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Moxier Wallet for Windows Emtrace Technologies, Inc. MWAW210040002 User’s Guide

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Page 1: Moxier Wallet for Windows Users Guide

Moxier Wallet for Windows

Emtrace Technologies, Inc.

MWAW210040002

User’s Guide

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Table of Contents

1. Overview – What’s new in Moxier Wallet ......................................................................................... 4

2. System Requirements ......................................................................................................................... 4

3. Getting Started .................................................................................................................................... 5

Registering with Moxier Wallet ............................................................................................................ 5

4. Installation ......................................................................................................................................... 5

Installing Moxier Wallet for Windows .................................................................................................. 5

Setting Up a Master Password ............................................................................................................. 9

5. Starting Moxier Wallet from your Windows PC ............................................................................. 10

Configuring the Startup Features of Moxier Wallet ........................................................................... 12

6. Using Moxier Wallet From Your Windows PC .............................................................................. 15

Moxier Wallet Main Navigation Screen ............................................................................................. 16

Navigating the Main Screen ............................................................................................................... 16

Main Menu Options ............................................................................................................................ 21

Adding a New Type ............................................................................................................................. 22

Adding a New Record ......................................................................................................................... 25

Accessing the Password Assistant ...................................................................................................... 30

Locking the Program .......................................................................................................................... 31

Searching Your Data .......................................................................................................................... 31

Importing Data ................................................................................................................................... 31

Exporting Data ................................................................................................................................... 32

Closing the Program .......................................................................................................................... 32

Duplicating a Type or Record ............................................................................................................ 33

Editing a Type or Record .................................................................................................................... 33

Deleting a Type or Record .................................................................................................................. 36

Registering, Signing In, and Signing Off ............................................................................................ 37

Syncing Options .................................................................................................................................. 39

Erasing All Your Data ........................................................................................................................ 41

Preferences ......................................................................................................................................... 43

Accessing Moxier Wallet Help ............................................................................................................ 48

7. Uninstalling Moxier Wallet ............................................................................................................. 51

8. Going Premium ................................................................................................................................. 53

Additional Advantages of Going Premium ......................................................................................... 53

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Moxier Wallet for Windows

Moxier Wallet by Emtrace Technologies, Inc.

Copyright © 2010 Emtrace Technologies, Inc. All rights reserved.

Reproduction, transfer, distribution or storage of part or all of the contents in this document in any form without the prior written permission of Emtrace Technologies, Inc. is prohibited.

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1. OVERVIEW – WHAT’S NEW IN MOXIER WALLET Moxier Wallet allows you to safely & conveniently store, organize, and retrieve your personal in-formation. Our latest version of Moxier Wallet offers multi-platform data synchronization for secure data access from your iPhone, iPod Touch, and Windows PC.

Key features include:

• Easily manage your sensitive data such as credit card & bank account info, passwords, passport numbers, prescriptions, personal notes, and more.

• Automatically synchronize encrypted data to our servers or synchronize data between your Windows PC to a Mac Computer, iPhone, and iPod Touch.

• View, navigate, organize or enter new data on our easy-to-use Graphical User Interface (GUI). • Secure your data with our advanced data protection features including U.S. Government stan-

dard encryption (AES-256), Cipher-Block Chaining (CBC) with cryptographically safe random Initialization Vectoring (IV), data masking, online backup, and local client only encryption and decryption.

• Multi-device, multi-platform automatic (record-to-record) data synchronization via SSL (Se-cure Sockets Layer) for safe and reliable Internet-based data transfer.

• Password generator, built-in templates, search options, record tagging, quick view screens, fast copy icons, as well as self destruct and system lock features for added safety and convenience.

2. SYSTEM REQUIREMENTS

Microsoft Windows XP SP2 or higher.

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3. GETTING STARTED Registering with Moxier Wallet

In order to use all the great features of Moxier Wallet including syncing up your Windows PC, Mac Computer, iPhone, and iPod Touch, you’ll first need to register at www.moxier.com/account/signup/. Fill in the requested information on the registration screen, then click Sign up.

4. INSTALLATION Installing Moxier Wallet for Windows

Follow the instructions below to download and install Moxier Wallet for Windows.

