InformationSAFE can help you to prepare for the unexpected. And just as important, InformationSAFE can help you organize your life so you can start living it instead of looking for it. Find your most important documents in a moment's notice and access key information and files when you or your family need them most.

Here are the top ten reasons people choose to use InformationSAFE:

1. I want to be a better organized person
2. InformationSAFE makes managing life's tasks easier
3. I want to be prepared in case something unexpected happens -- things like fire theft, earthquakes, floods, etc.
4. I want to alleviate the stress and frustration others will endure managing my affairs if something should happen to me. (incapacitation or death)
5. I want to make sure my family is aware of all of my assets so financially they are better off if I die
6. I want to put effective security around my important personal information
7. I want my important information backed up in case my computer crashes
8. InformationSAFE helps me do a better job managing my parent's affairs
9. I want to be able to access my important personal information on whatever computer I am working on and wherever I am in the world
10. InformationSAFE helps my wife and I work interchangeably because we both have quick access to all of the important details in our life

You can track information that covers the entire spectrum of your life. Conveniently organized into seven intuitive categories -- Personal Info, Financial, Insurance, Legal, Health, Property and Key Contact -- there are over 250 records to choose from. There are record templates for everything from your Annuities, Airline Frequent Flier numbers and Accountant to Vehicles and Visas. Of course most people won't need out every record template, but the over 250 record templates are all there if and when you need them.

1. Click the Tools button in the tool bar. 
2. In the Registration Profile tab, just change the Home Address that you want to use, under Home Address section.
3. Click the Update Profile button at the end to retain the changes.

The symbol * behind the field/text entry box indicates that the field MUST be entered and all fields with * marks are mandatory.

Sharing an entire InformationSAFE reference book is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers.

Before you want to share an entire InformationSAFE reference book, make sure that your computer is connected to internet.

Once the computer is connected to internet, simply follow the steps given below to share an entire InformationSAFE reference book with a friend or trusted associate.

1. To share an entire InformationSAFE reference book, click the Share button in the tool bar.
2. The Share Documents by Email dialog will be displayed. You can email a link through which a family member, attorney, accountant, or other trusted acquaintance. They can securely download an encrypted copy of whatever InformationSAFE data you wish them to access. To email an entire InformationSAFE reference book, click the check box, Send This Reference Book.
3. Then click the Continue button at the end.
4. The Send Document dialog will be displayed.
5. Enter the Name of the recipient to whom you wish to send an entire InformationSAFE reference book.
6. Enter the right Email id of the recipient to send an entire InformationSAFE reference book.
7. If you wish, you can send any instruction or Message along with the entire InformationSAFE reference book. Simply delete default message and then add your message or edit default message. If you don't change anything, the default message is sent to the recipient along with the entire InformationSAFE reference book.
8. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the entire InformationSAFE reference book that you have shared. You can provide up to 3 security questions with answers for highly secured sharing.
9. To preview what you are sending, click the Preview button.
10. Finally click the Send button at the end to send the entire InformationSAFE reference book for sharing.
11. The success message will be displayed. You are also asked whether you would like to send the entire InformationSAFE reference book to another recipient or not. If you wish to continue sending the entire InformationSAFE reference book to more recipients, click the Yes button else click the No button to end the sharing process.

No we don't. You are in complete control of the information you save. Entering information can be as easy or complex as you like; however, we find that the typical user can dramatically increase their personal organization and effectively prepare for the unexpected in about two hours.

Whether you use the Desktop or Web Version of InformationSAFE, every piece of data you enter is encrypted to your chosen location the moment you hit save. Your data is encrypted using the same standards approved by the National Security Agency for top secret documents. If you are using the web version or backing up over the web, we use SSL encryption for transmission, the most secure process available.

Once you logout, the only way anyone can get to your files is if they get access to your password. We do not keep a copy of your password, so if you lose it we will have to re-verify your identity before we allow you to reset your password. We have also put in place a propriety point and click, second layer password system to tackle the remote possibility that someone is copying your keystrokes (and password in the process) through software put or downloaded onto your computer without your knowledge.

