Template Builder

The Template Builder lets you define your own record structures for any kind of confidential data.

Opening the Template Editor

1. Click the ⚙️ “Settings” button on the toolbar.
2. Go to the “Templates” tab.

Creating a New Template

1. Click “New Template”.
2. Enter a name for the template (for example, “API Keys and Tokens” or “Passport Details”).
3. Add the sections you need (for example, “General”, “Backup Settings”).
4. Add fields to each section, specifying their names and data types (Text, Password, URL, Note, etc.).
5. Click “Save Template”.

Once saved, the new template appears in the quick-create menu for new records.