• Android
  • iOS
  • macOS
  • Windows

🚧 This is beta documentation for Codebook version 5.3.0, which has not yet been publicly released.

Create Sharing Contacts

The Codebook Cloud Secure Sharing feature allows you to securely share a Codebook entry with another Codebook Cloud user. In order to use the sharing feature, you will need to confirm that you trust another user, thus establishing a sharing contact. There are three steps to creating a sharing contact. Both parties of the trusted sharing relationship must confirm the relationhip.

  1. Requestor Adds a New Contact
  2. Contact Approves Pending Contact
  3. Requestor Trusts Contact

If your Codebook Cloud account is part of a Family Plan subscription you do not need to establish trust with other members of your plan. Members of the same Family Plan are automatically trusted contacts.

On android

    1. Make sure you are signed in to your Codebook Cloud account.

      In this example, mmalibu@zetetic.net is going to add maryrigby02@gmail.com as a new contact.

      On the Sync screen, tap Manage Contacts.

      Sync Sharing Menu - Home menu to display sync option Sync Sharing Menu - Replace Sharing Key option

    2. Enter the email address in the Add New Contact field.

    3. Click icons8 send icon to send the request. You will see the message "Your request has been sent."

      Add New Contact on the Contacts screen

      The new contact, in this case maryrigby02@zetetic.net, will receive an email letting her know about the request to securely share data. If she does not have a Codebook Cloud subscription, the email will contain a special subscription offer. If she does have a subscription, the email will contain a link to respond to the contact request.

  2. The recipient of the contact request (the person you want to share data with) must perform this next step. In this example, maryrigby02@gmail.com will approve a contact request from mmalibu@zetetic.net.

    1. On the Sync screen, tap Manage Contacts.

      Sync Sharing Menu - Home menu to display sync option Navigation to Sync Sharing Manage Contacts Screen

      From this point, there are two ways to Approve a Pending Contact.

      • OPTION 1:
        1. Tap on the name of the pending contact to display the available options for that contact. The requestors name, email and fingerprint will be displayed.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Sync Sharing Manage Contacts Screen

        2. Tap Approve Contact

          Sync Sharing - Manage Contacts - Pending Contacts Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

      • OPTION 2:
        1. Long tap on the contact to display the available options for the contact.

          View Pending Contacts Screen

        2. The available options will be displayed. Tap View Details

          Sync Sharing Contacts Details Screen

        3. The requestors name and email will be displayed. There are options to Approve Contact or Reject Contact. The requestors fingerprint is also displayed.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Tap Approve Contact.

          Sync Sharing Contact Details Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

  3. The original requestor will receive a notification of a Pending Contact. In this case, mmalibu@zetetic.net will trust maryrigby02@gmail.com.

    1. On the Sync screen, tap Manage Contacts.

      Sync Sharing Menu - Home menu to display sync option Navigation to Sync Sharing Manage Contacts Screen

    2. Tap on the name of the pending contact to display the available options for that contact. The requestors name, email and fingerprint will be displayed.

      For more information about the fingerprint and how to use it to verify the requestors identity, click here.

    3. Tap Trust Contact.

      Sync Sharing - Manage Contacts - Pending Contacts Screen

You will not receive shared data from any sender if you have Pending Contact requests.

On ios

Steps for Establishing Trust

  1. Requestor Adds a New Contact

    1. Make sure you are signed in to your Codebook Cloud account.

      In this example, mmalibu@zetetic.net is going to add maryrigby02@gmail.com as a new contact.

      Tap Sync on the tab bar.

    2. Tap Sync -> Manage Contacts.

      Sync Tab Bar Sync Sharing Manage Contacts Screen

    3. Enter the email address in the Add New Contact field.

    4. Tap paperplane send icon to send the request. You will see the message "Your request has been sent."

      Add New Contact on the Contacts screen

      The new contact, in this case maryrigby02@zetetic.net, will receive an email letting her know about the request to securely share data. If she does not have a Codebook Cloud subscription, the email will contain a special subscription offer. If she does have a subscription, the email will contain a link to respond to the contact request.

  2. Contact Approves Request

    The recipient of the contact request (the person you want to share data with) must perform this next step. In this example, maryrigby02@gmail.com will approve a contact request from mmalibu@zetetic.net.

    1. Tap Sync -> Manage Contacts.

      Navigation to Sync Sharing Manage Contacts Screen

      From this point, there are two ways to Approve a Pending Contact.

      • OPTION 1:
        1. Tap on the three dots ellipsis in circle icon to display the available options for that contact. The requestors name, email and fingerprint will be displayed in the Pending Contacts section of the Contacts screen.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Sync Sharing Manage Contacts Screen

        2. Tap Approve Contact

          Sync Sharing - Manage Contacts - Pending Contacts Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

      • OPTION 2:
        1. Tap on the contact to display the available options for the contact.

          Sync Sharing Contacts Details Screen

        2. The requestors name and email will be displayed. There are buttons to Approve Contact, Reject Contact and Copy Fingerprint. The requestors fingerprint is also displayed.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Tap Approve Contact.

          Sync Sharing Contact Details Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

  3. Trust Pending Contact

    The original requestor will receive a notification of a Pending Contact. In this case, mmalibu@zetetic.net will trust maryrigby02@gmail.com.

    1. Access the Contacts screen to see the Pending Contacts. From the Sync Menu, select Sharing -> Manage Contacts.

      Tap Sync -> Manage Contacts.

    2. Tap on the three dots ellipsis in circle icon to display the available options.

      Sync Sharing Manage Contacts Screen - View Pending

    3. Tap Trust Contact.

      Sync Sharing - Manage Contacts - Pending Contacts Screen

You will not receive shared data from any sender if you have Pending Contact requests.