How you choose and secure your password is a critical part of InformationSAFE's security process. Always select strong passwords (alpha numeric, with upper case and lower case letters of at least 10 characters) and then be very careful about how you secure access to your chosen password.

The chart in the Learn More section of the Desktop and Web Version details the differences between the Desktop and Web Version. However, the short answer is choose the desktop version if you anticipate needing to access your information from one computer and/or you want complete control over where and how your information is stored. Choose the web version if you want secure access to your information from any computer anywhere in the world and want your information saved in secure remote servers. (see comparison chart)

You sure can and we've made it super easy and secure to do so. Simply click on the email button and you'll be able to select any individual record, entire category of records or all saved records. After selecting the record(s) you want to send you will continue on to an interface that will let you create an email and enter a message to the recipient. The final and most important step in the process is to select up to three security questions that the recipient of your email will have to answer correctly to open the secure link taking them to your selected records. (As a final security precaution, the secure link your email recipient receives expires after thirty days)

The secure link to your email documents opens up your records in a PDF format that can then be saved by the recipient. (Once saved by the recipient, the security of your document depends on the actions of the recipient, so be sure to only send records to someone you trust will properly safeguard your information).

You sure can. Just like when emailing, simply click on the print button and an email you'll be able to select any individual record, an entire category of records or even all saved records. Once you have selected the record(s) you want to print, you continue to a PDF preview. If you're happy with the preview, hit print and you're all done!

Of course you can. We've made InformationSAFE extremely flexible. Easily track information for just yourself or an entire family. Within every record you have the ability to save multiple tabs. So when you want to track more than one person, simply save their information on another tab. Enter information on up to seven tabs for every record.

If you choose the Desktop Version, you can run InformationSAFE software on either a Windows or Macintosh computer.

Windows System Requirements

Macintosh System Requirements

1. Whenever you wish to work with InformationSAFE online, enter the InformationSAFE URL in any browser.
2. Click the Sign in link on the top right corner of the screen.
3. After InformationSAFE loads you are prompted to enter your Email address and your Password.
4. After entering your Email address and Password click the Login button at right.
5. The InformationSAFE Interface is then displayed.From here, you can start exploring the tools of InformationSAFE and safely secure, organize and manage personal information.

Instead of entering the username each time you sign in to InformationSAFE, you can simply tell the InformationSAFE to remember your username. But make sure that you are accessing your InformationSAFE application from a secured computer or connection.

1. On the InformationSAFE sign in screen, check the Remember My Email checkbox.
2. Just open the InformationSAFE application and you'll already have your email id there. Simply enter the password to login.

It is always safer to log out of InformationSAFE whenever you are not working on it. In order to log out of InformationSAFE application, click the Logout button in the tool bar within the application.

You are now logged out of InformationSAFE application.

Forgetting passwords is a part of everyone's life. So don't worry if you forget your InformationSAFE application's password.

1. Click I Forgot My Password link on the InformationSAFE login screen.
2. The Reset Password message will be displayed.Enter your email address and then click the Reset Password button.
3. Now check your email for a message from InformationSAFE giving you the link to change your password. Click that link to reset your password.
4. Enter New Password and confirm the same by re-entering the same. Finally click the Change Password button.
5. Now your new password has been set and you can login to InformationSAFE with this new password.

For security purpose, it's always better to change password as and when you wish to.

Click the Tools button in the tool bar.

1. Click the Change Password tab.
2. Enter your Old Pasword.
3. Enter the New Password that you wish to use. Passwords must contain between 5 and 16 characters, may not contain spaces, and can include alpha, numeric, and special characters.
4. Re-Enter new password for confirmation.
5. Finally click the Update Password button at the end to set the new password

The password strength denotes how strong or weak your password is. Passwords must contain between 5 and 16 characters, may not contain spaces, and can include alpha, numeric, and special characters.

• If your password has less number of only letters or numbers, then red color will be displayed indicating that your password strength is very weak.
• If your password has a combination of letters and numbers, then orange color will be displayed indicating that your password strength is weak.
• If your password has a combination of letters and numbers and alpha digit, then yellow color will be displayed indicating that your password strength is medium.
• If it has a mixture of capital and small letters, numbers, alpha, numeric and special characters, then it will display green color showing that the password strength is strong.