Downloading and installing from www.moxier.com

1. Go to http://www.moxier.com/wallet/ and click Download. 2. From the Moxier Wallet Setup Wizard screen, click Next>.

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3. From the License Agreement screen, read the agreement and click I Agree.

4. From the Choose Components screen, select the Desktop Icon box if you’d like to install a

Moxier Wallet shortcut onto your desktop. Click Next to continue.

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5. From the Choose Install Location screen, follow the instructions to save the program on your

computer and then click Next.

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6. An Installing screen will appear. Wait for the software to completely install.

7. A Completing the Moxier Wallet Setup Wizard setup completion screen will appear once

the software is installed. Make sure the Start Moxier Wallet now box is checked and then click Finish. Moxier Wallet will automatically launch.

8. You may be prompted to register, follow the instructions and then click Create My Account.

To register online, go to http://www.moxier.com/account/signup/. To sync your data with our

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servers or to sync data between devices, you’ll need to register. If you already have a Moxier account, click Skip.

Setting Up a Master Password Moxier Wallet uses powerful U. S. Government standard cryptographic technology to safeguard your data. Your Moxier Wallet data is stored locally on your hard disk drive in an encrypted state. To decrypt your data, you’ll need to set up a Master Password. This Master Password is your cryptographic key which encrypts and decrypts your data. We do NOT have access to your Master Password and can NOT retrieve it should you forget it. Thus, take careful consideration when set-ting up your Master Password.

From the Moxier Wallet Welcome screen, enter a unique Master Password and re-enter it to con-firm the password. It is highly recommended that you also provide a hint to your Master Password because your data will be locked and unrecoverable should you forget your Master Password. Click Set Password to continue.

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IMPORTANT: Your Master Password is your data encryption and decryption key. After you enter your Master Password, Moxier Wallet will automatically decrypt all of your encrypted data and allow you to enter the program. We can NOT recover your Master Password and do NOT have access to it, so please do NOT forget it. We strongly recommended that you provide a Pass-word Hint to help remember your Master Password. If you forget your Master Password, your data will be locked and irretrievable.

5. STARTING MOXIER WALLET FROM YOUR WINDOWS PC

1. Locate the Moxier Wallet shortcut icon on your Windows desktop and double click the icon to open the program.

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Or click Start>All Programs>Emtrace>Moxier Wallet>Moxier Wallet.

2. You will be asked to enter your Master Password each time you launch the program. From the Enter Master Password screen, enter your Master Password and then click Unlock. Please keep in mind that your data in Moxier Wallet is encrypted and the only way you or anyone else can access and view your decrypted data is to first enter your Master Password.

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3. You should now be at the Moxier Wallet Main Navigation Screen; you are now ready to begin

using Moxier Wallet.

Configuring the Startup Features of Moxier Wallet Aside from accessing Moxier Wallet from your desktop or program files, there are two other options for starting up Moxier Wallet outlined below.

Windows Startup

To automatically startup Moxier Wallet when your Windows PC starts up, please follow the steps below.

1. Select Tools from the Main menu followed by Preferences.

2. From the Preferences window, select the General Tab. Under Startup, tick the box marked, “Start Moxier Wallet when Windows starts up.” Then click OK.

3. Moxier Wallet will now automatically startup each time you start Windows. To reverse this ac-tion, simply uncheck the “Start Moxier Wallet when Windows starts up” box, then click OK.

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System Tray Configuration and Startup

Your Windows System Tray is located in the lower right-hand side of your main Windows startup screen on the Windows taskbar.

To automatically send Moxier Wallet to your System Tray for easier and quicker access to your Moxi-er Wallet data, please follow the steps below.

1. Select Tools from the Main menu followed by Preferences.

2. From the Preferences window, select the General Tab. Under System Tray, tick the box marked, “Minimize to tray.” Then click OK.

3. Moxier Wallet will now automatically minimize to your System Tray every time you click the minimize button on the upper right-hand side of Moxier Wallet. To reverse this action, simply uncheck the “Minimize to tray” box, then click OK.

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System Tray Options There are three System Tray options when you click the Moxier Wallet icon on your System Tray: Open, Lock, and Exit.