On macos

Steps for Establishing Trust

  1. Requestor Adds a New Contact

    1. Make sure you are signed in to your Codebook Cloud account.

      In this example, mmalibu@zetetic.net is going to add maryrigby02@gmail.com as a new contact.

      From the Sync Menu, select Sharing -> Manage Contacts.

      Sync Sharing Manage Contacts Screen

    2. Enter the email address in the Add New Contact field.

    3. Click send. paperplane send icon You will see the message "Your request has been sent."

      Add New Contact on the Contacts screen

      The new contact, in this case maryrigby02@zetetic.net, will receive an email letting her know about the request to securely share data. If she does not have a Codebook Cloud subscription, the email will contain a special subscription offer. If she does have a subscription, the email will contain a link to respond to the contact request.

  2. Contact Approves Request

    The recipient of the contact request (the person you want to share data with) must perform this next step. In this example, maryrigby02@gmail.com will approve a contact request from mmalibu@zetetic.net.

    1. Access the Contacts screen to see the Pending Contacts. From the Sync Menu, select Sharing -> Manage Contacts.

      Navigation to Sync Sharing Manage Contacts Screen

      From this point, there are two ways to Approve a Pending Contact.

      • OPTION 1:
        1. Click on the three dots ellipsis in circle icon to display the available options for that contact. The requestors name, email and fingerprint will be displayed in the Pending Contacts section of the Contacts screen.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Sync Sharing Manage Contacts Screen

        2. Click Approve Contact

          Sync Sharing - Manage Contacts - Pending Contacts Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

      • OPTION 2:
        1. Click on the contact to display the available options for the contact.

          Sync Sharing Contacts Details Screen

        2. The requestors name and email will be displayed. There are buttons to Approve Contact, Reject Contact and Copy Fingerprint. The requestors fingerprint is also displayed.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Click Approve Contact.

          Sync Sharing Contact Details Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

  3. Trust Pending Contact

    The original requestor will receive a notification of a Pending Contact. In this case, mmalibu@zetetic.net will trust maryrigby02@gmail.com.

    1. Access the Contacts screen to see the Pending Contacts. From the Sync Menu, select Sharing -> Manage Contacts.

      Sync Sharing Manage Contacts Screen

    2. Click on the three dots to display the available options.

      Sync Sharing Manage Contacts Screen - View Pending

    3. Click Trust Contact.

      Sync Sharing - Manage Contacts - Pending Contacts Screen

You will not receive shared data from any sender if you have Pending Contact requests.

On windows

Steps for Establishing Trust

  1. Requestor Adds a New Contact

    1. Make sure you are signed in to your Codebook Cloud account.

      In this example, mmalibu@zetetic.net is going to add maryrigby02@gmail.com as a new contact.

      From the Sync Menu, select Sharing -> Manage Contacts.

      Sync Sharing Manage Contacts Screen

    2. Click Add Contact

      Contacts window

    3. Enter the email address.

    4. Click Send.

      Contacts window showing email address entry field

      You will see the message "Your request has been sent."

      Add New Contact on the Contacts window showing email address filled in

      The new contact, in this case maryrigby02@zetetic.net, will receive an email letting her know about the request to securely share data. If she does not have a Codebook Cloud subscription, the email will contain a special subscription offer. If she does have a subscription, the email will contain a link to respond to the contact request.

  2. Contact Approves Request

    The recipient of the contact request (the person you want to share data with) must perform this next step. In this example, maryrigby02@gmail.com will approve a contact request from mmalibu@zetetic.net.

    1. Access the Contacts screen to see the Pending Contacts. From the Sync Menu, select Sharing -> Manage Contacts.

      Navigation to Sync Sharing Manage Contacts Screen

      From this point, there are two ways to Approve a Pending Contact.

      • OPTION 1:
        1. Click the Manage drop down menu to display the available options for that contact. The requestors name, email and fingerprint will be displayed in the Pending Contacts section of the Contacts screen.

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

          Sync Sharing Manage Contacts Screen

        2. Click Approve Contact

          Sync Sharing - Manage Contacts - Pending Contacts Screen

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

      • OPTION 2:
        1. Double click on the contact or click on the down arrow to display the details for the contact.

          Sync Sharing Contacts Details Screen

        2. Click the Manage drop down menu to display the available options for that contact.

          Sync Sharing Contact Details Screen

          For more information about the fingerprint and how to use it to verify the requestors identity, click here.

        3. Click Approve Contact.

          Sync Sharing Contact Details Screen showing manage options

          The status of the contact is changed to trusted. maryrigby02@gmail.com is now ready to share entry information with mmalibu@zetetic.net.

          NOTE: mmalibu@zetetic.net still needs to Trust the response from maryrigby02@gmail.com to be able to receive shared entries.

          Sync Sharing - Manage Contacts - Trusted Contacts Screen

  3. Trust Pending Contact

    The original requestor will receive a notification of a Pending Contact. In this case, mmalibu@zetetic.net will trust maryrigby02@gmail.com.

    1. Access the Contacts screen to see the Pending Contacts. From the Sync Menu, select Sharing -> Manage Contacts.

      Sync Sharing Manage Contacts Screen

    2. Click theManage drop down menu to display the available options for that contact.

      Sync Sharing Manage Contacts Screen - View Pending

    3. Click Trust Contact from Pending Contacts or Contact Details.

      Sync Sharing - Manage Contacts - Pending Contacts Screen

      Sync Sharing - Manage Contacts - Pending Contacts Screen

You will not receive shared data from any sender if you have Pending Contact requests.