Click the Tools button in the tool bar.

1. In the Registration Profile tab, just change the email address that you want to use, in the Email field.
2. Click the Update Profile button at the end to retain the changed email id for login and InformationSAFE communication purposes.

Printing a specific file in InformationSAFE is easy. The printing utility in InformationSAFE allows you to create printable documents containing the information you have recorded in InformationSAFE. Before you want to print any document, make sure that your computer is connected to a printer.

Once the printer is connected to your computer, simply follow the steps given below to print a single file in InformationSAFE.

1. To print a document, click the Print button in the tool bar.
2. To print a single page copy of one of your records, click the check box, Print This File.
3. Now select the record that you want to print from the drop down list.
4. Then click the Continue button at the end.
5. The file to be printed will be displayed in PDF format. Click the Print button to continue the process of printing.
6. The Security Warning asking you to trust the site will be displayed. Click the Allow button to allow the printing the document.
7. The standard Print dialog will be displayed. Select the printer and other required options for printing and then click the OK button at the end.

Printing a category of files in InformationSAFE is easy. The printing utility in InformationSAFE allows you to create printable documents containing the information you have recorded in InformationSAFE. Before you want to print any document category, make sure that your computer is connected to a printer.

Once the printer is connected to your computer, simply follow the steps given below to print a category of files in InformationSAFE.

1. To print a document, click the Print button in the tool bar.
2. To print a booklet of all records within a particular category, click the check box, Print This Category.
3. Now select the category that you want to print from the drop down list.
4. Then click the Continue button at the end.
5. The category to be printed will be displayed in PDF format. Click the Print button to continue the process of printing.
6. The Security Warning asking you to trust the site will be displayed. Click the Allow button to allow the printing the document.
7. The standard Print dialog will be displayed. Select the printer and other required options for printing and then click the OK button at the end.

Printing an entire InformationSAFE reference book is easy. The printing utility in InformationSAFE allows you to create printable documents containing the information you have recorded in InformationSAFE. Before you want to print any document, make sure that your computer is connected to a printer.

Once the printer is connected to your computer, simply follow the steps given below to print the entire InformationSAFE reference book.

1. To print a document, click the Print button in the tool bar.
2. To print a fully indexed book suitable for binding of all your InformationSAFE data, click the check box, Print This Reference Book.
3. Then click the Continue button at the end.
4. The entire InformationSAFE archive to be printed will be displayed in PDF format. Click the Print button to continue the process of printing.
5. The Security Warning asking you to trust the site will be displayed. Click the Allow button to allow the printing the document.
6. The standard Print dialog will be displayed. Select the printer and other required options for printing and then click the OK button at the end.

Sharing a file in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers.

Before you want to share a file, make sure that your computer is connected to internet.

Once the computer is connected to internet, simply follow the steps given below to share a file with a friend or trusted associate.

1. To share a file, click the Share button in the tool bar.
2. The Share Documents by Email dialog will be displayed. You can email a link through which a family member, attorney, accountant, or other trusted acquaintance. They can securely download an encrypted copy of whatever IformationSAFE data you wish them to access. To email a single page copy of one of your records, click the check box, Send This File.

NOTE: If your recipient is not expecting this email, it might be prudent to let him know you've sent it. Occasionally email from an "unknown" third party such as InformationSAFE can be accidentally caught in a recipient's spam filter. Informing the recipient of the email will allow them to check for the message in the event it does not show up in their Inbox automatically.

1. Select the file that you want to share from the drop down list.
2. Then click the Continue button at the end.
3. The Send Document dialog will be displayed.
4. Enter the Name of the recipient to whom you wish to send the file.
5. Enter the right Email id of the recipient to send the file.
6. If you wish, you can send any instruction or Message along with the file. Simply delete default message and then add your message or edit default message. If you don't change anything, the default message is sent to the recipient along with the file.
7. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the file that you have shared. You can provide up to 3 security questions with answers for highly secured sharing.
8. To preview what you are sending, click the Preview button.
9. Finally click the Send button at the end to send the file for sharing.
10. The success message will be displayed. You are also asked whether you would like to send file to another recipient or not. If you wish to continue sending the file to more recipients, click the Yes button else click the No button to end the sharing process.

