Settings and Preferences

On macos

Accessing Settings

Go to Codebook -> Settings... or use the shortcut ⌘+,

Settings

There are four tabs in Settings: General, Sync, Locking, Passwords. (If you are using the direct download version of Codebook for Mac, you will see a fifth tabs for Updates.)

1. General

   

   • Default focus to Search: When checked, the cursor will be in the search field when Codebook is launched.
   • Enable Secret Agent: When checked, Secret Agent is enabled. It allows you to quickly access and insert your Codebook data into other applications and browsers using a global keyboard shortcut without bringing up the main Codebook window. The default keyboard shortcut to invoke Secret Agent is Shift+⌘+\. You can adjust this to your liking but it must be a combination of 3 keys and not conflict with any hot-key combinations already in use by other applications. For more info click here.
   • Sort Labels by: When adding a new field, label names will be sorted by Name (default) or Frequency-of-use.
   • Sort Journal by: When using the Journal view which lists your note entries, they are sorted by Created date (default) or Updated date.
   • Enable data detection in notes: When enabled, data detection allows you to interact with websites, phone numbers, dates and more within Note entries. When in edit mode hover, over the data that can interact. Right click to show the available options.
   • Use fixed-width font for fields and notes: This may enable users to more easily read their data in fields and notes.
   • Clear shared clipboard after two minutes: When checked, data that is copied to the clipboard using the copy option from the edit menu or ⌘+C will be automatically cleared from the clipboard in 2 minutes. If you don't have the setting enabled, it will stay in the clipboard indefinitely until something else is copied. This setting is enabled by defaut.
   • Double-click on fields to copy to the clipboard: When checked, double-clicking on a field will copy it to the clipboard so it can be pasted. The exceptions are websites, URLs, emails and phone numbers which automatically open when they are double-clicked.
   • Send ananomyous usage statistics: When enabled, Codebook may collect anonymous usage statistics which will help us to learn more about how Codebook is being used and improve the app. For more info click here.

2. Sync

   The information that is displayed on the Sync tab varies based on the Sync Service that is selected.

   For Codebook Cloud:

   

   • Automatically sync with Codebook Cloud: When this box is checked, changes to your data will automatically be synced to your other devices via Codebook Cloud. This requires a subscription to the service and your other devices must be signed in to the same Codebook Cloud Account. The account listed is the email that is signed in. Unchecking the box will pause your changes from updating to Codebook Cloud. Changes made on this device will be captured and synced with Codebook Cloud when the service is enabled.
   • Sign Out: In addition to disabling Codebook Cloud sync, the Sign Out button will sign out of your Codebook Cloud account. You will need to sign back in with your Codebook Cloud Account password to resume syncing.
   • Subscription: This shows your subscription status and the date your account will expire.
   • Delete My Data: This button should be used with caution. This deletes all data yoiu have synced with Codebook Cloud from the Codebook Cloud servers.
   • The links Manage Your Account, Manage Your Subscription and Delete My Account all link to the Codebook Cloud Sign In page. You can access these functions from the Codebook Cloud Dashboard after logging in.

   For more info about setting up Codebook Cloud sync click here.

   For Desktop WiFi:

   

   The Desktop WiFi service lets you sync Codebook on a mobile device (e.g. Android, iPhone) with Codebook on a Mac or Windows PC over your local WiFi network. When Desktop WiFi is the sync service, the settings screen will display the computer name and the port that is will be used to perform the sync. For information to troubleshoot Wifi Sync click here.

   For more info about setting up Desktop WiFi sync click here.

   For Dropbox and Google Drive:

   

   When Dropbox or Google Drive are the selected sync service, the settings screen will display the Dropbox or Google Drive account that is linked for syncing. Use the Unlink button to unlink from your Dropbox or Google account.

   For more info about setting up Google Drive or Dropbox sync click here.

   For Local Folder Sync:

   

   When Local Folder is the sync service, if it has been setup, the Local sync folder that will be used for syncing will be displayed. Use the Choose Folder button to set or change the sync folder.

   For more info about setting up Local Folder sync click here.

3. Locking

   

   • Automatically lock after [selected time]: When enabled, Codebook will automatically lock after the specified time period when there is no searching or editing activity. The time period options are: 1 minute, 5 minutes, 10 minutes, 15 minutes, 30 minutes, 1 hour or 4 hours.
   • Lock on screen saver and lock screen: When enabled, Codebook will lock when the device screen saver or Lock Screen are on.
   • Post macOS notification on lock: When enabled, Codebook will post a macOS notication when Codebook is locked.

   • Enable Touch ID Login: When enabled, you will be able to use Touch ID to open Codebook. The Retrieve Password button will also be enabled so you can view your Master Password.

     Note: If you update or delete your Touch Id you will get an error the next time Codebook is launched. The Touch ID Error will state the the requested item was not found in the keychain. Login to Codebook with your Master Password and re-enable Touch ID login via Codebook -> Settings... Locking tab.

   • Reminder: When Touch ID is enabled, you can request a reminder to enter your Master Password at a specified time interval. This is to remind you of your Master Password which is needed if Touch Id becomes unavailable.

   For more info about Locking Codebook click here.

4. Passwords

   

   • Password AutoFill: Codebook AutoFill is an Extension for macOS, and has to be enabled in System Settings.

     For detailed instructions for enabling Password AutoFill click here.

     For detailed instructions on using Password AutoFill click here.

   • Password Review: To have Codebook review your password as you enter it, you must enable Password Review. This feature is disabled by default.

     For a detailed explanation of Password Review click here.

5. Updates - Direct Download only

   

   This tab is only displayed if you are using the direct download version of Codebook for Mac.

   • Automatically check for updates: If enabled, Codebook will check for updates hourly, daily, weekly or monthly based on the time frame set in the drop down menu.

   • Release Channel: Codebook is released to users via a Public and Beta version. The Channel that is selected will determine which version is checked for updates. The Beta version is used for testing.

   • Check for Updates: This button will cause an immediate check for an updated version of Codebook. You will receive a prompt that either says you're up to date or says there's a new version available and offers a button to install it.