1. Select Open to start Moxier Wallet.

2. Select Lock to lock down the program: you’ll need to type in your Master Password to re-enter the program.

3. And select Exit to completely shut down and exit Moxier Wallet.

Unlocking Moxier Wallet from the System Tray If you configured an automatic Locking Interval to Moxier Wallet (Tools/Preferences, drop-down box under Lock Interval) and configured Moxier Wallet to automatically minimize to the System Tray, a lock icon will appear in your System Tray when Moxier Wallet automatically locks or when you ma-

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nually lock Moxier Wallet. Double click the lock icon to open Moxier Wallet’s Master Password screen, then enter your Master Password, and click Unlock to access Moxier Wallet.

6. USING MOXIER WALLET FROM YOUR WINDOWS PC

Start Moxier Wallet by double clicking the Moxier Wallet icon on your desktop. Or click Start>All Programs>Emtrace>Moxier Wallet>Moxier Wallet. After entering your Master Password, the Moxier Wallet Main Navigation Screen will appear.

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Moxier Wallet Main Navigation Screen The Moxier Wallet Main Navigation Menu is composed of five feature buttons, four menu options, three viewing panes, two organization tabs, and one search bar. A brief description of each item is listed in this section.

Moxier Wallet Main Toolbar

Item Description

Select the New icon to open a new record window and enter new informa-tion.

Select the Sync icon to sync your data with the moxier.com server. You MUST be registered at www.moxier.com/account/signup/ to sync your Moxier Wallet data.

Select the Lock icon to lock up your data and close Moxier Wallet. After-wards, you’ll need to enter your Master Password to access your data.

Select the System Preferences icon to change your Master Password, set the automatic lock interval, set your self destruct options, check for soft-ware updates, automatically launch Moxier Wallet at startup, and minimize Moxier Wallet to your System Tray.

Select the Information icon to view your product version number and view our support page link.

Navigating the Main Screen There are four data windows on the main navigation screen: Types list pane, Tags list pane, record list pane, and the detailed record view pane.

Types List

The Types list displays the various types for categorizing records in your Moxier Wallet. These categories help you easily group similar data together. There are approximately nineteen pre-set categories and templates such as Bank Accounts, Credit Cards, and Web Logins. You can create your own category type by going to File>New>Type, by clicking Ctrl+T, or by right clicking in the Types list and selecting New Type.

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The Types tab is located at the bottom left side of the Types list.

Tags List

The Tags list displays all the tags associated with your records. Tags are a useful way to keep your records organized and group similar items under a unique heading. For example, create a “busi-ness” tag to group business data, a “home” tag to group home information, and a “car” tag to group information about your automobiles. Account records can be “tagged” when you create a new record (Ctrl+N).

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The Tags tab is located at the bottom left side of the Types list pane.

Record List

The numbers on the far right column of the Types list window indicate the amount of Records in each type. The Record list window is located directly to the right of the Types list window and al-lows you to quickly browse individual records associated in each type or tag. From the Types list window, click on a type. All records created under that type will be displayed in the Record list window.

Detailed Record View

The Detailed Record View window is located directly to the right of the Record list and provides a detailed glance at each individual record in Moxier Wallet. Select the appropriate type from the Types list and then select the appropriate record from the Record list. Your selection will be dis-played in the Detailed Record View window on the far right side of the Main Navigation Screen.

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Navigating Between Records To navigate through individual records in the Detailed Record View, use the left and right arrows located at the top left side of this window.

Copying Data To copy a line of data, click the corresponding clipboard icon on the far right of the Detailed Record View screen. Open your web browser or another application and click Ctrl+V to paste the data into the new application.

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Masking Passwords, Pin Numbers and Account Numbers

Use the Masking Tool ( ) located at the top left side of the Detailed Record View window to mask your pin numbers, passwords, and account numbers. Simply click the icon to mask data, click it again to unmask the data. This convenient tool allows you to access your records while keeping important information hidden from prying eyes.

Popup View Click the Popup view icon on the upper right side of the Detailed Record View window to see your data in a conveniently small popup window format.

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The small clipboards to the right of the Popup view screen are for copying data from Moxier Wal-let to another application. Click one of the clipboards to copy the corresponding line of data. Open another application such as your browser, then click Ctrl+V to paste the information into the ap-plication.