Sharing a category of files in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers.

1. Before you want to share a category of files, make sure that your computer is connected to internet.
2. Once the computer is connected to internet, simply follow the steps given below to share a category of files with a friend or trusted associate.
3. To share a category of files, click the Share button in the tool bar.
4. The Share Documents by Email dialog will be displayed. You can email a link through which a family member, attorney, accountant, or other trusted acquaintance. They can securely download an encrypted copy of whatever InformationSAFE data you wish them to access. To email a category of files, click the check box, Send This Category.
5. Select the category of files that you want to share from the drop down list.
6. Then click the Continue button at the end.
7. The Send Document dialog will be displayed.
8. Enter the Name of the recipient to whom you wish to send the category of files.
9. Enter the right Email id of the recipient to send the category of files.
10. If you wish, you can send any instruction or Message along with the category of files. Simply delete default message and then add your message or edit default message. If you don't change anything, the default message is sent to the recipient along with the category of files.
11. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the category of files that you have shared. You can provide up to 3 security questions with answers for highly secured sharing.
12. To preview what you are sending, click the Preview button.
13. Finally click the Send button at the end to send the category of files for sharing.
14. The success message will be displayed. You are also asked whether you would like to send the category of files to another recipient or not. If you wish to continue sending files to more recipients, click the Yes button else click the No button to end the sharing process.

The share utility in InformationSAFE allows you to securely share your login username and password information with loved ones and other trusted friends or service providers.

Before you want to share your login username and password information, make sure that your computer is connected to internet.

Once the computer is connected to internet, simply follow the steps given below to share your login username and password information with a friend or trusted associate.

1. To share your login username and password information, click the Share button in the tool bar.
2. The Share Documents by Email dialog will be displayed. You can email a link through which a family member, attorney, accountant, or other trusted acquaintance. They can securely download an encrypted copy of whatever InformationSAFE data you wish them to access. To email your login username and password information, click the check box, Send My Login Username and Password.
3. Then click the Continue button at the end.
4. The Send Document dialog will be displayed.
5. Enter the Name of the recipient to whom you wish to send your login username and password information.
6. Enter the right Email id of the recipient to send your login username and password information.
7. If you wish, you can send any instruction or Message along with your login username and password information. Simply delete default message and then add your message or edit default message. If you don't change anything, the default message is sent to the recipient along with your login username and password information.
8. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access your login username and password information that you have shared. You can provide up to 3 security questions with answers for highly secured sharing.
9. To preview what you are sending, click the Preview button.
10. Finally click the Send button at the end to send your login username and password information for sharing.
11. The success message will be displayed. You are also asked whether you would like to send your login username and password information to another recipient or not. If you wish to continue sending your login username and password information to more recipients, click the Yes button else click the No button to end the sharing process.

1. Click the Contacts button in the tool bar.
2. Select the recipient from your contacts list and then click the History button in the right side column.
3. If the recipient has made login attempts, the list of login attempts will be displayed along with the details such as the Login Date, IP Address of the system he logged in and also whether the login attempt was successful or not.

1. Click the Contacts button in the tool bar.
2. Select the recipient name in the contacts list and then click the Access button in the right side column.
3. Under Permissions section, click the None link above the View column. By not giving permission to view your information, you are canceling the recipient's ability to retrieve a shared document.

1. Click the Contacts button in the tool bar.
2. Select the recipient name in the contacts list and then click the Access button in the right side column.
3. Under Permissions section, click the None link above the Change column. By not giving permission to change your information, you are canceling the recipient's ability to access shared logon information.

1. Click the Search button in the tool bar.
2. Enter the keyword or phrase that you want to search in the Word/Phrase field in the Search By section.
3. Click the Search button. The search results related to the keyword are displayed.
4. If you want to search by Phone number, enter the phone number in the Phone # field and click the Search button. The search results having that phone number will be displayed.
5. If you want to search by the name of the contact, select the contact from the drop down list of Contact field and then click the Search button.
6. The search results related to the selected contact will be displayed.
7. You can also search your InformationSAFE database for the information based on a specific location. To do so, select the location from the drop down list of Location field and then click the Search button.
8. The search results related to the selected location will be displayed.

