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Add and manage Secure Notes in Dashlane

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Add and manage Secure Notes in Dashlane

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With Secure Notes, you can save important information that needs to be stored securely yet easily accessed. You can store information like alarm codes, account numbers, recovery keys for accounts unrelated to Dashlane, and private notes of up to 10,000 characters. You can share your notes securely with other people who use Dashlane.

You can also store photo IDs and other important documents safely by attaching them to Secure Notes. You can't share Secure Notes that have files attached, and you can't attach files to Secure Notes that are already shared. Files attached to Secure Notes aren't included in DASH or CSV export files.

More about attaching files to Secure Notes

Add a Secure Note

Select the app you're using to see how to add a Secure Note.

Create a Secure Note in the web app

  1. Go to the Secure Notes section in the web app.
  2. Select + Add new in the top menu. The editor opens.
  3. Enter a Title and your note content.

  4. Optionally, choose a color for the Secure Note icon in your list or add the note to one or more Collections.

    More about Collections

  5. If you have an account protected by a Master Password, you can select the Require Master Password checkbox for an added layer of security. We'll ask for your Master Password when you open the item.

    Require Master Password for individual Secure Notes

    If you log in using single sign-on (SSO), you won’t have the Require Master Password option.

    What's SSO?

    SSO means you use one login application to access Dashlane and other work accounts. Instead of a Master Password, you use your regular work password to log in to Dashlane. If you don't know whether you have SSO, ask your plan admin.

    More about SSO

  6. Select Save. The Save button appears after you add content to your Secure Note.

Create a Secure Note in the Dashlane iPad or macOS app

  1. Open the Dashlane app and go to the Secure Notes section.

  2. Select the plus (+) icon in the top right of the screen and then select Add Secure Note.

  3. The editor opens. Enter a Title and your note content.

  4. Optionally, choose a color for the Secure Note icon in your list or add the note to one or more Collections.

    More about Collections

  5. If you have an account protected by a Master Password, you can select Protect item to add an extra layer of security. When you open the item, we'll ask for your Master Password or biometrics like Touch ID or Face ID—unless you've entered your Master Password or used biometrics in the last five minutes.

    If you log in using single sign-on (SSO), you won’t have the Protect item option.

    What's SSO?

    SSO means you use one login application to access Dashlane and other work accounts. Instead of a Master Password, you use your regular work password to log in to Dashlane. If you don't know whether you have SSO, ask your plan admin.

    More about SSO

  6. Select the checkmark in the top right to save the Secure Note.

Create a Secure Note in the Android app

To add a Secure Note, select Vault in the Dashlane Android app main side menu. 

  1. On the All items screen, select + Add new and select Secure Notes. You can also select Secure Notes in the bar across the top.
  2. The editor opens. Enter a Title and your note content.

  3. Optionally, choose a color for the Secure Note icon in your list or add the note to one or more Collections.

    More about Collections

  4. If you have an account protected by a Master Password, you can select Protect item for an added layer of security. When you open the item, we'll ask for your Master Password or biometrics like your fingerprint—unless you've entered your Master Password or used biometrics in the last five minutes.

    If you log in using single sign-on (SSO), you won’t have the Protect item option.

    What's SSO?

    SSO means you use one login application to access Dashlane and other work accounts. Instead of a Master Password, you use your regular work password to log in to Dashlane. If you don't know if you have SSO, ask your plan admin.

    More about SSO

  5. Select the checkmark icon in the top right of the screen to save the note.


Create a Secure Note in the iPhone app

To add a Secure Note, select Home in the Dashlane iPhone app.

All item types appear in a bar near the top. Select Secure Notes and then select Add Secure Note.

You can also select the plus (+) icon in the top right of the Home screen.

  1. Select Add Secure Note from the menu.
  2. The editor opens. Enter a Title and your note content.

  3. Optionally, choose a color for the Secure Note icon in your list or add the note to one or more Collections.

    More about Collections

  4. If you have an account protected by a Master Password, you can select Protect item for an added layer of security. When you open the item, we'll ask for your Master Password or biometrics like Touch ID or Face ID—unless you've entered your Master Password or used biometrics in the last five minutes.

