill -- Fill in username and password fields automatically in the built-in browser
  • Auto-submit -- Automatically submit the login form after auto-fill on the built-in browser

Edit

  • Edit Categories -- Displays the Categories which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one.
  • Edit Types -- Displays the Types which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one.
  • Delete Records -- Displays a list of all records, allowing you to select multiple (or all) records for deletion.
  • DeDupe -- Use this tool to search for duplicate records and then delete them.

Search

  • Dynamic Search -- With Dynamic Search ON, the Find tool will start filtering search results as you type. When OFF, you must tap Search when you are done entering the search terms.

Share

  • Share Securely -- Use this tool to send multiple records or all of them as a secure file for SplashID users or a limited use self-destructing web page for non-SplashID users.
  • Received records -- Here you will find records that other users have Shared Securely with you.

Dropbox

  • Export SplashID vID to Dropbox -- If you have the Dropbox app installed, you can export a backup of all your records to a secure vID file (protected by your master password) to your Dropbox folder under Apps/SplashID/
  • Import SplashID vID from Dropbox -- If you have the Dropbox app installed, import a backup of all your records to a secure vID file (protected by your master password) from your Dropbox folder under Apps/SplashID/

Clear Filters on Exit

  • Clear Filters on Exit -- This preference, when enabled, will reset the Category and Type filter selections when you exit the application, so when you return all items will be displayed.

About SplashID

  • About SplashID -- Displays the version info.
  • Getting Started Guide -- This guide.
  • FAQs -- Web View of the online Frequently Asked Questions.
  • Send Feedback -- This tool is intended to be used to make suggestions or feature requests. You may not get a reply to this email, so if you need technical support, please submit a ticket.

Security

Setting a Password -- You must set a password to protect your data.
  • Remember this password. You will need to use this same password to open SplashID on all platforms.
  • Your password must be at least 4 characters in length.
  • This password is case sensitive.
  • A strong password of at least 6 characters including at least one number, one upper case character, and one non-alphanumeric character is strongly recommended.
  • Once you set a password, SplashID encrypts your data using 256-bit Blowfish encryption to ensure data security.
  • You can optionally enter a hint to remind you of your password if you forget.

Setting a Pattern -- A more fun and convenient way to login is using a pattern. To set a pattern, tap the Pattern button in the Set Password dialog. Then draw your pattern using the numbered dots supplied (no overlapping or repeating). Tap Continue and confirm the pattern, then make a note of the numeric equivalent - this must match the SplashID desktop if you plan on synchronizing. In version 6 of SplashID desktop, you can use a pattern to login as well.

Entering a Password -- You will be required to enter your password each time you launch SplashID, or when you turn on your handheld if SplashID was last running when it was turned off.

Changing a Password -- To change a password, select Set Password from the Tools menu, enter your Old Password, then enter and confirm the New Password.

2-Factor Authentication -- 2-factor Authentication is a recommended option to increase the security of your SplashID account. The 2nd factor is an additional code that needs to be entered when your SplashID account is accessed from a new desktop, device or browser. One you confirm access is authorized with the additional code, you will no longer need to enter the 2nd factor code when you log in from that device or browser.

To use 2-Factor Authentication, login to your SplashID account using the web client. Under Settings > 2-factor authentication, select 'Enable 2-Factor Authentication' and click on Save. Once enabled, if you attempt to log in to your SplashID account from a new browser, desktop, tablet or phone, you will be required to enter a 6-digit code which is emailed to your SplashID account email. Once you enter the second factor code, you should never be asked for the code again on that browser or device. If you want to authorize access on a another new browser or device, you will need another second factor authorization code sent.

Sharing Records

You can share information with other SplashID users in a few different ways:

  • Share Multiple Records -- When in the List View, tap the Select button on the top toolbar, and then choose records you wish to share. Then tap the Share button on the bottom toolbar.
  • Share Single Record -- When viewing the Record Info, tap the Share button on the bottom toolbar. Then you have the option to share via AirDrop (to other iOS devices only at this time) or Share Securely (which works with both SplashID and non-SplashID users).

Synchronization

You have an important choice to make between local Wi-Fi sync and SplashID Cloud Services. Here's how they are used:

The SplashID cloud syncing service that seamlessly updates any changes to your records when you launch the application. No more fussing with Wi-Fi sync (unless you want to).

Here's the great thing about it - we don't have to explain how to use it. Just login to your various SplashID versions (iPhone, iPad, Mac, Windows, Android, Windows 8, Windows Phone, BlackBerry 10, and web app!) with the same email address, and your data synchronizes automatically. Never is it out of sync, never do you have to worry about loss of data or backing up. It just works.