By default, when you search for a keyword or location or phone number or even a contact, all the records in your InformationSAFE database are searched.

You can narrow down the search by selecting only a specific category. To do so, uncheck all the categories except the one that you want to search for and then use any Search By option for searching that particular category.

Whenever the search results are displayed, InformationSAFE provides a way for you to open the specific document from the search results.

1. Search for any information based on your required Search By option. In the displayed search results, click the Open link to the left of the record that you want to open.
2. The specific record will be opened.

In InformationSAFE, whenever you open a record from a search, it is possible for you to go back to a previously executed search.

1. Open a record from the search results by clicking the Open link to the left of the record.
2. The record will be displayed. To go back to the previously executed search, click the Back to Search Results >> button on the top right corner above the record.
3. The search results page will be displayed.

A person record contains the name, address, and other important contact information for individuals in your address book or rolodex. With the help of InformationSAFE contact record, it is possible to retrieve and integrate contact information in any form or document. InformationSAFE helps you to easily manage and track all your personal contacts while handling your other vital information.

1. Open any form within InformationSAFE application. In the example, Personal Info:My Profile is opened. Click the Add New Person.. option in the Person drop down list.
2. The Add New Person form will be displayed. Enter the First Name of the contact that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
3. Enter the Last name of the contact into the text entry box.
4. Enter Company name, Title, and Email Id of the contact in the respective text entry fields.
5. Enter the Work, Home, Mobile, and Fax numbers if any of the contact in the respective fields under the Phones section.
6. You can even write descriptive information if any under the Notes section.
7. Under the Home tab, provide the home contact address of the client. Click the Business tab and provide the business contact address if any of the contact.
8. After filling in the required details of the contact, click the Save button at the end to save the contact information to your InformationSAFE database.

1. Click the People button in the tool bar.
2. The People page will be displayed. Click the New button in the right side column.
3. Enter the First Name of the contact that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
4. Enter the Last name of the contact into the text entry box.
5. Enter Company name, Title, and Email Id of the contact in the respective text entry fields.
6. Enter the Work, Home, Mobile, and Fax numbers if any of the contact in the respective fields under the Phones section.
7. You can even write descriptive information if any under the Notes section.
8. Under the Home tab, provide the home contact address of the client. Click the Business tab and provide the business contact address if any of the contact.
9. After filling in the required details of the contact, click the Save button at the end to save the contact information to your InformationSAFE database.

1. Click the People button in the tool bar.
2. The People page will be displayed. Select the contact that you want to delete and then click the Delete button in the right side column.
3. The Confirm Delete message will be displayed. Confirm the deletion of contact by clicking the Yes button to completely remove the contact from your InformationSAFE database.

1. Click the People button in the tool bar.
2. The People page will be displayed. Select the contact that you want to edit and make the neessary changes in the contact details.
3. Then click the Save button in the right side column to retain the changes made to the contact.

A Place record has the complete information of any of the location associated to you. It could be just your home or office or any other place on earth.With the help of InformationSAFE place record, it is possible to retrieve and integrate location information in any form or document. InformationSAFE helps you to easily manage and track all your places while handling your other vital information.

1. Open any form within InformationSAFE application. In the example, Personal Info:My Profile is opened. Click the Add New Place.. option in the Location drop down list.
2. The Add New Place form will be displayed. Enter the name of the Place that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
3. Enter the Street name of the place into the text entry box.
4. Enter the name of the City into the text entry box.
5. Select State and Country from respective drop down lists.
6. Enter the URL of the Website associated with the place if any.
7. You can merge a contact with the place. In the Contact Info section, enter the First name, Last name, Email and Phone number if any of the contact in respective text entry fields.
8. Enter the Work, Home, Mobile, and Fax numbers if any of the place in the respective fields under the Phones section.
9. You can even write descriptive information if any under the Notes section.
10. After filling in the required details of the place, click the Save button at the end to save the place information to your InformationSAFE database.