The Popup view is a handy feature for easily copying and pasting frequently used data such as ac-count numbers and passwords onto websites. The Popup view stays open above other applications on your desktop so you can readily access it and it is movable: point your cursor anywhere on the Popup screen and drag the window to the desired position.

The URL links in the Popup view are also clickable, simply click the blue highlighted web address and your browser will automatically open up to the corresponding website. Click X to close the window.

Main Menu Options Moxier Wallet has four menu options listed at the top left-hand side of the Main Navigation Screen. Below is a description of each option.

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File Menu

The File menu allows you to create a new type, create a new record, lock the program, search with-in the program, import data, export data, or exit the program. Below is a list of hotkeys for quick access to some of these options:

File: Alt+F

New Type: Ctrl+T

New Record: Ctrl+R

Lock the Program: Ctrl+L

Search within the Program: Ctrl+F

Close the Program: Alt+F4

Edit Menu

The Edit menu (Alt+E) allows you to edit types, delete types, edit records, and delete records.

Tools Menu

The Tools menu (Alt+T) allows you to set up your sync preferences, link accounts, erase all your data, and access the system preferences window. The hotkey for syncing with the server is Ctrl+S.

Help Menu

The Help menu (Alt+H) allows you to quickly access important product and support information about Moxier Wallet such as the Moxier Wallet Internet home page, FAQs, License Agreement, Terms of Service, Internet Support page, Internet Contact page, and provides information about your Moxier Wallet version number. The hotkey for accessing Moxier Wallet’s online FAQs is F1.

Adding a New Type The Types window is currently populated by approximately nineteen pre-set category types such as Bank Account, Credit Card, Notes, and Web Logins. To create a new category type, select File>New>Type or Ctrl+T to open the New Type window. You can also right click anywhere in the Types window and then select New Type from the popup window.

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From the New Type window, follow the instructions below to create a new type.

1. Under Type Name, enter the new type name.

2. Click on the large Icon button on the upper left to open the Wallet Icons screen. Navigate through the colorful icons in this window and select an icon for your new type, then click OK.

3. Under Fields, there are four options: New, delete, up, down. Select the New icon to create a

field heading for your new entry. Click the Delete icon to delete fields and use the Up or Down arrows to sift through your field entries.

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4. After you enter a new field, you will have the option to select the Field Type. There are six op-

tions: Text, phone, URL, Email, Address, and Number. For example, selecting a phone type will display the entered data as a phone number, selecting URL will display the entered data as a web address, and selecting text field will display the data as you entered it. Properly setting field types is important because this field will display data as clickable links in Popup views or allow you to quickly call a phone number, access an address, launch your email, or open your browser from your iPhone’s Moxier Wallet.

5. After you enter a new Field Type, you will also have the option to select the Field Display.

There are three options: Normal, Password Style, and Account Style. Selecting Normal dis-plays your information without any masking. Selecting Password Style displays your information with the first two characters viewable and the last ones masked. And selecting Ac-count Style displays your information with the first characters masked and the last four viewable.

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6. After all your fields are properly set, click OK and your new category type will be displayed on

your Types list located on the far left window of the main navigation screen.

Adding a New Record From the Main Navigation Screen, click on the New icon on the main toolbar, or click File>New>New Record, or use the hotkeys Ctrl+R. You can also right click anywhere in the De-tailed Record View window and select New Record.

A New Record window will appear. Follow the instructions below to enter a new record.

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1. From the Types drop-down box, scroll through the options and select the appropriate category. Select “Unassigned” to not assign the record to any specific category. Or select “New Type” to open the New Type window and create a new type.

2. Click the large Icon button on the upper left to bring up the Wallet Icons screen. Select the ap-propriate icon and click OK.

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3. Next to Description, enter a descriptive word or phrase for the new record. E.G., if your main type is Credit Cards, enter in the name of your credit card.

4. Under Value, enter the requested information. E.G., if you are creating a new Bank Account Record, enter the account number, routing number, etc.

5. Click the tool icon on the far right of the Value column to copy data on the field that corres-ponds with the icon, generate a password, or open a URL.

6. To generate a random password, select the tool icon followed by Password Assistant. A

Password Assistant window will appear.

