• Android
  • iOS
  • macOS
  • Windows

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

Secure Sharing

The Secure Sharing feature of Codebook Cloud lets your securely share an entry with a "trusted" Codebook Cloud user. This trusted user is called a contact. For more information and instructions about creating contacts and establishing up trust with another user, click here.

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.

Sharing an Entry

On android

To share an entry:

  1. Select the entry you want to share.
  2. Click on the sharing icon sharing icon.

    Select Entry to be shared

  3. The Choose Recipient screen will be displayed showing your trusted and pending contacts.

    • For a Trusted Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Mary Rigby, a trusted contact.

        Select Trusted Contact to receive your entry

      2. The Confirm Share window will be displayed. The recipient's name will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Yes, I'm sure.

        Confirm Trusted Contact to receive your entry

    • For a Pending Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Hilda Keller a pending contact.

        Select Pending Contact to receive your entry

      2. You must trust the contact before you can share an entry. The Contact Details window will be displayed. After checking that this someone you want to trust, click Approve Contact.

        Confirm Trusted Contact to receive your entry

      3. The Confirm Share window will be displayed. The recipient's name will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Yes, I'm sure.

        Confirm Trusted Contact to receive your entry

The recipient will receive a notification they have one or more shared entries to view.

On ios

To share an entry:

  1. Select the entry you want to share.
  2. Click on the sharing icon sharing icon.

    Select Entry to be shared

  3. The Choose Recipient screen will be displayed showing your trusted and pending contacts.

    • For a Trusted Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Mary Rigby.

        Select Trusted Contact to receive your entry

      2. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Send.

        Confirm Trusted Contact to receive your entry

    • For a Pending Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Hilda Keller.

        Select Pending Contact to receive your entry

      2. You must trust the contact before you can share an entry. The Contact Details window will be displayed. After checking that this someone you want to trust, click Approve Contact.

        Confirm Trusted Contact to receive your entry

      3. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Send.

        Confirm Trusted Contact to receive your entry

The recipient will receive a notification they have one or more shared entries to view.

On macos

To share an entry:

  1. Select the entry you want to share.
  2. Click on the sharing icon sharing icon.

    Select Entry to be shared

  3. The Choose Recipient screen will be displayed showing your trusted and pending contacts.

    • For a Trusted Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Mary Rigby.

        Select Trusted Contact to receive your entry

      2. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Send.

        Confirm Trusted Contact to receive your entry

    • For a Pending Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Hilda Keller.

        Select Pending Contact to receive your entry

      2. You must trust the contact before you can share an entry. The Contact Details window will be displayed. After checking that this someone you want to trust, click Approve Contact.

        Confirm Trusted Contact to receive your entry

      3. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Send.

        Confirm Trusted Contact to receive your entry

The recipient will receive a notification they have one or more shared entries to view.

On windows

To share an entry:

  1. Select the entry you want to share.
  2. Click on the sharing icon sharing icon.

    Select Entry to be shared

  3. The Contacts screen will be displayed showing your trusted and pending contacts.

    • For a Trusted Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Mary Rigby.
      2. Click Share Entry.

        Select Trusted Contact to receive your entry

      3. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Share.

        Confirm Trusted Contact to receive your entry

    • For a Pending Contact:

      1. Click on the contact you want to receive the entry. In this case, we want to send the entry to Hilda Keller, who is a pending contact.

        Select Pending Contact to receive your entry

      2. You must trust the contact before you can share an entry. Click Manage.

        Select Pending Contact for approval

      3. Click Approve Contact from the drop-down list.

        Confirm Trusted Contact to share your entry

      4. The Confirm Share window will be displayed. The recipient's name and email will be displayed along with the name of the entry, number of fields and attachments it contains. If this is the correct contact, click Share.

        Share Entry with newly Trusted Contact

The recipient will receive a notification they have one or more shared entries to view.