1. The Places page will be displayed. Click the New button in the right side column.
2. Enter the name of the Place that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
3. Enter the Street name of the place into the text entry box.
4. Enter the name of the City into the text entry box.
5. Select State and Country from respective drop down lists.
6. Enter the URL of the Website associated with the place if any.
7. You can merge a contact with the place. In the Contact Info section, enter the First name, Last name, Email and Phone number if any of the contact in respective text entry fields.
8. Enter the Work, Home, Mobile, and Fax numbers if any of the place in the respective fields under the Phones section.
9. You can even write descriptive information if any under the Notes section.
10. After filling in the required details of the place, click the Save button at the end to save the place information to your InformationSAFE database.

1. Click the Places button in the tool bar.
2. The Places page will be displayed. Select the place that you want to delete and then click the Delete button in the right side column.
3. The Confirm Delete message will be displayed. Confirm the deletion of place by clicking the Yes button to completely remove the place from your InformationSAFE database.

1. Click the Places button in the tool bar.
2. The Places page will be displayed. Select the place that you want to edit and make the necessary changes in the place details.
3. Then click the Save button in the right side column to retain the changes made to the place.

1. Click the Tools button in the tool bar.
2. In the Registration Profile tab, just change the First Name and Last name that you want to use, under Personal Information section.
3. Click the Update Profile button at the end to retain the changes.

1. Click the Tools button in the tool bar.
2. In the Registration Profile tab, just change the email address that you want to use, in the Email field.
3. Click the Update Profile button at the end to retain the changed email id for login and InformationSAFE communication purposes.

InformationSAFE has an interface that allows you to easily fill in details, organize and manage information.

The InformationSAFE interface is divided into 3 major sections.

1. Menu Bar
2. Tool Bar
3. Left Navigation Bar

Menu Bar

The InformationSAFE menu bar has the following menus.

• Personal Info
• Financial
• Insurance
• Legal
• Health
• Property
• Key Contacts

Tool Bar

The InformationSAFE tool bar allows you to quickly and easily access certain tools that form common tasks in managing various types of information. The tools include

• Print
• Share
• Search
• Contacts
• Places
• Settings
• Logout

Left Navigation Bar

The Left Navigation Bar opens up in the left section of the interface whenever a menu is selected. The related menu items and sub menu items are displayed in the navigation bar also. In the example to the right, the navigation bar has the menu items of the Personal Info menu. This facilitates easy and quick access to items. If you do not wish to use the navigation bar, you can simply close the same by clicking the icon,

The open and close buttons toggle accordingly.

The InformationSAFE menu bar has the following menus.

• Personal Info
• Financial
• Insurance
• Legal
• Health
• Property
• Key Contacts

Personal Info Menu

The Personal Info menu allows you to manage personal information such as My Profile, Emergency Info, Drivers License, Computer / Web, Employment, Family Related, Loyalty Programs, Home Alarm System, Locks, Memberships, Offline Access, Previous Address, PO Box, Safe Deposit Box, and Other PersonalInfo.

Financial Menu

The Financial Menu allows you to manage financial information such as Back Accounts, Cash, Company Benefit Plan, Credit, Non -- Retirement Income, Investments, Purchase Records, Retirement Related, Taxes, and Other Financial.

Insurance Menu

The Insurance Menu allows you to manage insurance information such as Accident, Dental, Disability, Drug, Health, Home Related, Life, Long Term Care, Umbrella, Vehicles, and Other Insurance.

Legal Menu

The Legal Menu allows you to manage legal information such as Birth Certificates, Citizenship Records, Contracts, Copyrights, Death Certificates, Deeds, Estate Planning, Immigration, Leases, Marriage Related, Passport, Visas, Work Related, and Other Legal.

Health Menu

The Health Menu allows you to manage health information such as Dental Records, Medical History, Medical Information, Other Health, and Final Arrangements.

Property Menu

The Property Menu allows you to manage property information such as Real Estate, Small Business, Vehicles, Collectibles, Dining / Kitchen, Equipment, Jewelry, Media, and Other Home Related.

