Create a record

When you log in to OfficeNEXT Safebox, you will see the default shared information records added by your company's OfficeNEXT Safebox administrator, and you can create your own new records to share with other employees in your company. In OfficeNEXT Safebox, one instance (created information) is called a record.

Safebox screen

You can create a new record by clicking the "Create New" button in the upper left corner of the OfficeNEXT Safebox.

OfficeNEXT Safebox allows you to create and store various types of records securely. Follow the steps below to create a new record:

Create a record

1

Click the "Create New" button

To begin creating a new record:

  • Click the “Create New” button located in the top-left corner of the OfficeNEXT Safebox interface.

  • A 'Create' window opens on the right for creating a new record.

Create New Record Screen
2

In the "Create" window, select a template.

OfficeNEXT Safebox provides several predefined templates to suit different types of data. The available templates include:

  • Web Login: For storing website credentials such as URLs, usernames, and passwords.

  • Basic: For storing general information.

  • Login: For managing non-web-based credentials.

  • Server: For server access credentials, including hostnames and passwords.

  • SSH: For SSH key management.

Choose the template that best fits the type of information you want to store.

Template selection menu
3

Enter Record Information

Items marked with a red check mark () are required fields, so you must enter them to save.

Once a template is selected:

  • You will be directed to the record creation form based on the chosen template.

  • Fill in the required fields, such as usernames, passwords, URLs, or notes, depending on the template.

  • Optional fields can be filled out for more comprehensive record details.

For example, if you choose the Web Login template:

  • Enter the website URL.

  • Provide the username and password.

  • You can add a note or attach a related file if necessary.

Fill in the required fields
4

Save the Record

After entering all necessary details:

  • Click the “Save” button at the bottom of the Create window to finalize and store the record.

  • Once saved, the new record will appear in your My Records list, and it can also be accessed in the All Records view.

Using the record creation template

OfficeNEXT Safebox provides five templates for different purposes, allowing you to systematically store and manage various types of security information. The templates provided in the creation window include five templates: Basic, Login, Server, SSH Key, and Web Login. Users can add the necessary fields to the basic template to utilize it in various ways.

Types of templates

When you type in any field that allows you to enter text, a 'copy' icon will appear on the right side of the field, allowing you to copy the content. You can easily copy it by clicking on it. For example, when you type in fields such as Title, Username, Password, Website, Note, Public Key, Private Key, Passphrase, Hostname or IP Address, Secure Text, Email, PIN, URL, Secure Note, etc., a copy () icon will appear.

1. Default Template

This is a template that allows you to create the most basic form of record.

  • Title: Enter a name that can distinguish the record

  • Notes: Store free-form text information

  • Add Custom Fields: Create additional fields as needed

Default Template

2. Login Template

This is a template for storing general system login information.

  • Title: A name to distinguish login information.

  • ID: Account name used for login.

  • Password: Save the password

    • Hide: Password masking. Passwords are hidden as ****.

    • Password Generator: Generate a secure new password

  • Files: Attach a relevant document or file

  • Note: Record additional information

  • Add Custom Field: Create a field to enter additional information as needed

3. Server Template

This is a dedicated template for storing server connection information.

  • Title: Server information identification name

  • Hostname or IP address: Server connection address

  • ID: Server login account

  • Password: Server connection password

    • Copy function: Quick copy to clipboard

    • Hide: Password masking. Password is hidden as ****.

    • Password generator: Generate a secure new password

  • Files: Attach server-related documents

  • Note: Record additional server-related information

  • Add custom field: Select a new additional information field

4. SSH Key Template

This is a template for saving key pair information required for SSH connection.

  • Title: SSH key identifier name

  • ID: SSH connection account name

  • Public key: Save Public Key

  • Private key: Save Private Key

  • Passphrase: SSH key passphrase

    • Hide: Password masking. Password is hidden as ****.

    • Password generator: Create a secure new password

  • Files: Attach related documents

  • Note: Record additional information

  • Add custom field: Create additional fields as needed

5. Web Login Template

This is a dedicated template for saving website login information. The default icon of the web login template is a globe, but if a logo is registered in the app logo service, the logo retrieved from the app logo service is displayed.

  • Title: Website login information identifier name

  • ID: Website login account

  • Password: Website password

    • Hide: Password masking. Password is hidden as ****.

    • Password generator: Generate a secure new password

  • Website: Login page URL

  • Files: Attach related documents

  • Note: Record additional information

  • Add custom field: Create additional information input fields as needed

Each template allows you to add custom fields in addition to the fields provided by default, allowing you to manage information on a record-by-record basis to suit your needs.

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