Codebook Help icon Codebook Help

Syncing with a New Device

Once you've started using Codebook's Sync feature, you'll eventually want to add a new computer or other mobile device to the family of devices you are syncing. This requires installing Codebook on that device, and adding your Sync Key to Codebook on the device. You can accomplish this with the Add a New Device feature.

On macOS:

  1. Install Codebook on your new device.
  2. Launch Codebook. Create a Master Password, reenter to confirm.
  3. Click on Set Password
  4. You will be prompted to Enable Touch ID Login, if this feature is available on your device.
  5. You will be asked if you would like to Enable Statistics
  6. You will be asked if you would like to Enable Password Review
  7. You will be asked - Do you already use Codebook?  Select Yes, I want to restore my data
  8. You can sync your data using Desktop WiFi, Dropbox or Google Drive. Choose Sync Service from the drop down list.
  9. Click on Continue
  10. The Setup Your Sync Key menu will be displayed. You will be asked - Have you already created your Sync Key in another copy of Codebook?  Click on Yes
  11. The Import Sync Key screen will be displayed. Click on Scan Sync Key
  12. You may be prompted to allow codebook to have access to your new device's camera. Click on Yes
  13. Point the camera at your Sync Key QR code and it will capture the code. You can scan a printed backup of the QR code or display it on another device.
  14. The Decrypt Sync Key menu will be displayed. Enter the Master Password of the device you're scanning the QR code from to decrypt the scanned Sync Key.Click on Submit
  15. The message Decrypting the scanned Sync Key will be displayed, followed by the Sync Key Captured screen. Click on Next
  16. If you have linked to Dropbox or Google Drive, the Update Cloud Sync Services screen will be displayed. Click on Update Cloud Services to update your remote device(s).
  17. After the check mark indicating all cloud services have been updated is displayed, click on Next - the sync process will update your device with the data on the selected sync service.
  18. The Sync Key Setup Complete screen will be displayed. This screen contains links to the Codebook User Guide and detailed Sync Key and Filling in Forms information. Tap Done The Sync process will run to update this device with the data you have previously synced.

On Windows:

  1. Install Codebook on your new device.
  2. You will be prompted to Enter a master password. Click on Login
  3. You will be prompted to Please confirm new master password. Click on Login
  4. The Setup Your Sync Key screen will be displayed. You will be asked - Have you already created your Sync Key in another copy of Codebook? Click Yes Click Next
  5. The Import Sync Key screen will be displayed. The message An existing Sync Key can be imported via QR code, or a word list will be displayed. Click Scan QR code Click Next
  6. The Scan QR Code screen will be displayed. You may be prompted to allow codebook to have access to your new device's camera. If so, Click Yes
  7. Point the camera at your Sync Key QR code and it will capture the code. You can scan a printed backup of the QR code or display it on another device.
  8. After you have scanned the QR Code, Enter the master password associated with this QR code Click Process
  9. The message Processing QR Code will be displayed, followed by the Sync Key Imported screen. Click on Next
  10. If you have a Dropbox or Google Drive account already linked you will be prompted to update them to use the Codebook 4 Sync System.
  11. The Setup Complete! screen will be displayed. Click Done to use Codebook.
  12. To sync your data with another device:
    1. Click on File > Preferences. Select the method you would like to use to sync (Dropbox, Google Drive, Desktop Wifi or Local folder). Click OK. If you chose a cloud service (Google Drive or Dropbox), you may be prompted to login in and/or allow Codebook access your account.
    2. Click Sync > Sync with (method just selected). Your device will be updated with the data from the selected sync method.

On iOS:

  1. Install Codebook on your new device.
  2. Tap Get Started
  3. Create a Master Password, reenter to confirm.
  4. Tap Next
  5. You will be prompted to Enable Touch ID Login or Enable Face ID Login, if this feature is available on your device.
  6. You will be asked if you would like to Enable Notifications
  7. You will be asked if you would like to Send Statistics
  8. You will be given the option to select a sync option - If you already use Codebook you can sync your data using one of these providers.Google Drive Dropbox Desktop WiFi Select the method you would like to use for syncing.
  9. The Sync menu will be displayed. Tap Setup Sync Key
  10. The Setup Your Sync Key screen will be displayed. You will be asked - Have you already created your Sync Key in another copy of Codebook? Click on Yes
  11. The Scan Sync Key screen will be displayed. Tap Scan Sync Key
  12. You may be prompted to allow codebook to have access to your new device's camera. Tap OK
  13. Point the camera at your Sync Key QR code and it will capture the code. You can scan a printed backup of the QR code or display it on another device.
  14. Enter the Master Password of the device you're scanning the QR code from to decrypt the scanned Sync Key. This is either the current master password of the device displaying the sync key or the master password written on the printed Codebook Backup Code.
  15. Tap Done
  16. The message Decrypting the scanned Sync Key will be displayed, followed by Sync Key Captured screen.
  17. If you have linked to Dropbox or Google Drive, the Update Cloud Sync Services screen will be displayed. Click on Update Cloud Services to update your remote device(s).
  18. After the check mark indicating all cloud services have been updated is displayed, click on Done
  19. The Sync Key Setup Complete screen will be displayed. This screen contains links to the Codebook User Guide and detailed Sync Key and Password AutoFill Information. Tap Done. The Sync menu will be displayed.
  20. Tap Start to update this device with the data you have previously synced.
  21. Click on Done. The Codebook Categories screen will be displayed.

On Android:

  1. Install Codebook on your new device.
  2. Set the master password - Tap GO
  3. Confirm your password - Tap GO
  4. If the feature is available on your device, you will be prompted to allow Codebook to use Fingerprint Authentication
  5. The Setup Your Sync Key screen will be displayed. You will be asked - Have you previously created a Sync Key within Codebook on another platform or device? Tap Yes
  6. The Import Sync Key screen will be displayed. Tap Scan QR Code
  7. You may be prompted to allow codebook to have access to your new device's camera. Click on OK
  8. The Codebook Synchronization Key screen will be displayed. Tap the QR code below to scan an existing Sync Key.
  9. Point the camera at your Sync Key QR code and it will capture the code. You can scan a printed backup of the QR code or display it on another device.
  10. QR Code Captured will be displayed. Enter the master password associated with the Sync Key. This is either the current master password of the device displaying the sync key or the master password written on the printed Codebook Backup Code.
  11. Tap Process
  12. The message Processing QR Code will be displayed, followed by the Setup Complete screen. This screen contains links to the Codebook User Guide and detailed Sync Key Information. Tap Done. The Codebook Categories screen will be displayed.
  13. To sync your data with another device:
    1. Tap on Home > Sync
    2. Tap Mode and select the sync method you would like to use to sync (Dropbox, Google Drive or WiFi).
      • If you selected a cloud service, Tap Account and select the Google Drive or Dropbox account you would like to use for syncing. You may be prompted to login in and/or allow Codebook access your account. You will then be prompted for your Master Password.
      • If you selected WiFi, Tap Computer to choose the local network you will use to sync.
    3. Click the Sync button on the toolbar to run synchronization.