Key Contacts Menu

The Key Contacts Menu allows you to manage key contact information such as Accountant, Address Book, Attorney, Auto Mechanic, Doctors, Family members, Financial Advisor, Friends, Funeral Director, Home ---- Related, Instructors, Insurance Agent, Mentor / Life Coach, Real Estate Broker, Schools, Spiritual Advisor / Clergy, Telecom Providers, Utilities, and Other Key Contacts.

The InformationSAFE tool bar allows you to quickly and easily access certain tools that form common tasks in managing various types of information. The tools include

• Print
• Share
• Search
• Contacts
• Places
• Settings
• Logout

Print

The Print tool provides access to InformationSAFE's document printing utility that allows you to create printable documents containing the information you have recorded in InformationSAFE.

Share

The Share tool provides access to InformationSAFE's email -- based document sharing feature through which you can securely share your information with loved ones and other trusted friends or service providers.

Search

The Search tool allows you to search for records within InformationSAFE based on keywords, names, people, places, or phone number.

Contacts

The Contacts tool allows you to manage people contact information stored within your Contacts directory.

Places

The Places tool allows you to manage information on the location stored within your Places directory.

Settings

The Settings tool allows you to manage a variety of program settings including online &local data backups, your registration profile, and the storage location of your InformationSAFE database.

Logout

The Logout tool allows you to log out of InformationSAFE application.

The Left Navigation Bar opens up in the left section of the interface whenever a menu is selected. The related menu items and sub menu items are displayed in the navigation bar also. In the example to the right, the navigation bar has the menu items of the Personal Info menu. This facilitates easy and quick access to items. If you do not wish to use the navigation bar, you can simply close the same by clicking the icon,

The open and close buttons toggle accordingly.

The Left Navigation Bar opens up in the left section of the interface whenever a menu is selected. The related menu items and sub menu items are displayed in the navigation bar also. The closed navigation bar can be opened by clicking the icon,

in the navigation bar.

Whenever you do not wish to use navigation bar, you can simply close the same by clicking the icon.

To open a drop-down menu click on the menu name across the top.The menu opens beneath your cursor.

If a particular menu item in the drop-down list has submenu options that item will be marked with a folder icon.Click on the that icon or item name to expand the submenu associated with it.

We can easily identify whether a form has been completed or not, by observing the fields of the form. Whenever a form is not filled, it will have its first text entry box highlighted with red box.

If the form is completed, we can see that most of the important and mandatory fields are filled with information.

You need to properly fill the fields of the form before attempting to save it. There are only few types of fields that are used for filling forms.

1. Text box -- It allows you to simply enter text information in its field just like the way you do in any text editor. You can either add or delete characters or letters or symbols. Some text entry fields are numeric only but some text fields allow both characters and numbers.Most of them allow single line of text entry. But some like Notes and Address fields allow multiple lines of text entries.
2. Drop Down List -- It allows you to select one of the options from the drop down list. You cannot add your own items to the list. You can only select from the existing list. By typing the first character of the items in the list, you can select the required item quickly in longer lists.
3. Text field with Calendar -- It allows you to select specific date from the calendar. You'll simply click the calendar icon to the right of the text entry field. Then select the specific year by using up and down arrows beside Year, click the arrows to the left and right of month to select specific month and select the day from the Calendar of that month.

Enter necessary information in the fields and then save the form, by clicking the Save button in the right section of the form or at the end of the form. The Save option is available in all of the forms in InformationSAFE.

To delete a tab, simply click the tab that you want to delete within a form and click the Delete button at the end of the form.

To create a new tab, simply click the New Form tab in any form.

To select people or contact within a form, click the drop down list in the fields that relate to the names of people or contact and select the required contact or person from the list.

To select a place or location within a form, click the drop down list in the fields that relate to the names of places or locations and select the required place or location from the list.

1. Open any form within InformationSAFE application. In the example, Personal Info:My Profile is opened. Click the Add New Person.. option in the Person drop down list.
2. The Add New Person form will be displayed. Enter the First Name of the contact that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
3. Enter the Last name of the contact into the text entry box.
4. Enter Company name, Title, and Email Id of the contact in the respective text entry fields.
5. Enter the Work, Home, Mobile, and Fax numbers if any of the contact in the respective fields under the Phones section.
6. You can even write descriptive information if any under the Notes section.
7. Under the Home tab, provide the home contact address of the client. Click the Business tab and provide the business contact address if any of the contact.
8. After filling in the required details of the contact, click the Save button at the end to save the contact information to your InformationSAFE database.