This is the familiar Wi-Fi sync solution that has been in SplashID since version 4. Manually connect the handheld and desktop apps over your local Wi-Fi network.

Items may be created or edited on the Handheld or Desktop and the changes can be synchronized over your local Wi-Fi network. You can download the SplashID desktop for Mac or Windows from splashid.com.

By default information is synchronized in both directions, but you can adjust the settings, in Sync settings which can be found in the Options/Preferences dialog.

In most cases, you will wish to leave the Default setting (on the right) set to Synchronize. This means that after changing it to Desktop Overwrites Handheld and doing a sync, it will revert back to Synchronize for the next sync so you don't have to go back in and change the setting back manually.

Here are the possible sync settings and the results they will bring about:

  • Synchronize -- Changes made on the Handheld or the Desktop will be synchronized. If a record is edited on both sides between syncs, the latest edit will win.
  • Desktop overwrites handheld -- All data on the Desktop is copied to the handheld. Any data on the Handheld will be replaced.
  • Handheld overwrites Desktop -- All data on the Handheld is copied to the Desktop. Any data on the Desktop will be replaced.

In order to synchronize, you must do the following:

  1. Turn Wi-Fi on on your handheld device, then select the same network that your computer is on for your handheld to join
  2. Open the SplashID desktop
  3. Select the correct user from the User menu in the SplashID desktop to match the device name
  4. Set the passwords the same on both the desktop and handheld software
  5. Adjust the Sync settings in Options/Preferences > Sync if you wish
  6. Start the Sync on the handheld, by dragging down on the Record List with your finger, or selecting Wi-Fi sync from the Settings screen

Manual IP Address Sync

If you have trouble connecting your handheld and desktop SplashID, or if you want to want to sync remotely over the Internet, you can sync using a manual IP address.

To do this, open the Sync dialog on the handheld and tap where it says Enter an IP Address "To sync with."

Enter the IP address of the desktop computer, either on the local network or the public IP if connected directly to the Internet You can find this IP address in the SplashID Desktop under Options/Preferences > Sync.

Backup & Restore

With SplashID 8, cloud sync users have a new backup service that protects them from data loss forever. Every week, a new encrypted backup is automatically created for you. Your 5 most recent backups are available anytime to download or restore as your current database. And you can lock in any backup (or your current database) as your master backup.

Hopefully you'll never need to use it, but if you do, here's how.

Login to any SplashID 8 client app - iOS, Android, Mac, or Windows - and select the SplashID Backup tab on the side menu.

To restore a backup, select the backup you would like to restore, based on the date and number of records it contains, then click Restore.

You can also make your current database the "master" backup by clicking the check mark in the first control. The master never gets overwritten by newer backups, giving you a reliable restore point once you set it. If you want to release the master backup, click the Unlock button. Or you can just replace the current master backup with your current database at any time using the first control again.

Backup

In case you don't use cloud services, or just want alternatives, here are some other options:

  1. Use the Export SplashID vID to Dropbox feature found in the Settings screen.
  2. Email yourself a backup VID file of your iOS records. This is done using the Sharing Records feature.
  3. Use the SplashID desktop app for Mac OS or Windows. There is an auto-backup feature in these apps that stores up to 5 incremental backups locally on your computer.
  4. Connect your device to your computer and back it up via iTunes.
  5. Enable iCloud backup on your device, and make sure SplashID is included in the list of app databases to be backed up.

Dashboard

It seems like every day you hear about a new hacking incident or data breach, and you know you should be combing through your SplashID records, changing your old or weak passwords, and of course making sure you're not using the same passwords on multiple sites. That's what you should be doing, but the task is too often put off since it can be time-consuming and overwhelming.

That's where our new dashboard comes in, constantly analyzing your SplashID records to identify old, weak, and reused passwords and enabling you to fix them with just a few clicks!

The graph shows you the overall growth of your SplashID database over time, and under that you will find a table indicating the total number of categories, types, and records in your database.

Below that you will find an analysis of how many of your passwords are Repeated, Weak, or Old. The progress indicator to the left shows how much of your database contains these weaknesses (in red). Tap the View and Fix button to access a list of the records that contain these weaknesses. The idea is that you take on one of these weak records, generate a stronger password in SplashID while login into the website and updating your password with the service.

At the bottom of the Dashboard screen is a handy shortcut to the SplashID Backup feature.

Dashboard

Getting Support

SplashData offers technical support and other resources online. SplashID support is customized to meet your needs. Please visit:

http://support.splashdata.com

You can view knowledge base articles, ask public questions, and contact customer support to get the answers you need.