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From the Password Assistant window, the top field displays the generated password. Drag the length bar left or right to decrease or increase the size of the password (Up to twenty characters in length). Select Numbers or Special Characters or both to define the characters of the gen-erated password. For simply letters, deselect both Numbers and Special Characters. Click OK to continue. Your new password will be displayed in the appropriate field.

7. To copy a URL, click the tool icon followed by Open link… Moxier Wallet will automatically

open the URL in a new web browser on your computer.

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8. Next to Tags, enter a unique tag to help organize your data (E.G., business, wife, or home), or

click on the tag icon to the right of the Tags text box. From the Tags popup window, highlight the appropriate tag and click Add. The Tags window stores all your tags so the list will keep growing as you create more tags. You can also leave this field blank and set an appropriate tag at a later time. Or add more than one tag at a time to link your entry to more than one tag cate-gory, e.g., business and email. Separate multiple tags in the Tags text box with one space between each entry; do not use commas or other punctuation marks.

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9. In the Notes field, enter any notes you’d like to store with this item. 10. Click OK when all the appropriate information has been entered. Your new record will be dis-

played in the Record list under the appropriate type.

Accessing the Password Assistant Refer to the previous section for instructions on generating a random password for your records. You may also find it useful to generate a one-time random password, generate a random password that is not attached to a specific Moxier Wallet record, or generate more than one random password per record. To do so, follow the instructions below.

1. From the main menu select Tools followed by Password Assistant.

2. From the Password Assistant window, the top field displays the generated password. Drag the length bar left or right to decrease or increase the size of the password (Up to twenty characters in length). Select Numbers or Special Characters or both to define the characters of the generated password. For simply letters, deselect both Numbers and Special Characters. Click OK to con-tinue.

3. Select “Copy generated password to clipboard” to allow Moxier Wallet to store the newly generat-ed password on its clipboard. Click OK and then open up your browser or other application in which to paste the password.

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4. Click on the desired field in the appropriate application, then select CTRL + V to paste the pass-word stored on your clipboard.

Locking the Program From the Main Navigation Screen, select File followed by Lock or use the hotkeys Ctrl+L. The program will lock down and you’ll need to re-enter your Master Password to access it again.

Searching Your Data From the Main Navigation Screen, select File followed by Search. You can also use the hotkeys Ctrl+F or simply enter data in the search bar located at the top right-hand side of the screen.

Importing Data You can import CSV (Comma Separated Value) files into Moxier Wallet. This feature is designed to be used after exporting data and saving it onto your computer. From the Main Navigation Screen, select File>Import>CSV. An Open window will appear. Locate the correct CSV file to import and then click Open. The imported data will be merged with your current Moxier Wallet data.

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Exporting Data You can export your Moxier Wallet data and save it as a CSV (Comma Separated Value) file onto your computer. From the Main Navigation Screen, select File>Export>CSV. An Open window will appear. Locate the correct file to export and then click Save. You will be notified that your ex-port succeeded, click OK.

WARNING: Exporting your Moxier Wallet data as a CSV will create an UN-encrypted .csv file of your data.

Closing the Program From the Main Navigation Screen, select File followed by Close or use the hotkeys Alt+F4. The program will automatically minimize to the System Tray or shut down based on your Preference settings.

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Duplicating a Type or Record You may find it useful to duplicate types or records of similar content or style to quickly organize your information. Follow the instructions below to easily duplicate types or records.

Duplicating a Type

To duplicate a Type, select the Type and then right click on it and select “Duplicate Type”. Or select the Type to be duplicated, select Edit from the main menu, then select “Duplicate Type”. Your Dupli-cate Type will be displayed below the original in the Types screen, the word “copy” will be added to the end of the duplicate(s).

Duplicating a Record

To duplicate a Record, select the Record and then right click on it and select “Duplicate Record”. Or select the Record, then select Edit>Duplicate Record from the main menu, the word “copy” will be added to the end of the duplicate(s).

Editing a Type or Record Moxier Wallet allows you to edit all entries including types and records.

Editing Types

Follow the instructions to edit any type. Simply select the type, then select Edit from the main menu followed by Edit Type. An Edit Type window with appear.

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1. From the Edit Type screen next to Fields, there are four main options: New, delete, up, down. Select the New Field icon to create a new field. Click the Delete icon to delete fields and use the Up or Down arrows to navigate through your field entries.