    If you log in using single sign-on (SSO), you won’t have the Protect item option.

    What's SSO?

    SSO means you use one login application to access Dashlane and other work accounts. Instead of a Master Password, you use your regular work password to log in to Dashlane. If you don't know if you have SSO, ask your plan admin.

    More about SSO

  5. Select Save, shown as a checkmark.

Edit a Secure Note

Select the app you're using to see how to edit a Secure Note.

Edit a Secure Note in the web app

  1. Open the Secure Note.
  2. Place your cursor in the Title or Content box where you want to make your changes or delete information.
  3. When you're finished, select Save at the bottom of the note.

Edit a Secure Note in the Dashlane iPad or macOS app

  1. Open the Secure Note and select Edit in the top right.
  2. Place your cursor in the Title or Note content box where you want to make your changes or delete information.
  3. When you're finished, select the checkmark in the top right to save your edits.

Edit a Secure Note in the Android app

  1. Open the Secure Note.
  2. Select Edit, shown as a pencil icon, in the top right.
  3. Place your cursor in the Title or Content box where you want to make your changes or delete information.
  4. When you're finished, select Save, shown as a checkmark, in the top right.

 

Edit a Secure Note in the iPhone app

  1. Open the Secure Note.
  2. Select Edit in the top right of the screen.
  3. Place your cursor in the Title or Note content box where you want to make your changes or delete information.
  4. When you're finished, select Save, shown as a checkmark, in the top right of the screen.

Attach files to a Secure Note

You can securely store sensitive documents, such as passports or birth certificates, by attaching them to Secure Notes. You can store up to 1 GB of files in your account, and each file can be up to 15 MB.

You can't share Secure Notes that have files attached, and you can't attach files to Secure Notes that are already shared. Files attached to Secure Notes aren't included in DASH or CSV export files.

You can store files in the most common formats, including these file types: DOC, DOCX, KEY, NUMBERS, ODS, ODT, PDF, PPT, PPTX, TXT, XLS, XLSX, 3GP, AAC, AVI, BMP, FLAC, GIF, JPG, M4A, MKV, MOV, MP3, MP4, MPG, OGG, PNG, RAW, TIFF, WAV, WEBM, WMV, 7Z, DB, RAR, and ZIP. You can also store documents without extensions.

Important: When you delete a file attached to a Secure Note, you can't get it back.

To see how to store a file, select the app you're using.

Store files in the web app

  1. Create a Secure Note or open an existing note in the web app.
  2. Open the Attached files tab.
  3. Select Attach file, then select the file you want to upload.

After you save your note, a paperclip icon appears next to the note in your list of Secure Notes. This icon shows that the note now has an attachment.

Download or delete a file in the web app

  1. In the web app, open the note and then open the Attached files tab.
  2. In a file's row, select Download attachment, shown as a down arrow and an inbox, or Delete attachment, shown as a trash can, and confirm.

Important: When you delete a file attached to a Secure Note, you can't get it back.

Store files in the Dashlane iPad or macOS app

  1. Open the Secure Note you want to attach the file to. If you want to attach the file to a new Secure Note, create and save the note first.
  2. In the Attached files section, select Attach file, and then select the file you want to upload.
  3. Select the right-pointing arrow to view the attached file. You can download, rename, or delete a file from its 3-dot menu. On the iPad, when you select Download, you open the file to view it within the Dashlane app. You can't export the file out of Dashlane. In the macOS app, when you select Download, you can open the file to view it and export it.
  4. Select the plus (+) icon in the top right of the screen to continue to add files.
  5. Select the left-pointing arrow to return to the Secure Note.

Important: When you delete a file attached to a Secure Note, you can't recover it.

