Password Retriever Help

# Configure the default set of fields for new services

When a database is first created in Password Retriever you will notice that there are already some predefined fields setup. There are four levels of template action for service creation:

- Master Template: used only once when creating new databases. This template is used to initially define the New Category Template, Category Template, Category Template for "All", and Category Template for "Unfiled" in this new database.
- New Category Template: used to define the Category Template for new categories. Borrows its initial values from the Master Template.
- Category Template: used to define the set of fields for new services within a category. It takes its initial values from the New Category Template.
- Service Template: individually based on each service; it is the set of fields which are actually used in the end when using the service. It takes its initial values from the Category Template, but can be changed and its changed will only affect this service.

Change the default set of fields for new services and categories within new databases (Master Template):

1. Choose Preferences from the Password Retriever menu (Mac) or Edit menu (Windows).
2. Click the Default Custom Fields icon on the toolbar.
3. Click the Define Default Fields button.
4. Drag to create, edit, delete, or reorder the fields in the new window which appears.

There are a few different types of fields which you may add. A "Normal Text" field which is a single-line field for basic data like a login, serial number, or so forth. Then, a URL field. This field will be used if the Go to URL button is clicked. E-Mail Address is another option that displays the field, but in a friendly blue-underlined manner. Phone number does something similar. Large Text Field is useful incase you want to insert multiple lines of notes. Lastly, Password is the password field! This field will be used to help auto log you into sites if a URL is specified and the Go to URL button is clicked. Also, it will turn into bullets if the "View Passwords" option is toggled under the View menu.

Changes only appear in newly created databases after this change was made. Obviously, one set of fields for all new services in all categories in future databases will not be satisfactory! Once services are created, it is possible to easily add, edit, delete, or rename its fields.

Change the field set for an existing service (Service Template):

1. Open the Service you wish to change.
2. Click the Define Fields icon on the toolbar.
3. Just like the Preferences window's feature, you can modify the field set, but this time it will only affect this service./li>

However, you're probably thinking it would be a royal pain to do that for an entire category of services which need to conform to a certain set of fields! Luckily, it is possible to change the template for new services created within a category.

Change the default field set for new services within an existing category (Category Template):

1. Navigate to the category which will contain a unique set of fields for its services.
2. Choose "For New Services in this Category" from the Define Fields button on the toolbar.
3. Add, edit, delete, rename the set of fields.
4. Create a new service within that category, and notice the change.

Lastly, you may not wish all new categories to be created with the same default field set as when the database was first created.

Change the default field set used by new categories for new services (New Category Template):

1. Choose "For New Services in New Categories" from the Define Fields button on the toolbar.
2. Add, edit, delete, rename the set of fields.
3. Create a new category, and then a new service within that category to notice the change.