2. To edit a Field Type, select the appropriate Field, then use the Field Type drop-down box to

select the appropriate Field Type. There are six options: Text, phone, URL, Email, Address, and Number. For example, selecting a phone type will display the entered data as a phone number, selecting URL will display the entered data as a web address, and selecting text field will display the entered data as you entered it. Properly setting field types is important because this field will display data as clickable links in Popup views or allow you to quickly call a phone number, access an address, launch your email, or open your browser from your iPhone’s Moxier Wallet.

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3. To edit a Field Display, select the appropriate Field, then use the Field Display drop-down box to select the appropriate Field Display. There are three options: Normal, Password Style, and Account Style. Selecting Normal displays your information without any masking. Select-ing Password Style displays your information with the first two characters viewable and the last ones masked. And selecting Account Style displays your information with the first charac-ters masked and the last four viewable. Click OK when completed.

Editing Records

Follow the instructions to edit any record. Simply click the type and the appropriate record to be edited. Then select Edit>Edit Record. You can also right click on the Record List icon to be edited and select Edit or right click anywhere in the appropriate record’s detailed view window and select Edit.

From the Edit Record window, enter in the appropriate new information, click OK when com-pleted. You can also click the tool icon on the right of the Edit Record screen to copy data, generate a password (Select Password Assistant), or open a URL (Select Open Link…).

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Deleting a Type or Record Moxier Wallet allows you to easily delete types and records.

Deleting Types

To delete a type, select the type to be deleted from the Types list, then go to Edit>Delete Type, or simply right click on the type and select Delete.

A popup window will appear. Select Yes if you’d like to delete this type. After a type is deleted, any and all records within the category will all be placed in the Unassigned type category. Refer to the section entitled Deleting Records for information on how to delete a record.

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Deleting Records

Follow the instructions below to delete any of your records. Simply select the type and the appro-priate record to be deleted. Then select Edit>Delete Record from the main menu. You can also right click on the record and select Delete or right click anywhere in the appropriate record’s de-tailed view window and select Delete.

After selecting a record to be deleted, a Delete Record window with appear. Click OK if you’d like to permanently delete the record.

Registering, Signing In, and Signing Off In order to sync your data to the moxier.com server or between devices, you’ll need to be logged in to www.moxier.com. If you are not yet registered, go to www.moxier.com/account/signup/. You CANNOT sync your data unless you are registered and/or signed in.

Signing In to Moxier.com

To sign in from Moxier Wallet, select Tools>Account>Sign In from the main menu bar.

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A Login to Moxier.com window will appear. Fill in your Email address and Password, then click OK.

You can now sync your data. If you do not have an account, click the Sign up for a new account button to begin the registration process. You will be directed to www.moxier.com's sign up page on the Internet: http://www.moxier.com/account/signup/. Fill in the requested information and click Sign up.

Signing Off Moxier.com

To sign off from www.moxier.com, go to Tools, select Account followed by Sign Off. You will be signed off and cannot sync your data; however, you can still access the data stored on your local drive and can still use all the other features of Moxier Wallet.

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Syncing Options Synchronizing your data with the moxier.com server is an important method of backing up your data and is completely safe and secure. All your Moxier Wallet data is encrypted and decrypted lo-cally on your computer’s hard disk drive. Moxier Wallet uses powerful U.S. Government encryption technology (AES-256) as well as Cipher-Block Chaining (CBC) with a cryptographical-ly safe random Initialization Vector (IV). Your encrypted data is transferred during synchronization using SSL (Secure Sockets Layer), a cryptographic protocol for securely transmitting private data over the Internet, and adds an additional layer of protection. Your data stored on our servers is completely encrypted and unreadable. Your Master Password automatically decrypts your data locally upon entry to Moxier Wallet and we do not have access to your Master Password. The on-ly way anyone can view your data in a decrypted state (Locally or on our servers) is to have access to your Master Password. Therefore, please keep your Master Password safe and secure.

Synching Your Data for the First Time

The first time you sync your data, you will be asked to sign in or register after you click the Sync button on the main menu bar (Ctrl+S). You cannot sync your data with our servers unless you have registered and/or signed in. From the Login to moxier.com screen, click Sign up for a new ac-count if you have not registered, you will be directed to our sign up page on the Internet: http://www.moxier.com/account/signup/. If you have registered, fill in your Email address and Password, then click OK.

