Skip to content

Create First Record

Overview

This guide provides step-by-step instructions for accessing your secure UnoLock vault, creating and managing notes, and securely logging out. Follow these steps to organize and protect your critical data effectively.

Prerequisites

  • A configured secure UnoLock vault (see the "Safe Creation" guide for setup instructions).
  • A supported device with the UnoLock PWA installed or accessible via a modern browser.
  • Your access key name and secure PIN, set during vault creation.
  • Familiarity with your device’s authentication methods (e.g., fingerprint, facial recognition, or FIDO2-compatible hardware key).

Access Your Vault

  1. Launch the UnoLock PWA on your device.
  2. Authenticate using your device’s standard method (e.g., fingerprint scan, facial recognition, or FIDO2 passkey).
  3. Note: If the authentication method label differs (e.g., “Device Authentication”), verify the terminology in the current UI.
  4. Choose your vault’s access key name from the list of available keys.
  5. Recommendation: A screenshot of the access key selection screen would clarify this step, especially if multiple keys are listed.
  6. Input the secure PIN you set during vault setup.
  7. Note: The PIN may be referred to as a “secure PIN” in the app. Confirm the correct term in the current UI.

Create a New Note

  1. Inside your vault, locate and click the New Note button.
  2. Note: If the “New Note” button is not visible, check for alternative labels like “Add Record” or “Create Note” in the current UI.
  3. Enter a meaningful title for your note (e.g., “Meeting Notes” or “Password List”).
  4. Ensure the title is descriptive to facilitate future retrieval.
  5. Populate the text area with your critical data or notes (e.g., text, lists, or other information).
  6. Click Save to securely store the note in your vault.
  7. Recommendation: A screenshot of the note creation interface, showing the title field, text area, and “Save” button, would enhance clarity.

Manage Saved Notes

  1. Access management options via the note’s interface or an associated menu (e.g., a “More Options” menu).
  2. Pin the note by selecting the Pin option to keep it easily accessible at the top of your vault’s list (useful for frequently accessed records).
  3. Customize the background by selecting the Customize Background option (or similar, e.g., “Change Theme”) and choosing a color (e.g., blue for work notes, green for personal).
  4. Note: If background customization is unavailable, verify the current UI.
  5. Access additional options by clicking the “More Options” menu (often represented by three dots) on the note:
  6. Delete: Remove the note if no longer needed, confirming deletion to avoid accidental data loss.
  7. Lock for Immutability: Lock the note to prevent further edits, preserving its integrity (ensure no further edits are needed before locking).
  8. Add Files: Attach files (e.g., documents, images) by selecting a file from your device and confirming the upload.
  9. Assign a Label: Categorize the note with a label (e.g., “Work,” “Personal”) by entering or selecting a label as prompted.
  10. Recommendation: A screenshot of the “More Options” menu with all options visible would help users locate these features.
  11. Note: The term “ellipses menu” may be outdated and could now be labeled as “More Options” or “Actions.” Confirm the current menu name.

Exit the Vault

  1. Find the lock symbol in the top right corner of the vault interface.
  2. Note: If the lock symbol is not visible or has been replaced (e.g., with a “Log Out” button), check the current UI for the logout option.
  3. Click the lock symbol.
  4. Select Exit Now to securely log out of your vault.
  5. Recommendation: A screenshot highlighting the lock symbol and “Exit Now” option would clarify this step.

Next

Next: More Record Functions