1. Open any form within InformationSAFE application.
2. Click the Add New Place.. option in the Location drop down list.
3. The Add New Place form will be displayed. Enter the name of the Place that you want to add into the text entry box. Press Tab on your keyboard to go to the next text entry box.
4. Enter the Street name of the place into the text entry box.
5. Enter the name of the City into the text entry box.
6. Select State and Country from respective drop down lists.
7. Enter the URL of the Website associated with the place if any.
8. You can merge a contact with the place. In the Contact Info section, enter the First name, Last name, Email and Phone number if any of the contact in respective text entry fields.
9. Enter the Work, Home, Mobile, and Fax numbers if any of the place in the respective fields under the Phones section.
10. You can even write descriptive information if any under the Notes section.
11. After filling in the required details of the place, click the Save button at the end to save the place information to your InformationSAFE database.

Open any form. You'll notice the Notes section in the right section of the form. Just enter descriptive notes or information under the Notes section and click the Save button.

All forms in InformationSAFE allow you to add related files to your information categories.

1. To add a file, simply click the Add button in the right section of the form.
2. The Standard File Open dialog will be displayed. Select the file that you wish to add, by tracing its path on your computer.
3. Now the file gets listed in the Files section. Similarly you can add files to your specific information category.

You can view all the files that you have uploaded to your information categories.

1. Simply select the file that you wish to view from the list of files uploaded in the Files section and then click the View button as shown below.
2. The file opens in its related application format.

You can delete all the files that you have uploaded to your information categories.

1. Simply select the file that you wish to delete from the list of files uploaded in the Files section and then click the Delete button as shown below.
2. Confirm deletion of the file by clicking Yes button in the message box.
3. The file is removed from the list.

At the right end section of the form, you have the option to increase or decrease the size of the text shown on it.

By moving the triangular icon to the left, the text size decreases and by moving the same to the right, the text size increases.

In every form, there is an option to the right of the Save button in the right section of the form and it shows when the form was last updated.

1. Click the Services menu option at the top of the website home page.
2. From the Sign In screen enter your username and password.You will then be taken to the Services page."
3. Click the Registration Info tab and from that tab click and the Cancel Subscription link.
4. Confirm that you want to cancel your subscription by clicking OK.Your subscription will then end automatically at the end of whatever term you had last paid for.
5. Once your request is received, we will respond to you within 24 hours.

1. Click the Services menu option at the top of the website home page.
2. From the Sign In screen enter your username and password.You will then be taken to the Services page."
3. Click the Registration Info tab and from that tab click and the Update Billing Information link.
4. Enter your new information and then click Save.

You can contact InformationSAFE at any time if you have a problem with or question about your software.

• To contact InformationSAFE about general inquiries, whether or not you are a current clickclick the Contact Us link in the top right corner of our web site.
• To contact InformationSAFE about a software problem or question, click the Support menu otpion at the top of the website home page.Then click the Help Request icon and fill out the Help Request form.An InformationSAFE representative will respond back to you about your problem

1. Click the Support menu option at the top of the website home page.
2. From the Customer Support page click on the icon labled "Submit Help Request."
3. If you are not already logged in you will be prompted to do so.
4. Fill out the Help Request form and click the Submit button.
5. 5.An InformationSAFE representative will investigate your issue and respond back to you promptly.

1. Click the Support menu option at the top of the website home page.
2. From the Customer Support page click on the icon labled "KnowledgeBase."
3. Enter whatever terms are appropriate to your question and execute a search.
4. You will be presented with a list of all support articles, FAQs, and video tutorials which match your search terms.
5. Click on any item to view it.

1. Click the Support menu option at the top of the website home page.
2. From the Customer Support page click on the icon labled "Frequently Asked Questions."
3. Frequently Asked Questions (FAQs) are grouped by category.Click on any Category to expand the list of FAQs within it.Click on any Question to expand to see its answer.