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Automatic Syncing

Once you are registered and signed in, Moxier Wallet is set to automatically sync data between the moxier.com server and your Windows PC. To turn off automatic syncing, go to Tools, select Sync, then uncheck Sync Automatically.

Manual Syncing

To manually sync your data, click the Sync button located on the Moxier Wallet main navigation toolbar.

You can also click Ctrl+S or select Tools>Sync>Server to sync your data.

Syncing with an Other Device

Moxier Wallet allows you to sync your data between a Windows PC, a Mac Computer, an iPhone, and an iPod Touch. Follow the instructions below.

1. Open Moxier Wallet on both devices.

2. From your PC, click the Tools menu on the top of the Moxier Wallet Main Navigation Screen. Then select Sync followed by Other Device.

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3. From your Mac, click File on the Moxier Wallet Main Navigation Menu. Then select Sync fol-lowed by Other Device.

4. From your iPhone/iPod Touch, go to the record list view. Locate the three More dots (…) at

the bottom right-hand side of your screen. Click the dots and then select Sync with Other De-vice from the More window.

5. Moxier Wallet will now locate your devices and begin syncing data between them.

Erasing All Your Data At some point you may need to erase all the data in your Moxier Wallet. To do so, select Tools from the menu bar followed by Erase All Data.

An Erase All Data window will appear. Select the Erase All Data button. This will erase all the data in your Moxier Wallet and reset the program to its initial state.

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WARNING: If you opt to erase all your data, it will be completely deleted and unrecoverable lo-cally! However, if you synced your data to moxier.com, the most recent version will still be available online in its encrypted state. See the next section, Erasing Data on the Server, to learn how to erase your data on the moxier.com server.

Erasing Data on the Server

In order to erase your data on the moxier.com server, go to www.moxier.com and login. The My Account screen will appear.

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Scroll down to the Moxier Wallet section and click Erase. A Message from webpage box will appear, click OK to erase all of your data on the server.

WARNING: Once you erase your data on the server, it will be completely deleted and unrecover-able from our server!

Preferences To set your account preferences, click the Preference icon located on the menu bar or go to Tools and select Preferences… A Preferences box will appear which will allow you to change your Master Password, set the automatic lock interval, set your data in the program to self destruct, check for Moxier Wallet updates, automatically launch Moxier Wallet at startup, and minimize Moxier Wallet to your System Tray.

Changing your Master Password

From the Preferences box under Password, select Change…

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A Change Master Password window will appear. Enter the requested information and then click Set Password when completed. It is highly recommended that you provide a password hint be-cause you CANNOT access your data without a Master Password and we CANNOT retrieve your Master Password!

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Setting the System Lock Interval

You can set the program to automatically shut down after a pre-set interval of time. E.G., if you se-lect “1 hour”, Moxier Wallet will automatically shut down after an hour of inactivity. Once the program shuts down, you will need to re-enter your password to access your data. Setting a system lock interval is a great way to safeguard your data from prying eyes. To set the system lock interval, select Tools followed by Preferences.

From the Preferences box under Lock Interval, use the drop-down box to select a pre-set interval. Then click OK to set the locking interval.

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Setting the Self Destruct Option

The self destruct option allows you to set the number of times a user can attempt to login to your Moxier Wallet before your data in the program completely self destructs. If a user is unable to enter the correct password after a pre-set number of tries, all your data will automatically be deleted! This option is an additional method of ensuring the security of your data; however, please keep in mind that all of your local data will be destroyed if self destruct is initiated! To set the program to automatically self destruct, select Tools followed by Preferences.

From the Preferences box under Self destruct, use the drop-down box to select a pre-set number of password attempts. Then click OK to set the self destruct option. If you select After 5 attempts, your data will be deleted after five invalid password attempts.

Checking for Updates

You can conveniently check our servers for updates by selecting Tools from the menu bar followed by Preferences.

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From the Preferences box, select the Update tab. From the Update tab, click the Check Now but-ton, then click OK. Moxier Wallet will immediately check for system updates. The default setting is Automatically check for updates, to change this setting, uncheck the Automatically check for updates box under Software Update.

Automatically Launching Moxier Wallet at Startup and Minimizing Moxier Wallet to your System Tray

Please refer to the section in this User’s Guide entitled “Configuring the Startup Features of Moxier Wallet” for detailed information on automatically launching Moxier Wallet at startup and minimizing Moxier Wallet to your System Tray.

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Accessing Moxier Wallet Help To quickly access the following Moxier Wallet items, click Help from the menu bar and then se-lect the appropriate item: The Moxier Wallet Internet home page (Home Page), FAQs, License Agreement, Terms of Service, Internet Support site, Contact information, as well as information about your Moxier Wallet version number (About…).

Accessing Moxier Wallet Support

If you are having trouble with Moxier Wallet, please follow the instructions below to open a sup-port ticket.

1. Select Help from the menu bar followed by Support.

2. You will be directed to the Moxier.com support section (http://support.moxier.com/).

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3. If you aren’t already logged in to Moxier.com, you’ll need to log in. Fill in your Email address and password, then click Login.

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4. Scroll down to the Help Resources section and familiarize yourself with the FAQs and Forum. If you do not see an answer to your support question, under Sending a Support Request, click Send a Support Request.

5. A New Ticket window will appear (http://support.moxier.com/tickets/new). Fill in the re-quested information and click Submit.

6. A new ticket will automatically be generated and you can easily track your request’s progress

on line. Once your query is processed you can see the results posted on line as well.

IMPORTANT: For optimal results, it is best to always open a support ticket instead of emailing us directly.

About Moxier Wallet

A quick and easy way to check your Moxier Wallet version number is to select Help from the menu bar followed by About.

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From the About window, your version number will be displayed as well as a handy link to www.moxier.com and to our support page, http://support.moxier.com.

7. UNINSTALLING MOXIER WALLET To uninstall Moxier Wallet, select Start>All Programs>Emtrace>Moxier Wallet>Uninstall Moxier Wallet.

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A Moxier Wallet Uninstall window will appear. Click Next to continue.

From the Choose Uninstallation Options window, select the appropriate option and then click Uninstall.

Once uninstallation is complete, a Completing the Moxier Wallet Uninstall Wizard screen will appear. Click Finish to close the uninstall wizard. It is highly recommended that you restart your computer after uninstalling software.

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8. GOING PREMIUM Moxier Wallet is free to use. However, you'll need a Premium Subscription to backup your data online and to synchronize data between devices (e.g., between a Mac, a PC, an iPhone, and an iPod touch). All other features of Moxier Wallet are free to use at your convenience for as long as you like.

All users who register at www.moxier.com will be given a 30-day trial period to evaluate the ad-vanced features of our Premium Subscription beginning from the date that they register online. Once your 30-day trial period ends, you will not be able to synchronize your data, unless you pur-chase a Premium Subscription.

Going Premium allows you to back up your sensitive Moxier Wallet data online. Please keep in mind that your data is ALWAYS stored in encrypted form on our servers and can only be de-crypted locally on your device after you enter your Master Password.

Going Premium also allows you to join our thriving online community and be eligible to receive our fast and courteous customer support.

Additional Advantages of Going Premium • No payment for each additional client ̶ No matter what devices or Operating System you

use, you don't need to pay to use Moxier Wallet on each one separately. Your subscription fee covers all clients you use. Thus, you can install and use Moxier Wallet on one or thou-sands of computers and iPhones/iPod touches.

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• No payment for newer versions ̶ Many software vendors require users to pay for major upgrades. With Moxier Wallet, there are no additional fees or charges for client upgrades.

• No payment for multiple users ̶ If you share your moxier.com account with your family members or colleagues, you may do so without additional charges.

• Flexible payments ̶ Even if your Premium Subscription expires, you can always use the latest version of Moxier Wallet for free. You can reactivate your Premium Subscription any time you desire in the future: Please note that your Moxier Wallet data stored at moxi-er.com will be kept for 6 months after your Premium Subscription expires. Or, you can remove it explicitly anytime before expiration.

For more information about Moxier, Moxier Wallet, or other Moxier products, please visit our website at www.moxier.com.

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www.moxier.com