Store files in the Android app

  1. Open the Secure Note you want to attach the file to. If you want to attach the file to a new Secure Note, create and save the note first.
  2. Select the paperclip icon in the menu bar.
  3. If you haven't previously attached files to this Secure Note, you'll go directly to your device's Downloads folder. If you've already attached files to this Secure Note, select the plus (+) icon on the next screen to get to the Downloads folder.
  4. In your device folders, select the file you want to attach. The file uploads directly to your Secure Note.
  5. Select the left-pointing arrow to return to the Secure Note.

After you save your note, a paperclip icon appears next to the note in your list of Secure Notes. This icon shows that the note now has an attachment.

View, download, or delete a file in the Android app

  1. Open the Secure Note.
  2. Select the paperclip icon in the menu bar.
  3. Select the file once. The file downloads.
  4. Select the file again. A pop-up opens.
  5. In the pop-up, select View, Save a copy to Download folder, or Delete.

To delete more than one file, hold your finger on one of the files until you see a checkmark icon next to the file. Then select all the files you want to delete and select the trash can icon. Confirm by selecting Delete in the pop-up.

Important: When you delete a file attached to a Secure Note, you can't get it back.

Store files in the iPhone app

  1. Open the Secure Note you want to attach the file to. If you want to attach the file to a new Secure Note, create and save the note first.
  2. Select Attach a file or Attach another file.
  3. Select how you want to add the file:
    • Take a photo
    • Scan documents
    • Choose a photo
    • Choose a file
  4. After you select the file, you can rename it.
  5. When viewing the attached file, select the plus (+) icon to continue to add files.
  6. Select the left-pointing arrow to return to your list of Secure Notes.

Download, rename, or delete a file in the iPhone app

  1. Open the note and select “1 file attached.” If several files are attached, the number updates.
  2. Select the 3-dot menu.
  3. Select Open, Rename, or Delete. When you select Open, you open the file to view it within the Dashlane app. You can't export the file out of Dashlane.
  4. Select the left-pointing arrow to return to your Secure Note.

Important: When you delete a file attached to a Secure Note, you can't recover it.

Share a Secure Note with other Dashlane customers

  1. Open the Secure Note and select Share.

  2. In the pop-up, select the people or groups you want to share with.

  3. For Secure Notes, you can choose from three permission levels because you can't autofill the information in a Secure Note.

    When you choose a permission level that includes “edit,” the recipient can change information in the Secure Note.

    • Full access: Recipients with this level of access can edit the information, manage sharing for other people, and even revoke your access.
    • Can edit: Recipients can edit but not share the item.

    • Can view: The recipient can view and copy item fields, but they can’t edit or share the item. Secure Notes are always viewable.

      More about sharing permissions
      Change permissions or revoke permissions

  4. Select Share.

If you're a member of a Dashlane professional plan, you can share Secure Notes with Dashlane groups. You can also add Secure Notes to Collections and share them with other members.

Share Collections with members of professional plans

If you share a Secure Note with the wrong people or change your mind, you can edit or revoke access to the Secure Note. Dashlane deletes the revoked Secure Note from the other Dashlane accounts.

More about secure sharing

Note: You can't attach files to shared Secure Notes or share notes that already have files attached. You can't share a Secure Note if someone else has shared the note with you and granted you the Can view permission. If a Secure Note has a file attached or you only have the Can view permission for the note, you won't see the Share button in the note.
More about sharing permissions

Delete a Secure Note

If you haven't shared a Secure Note, you can delete it from your vault. Open or edit the Secure Note and select Delete or Delete Secure Note, sometimes shown as a trash can or an option in the 3-dot menu. The delete action is irreversible. You can't retrieve a deleted Secure Note.

Can I delete a shared Secure Note?

Based on your permissions, you can delete a shared Secure Note from your vault as long as someone else has the Full access permission level or you revoke access.

  • If you've shared with other people or a group with the Can view permission, you can't delete the note until you grant someone else Full access or revoke everyone else's access.
  • If you've shared with an individual with Full access, you can delete the note, but it doesn't disappear from the other person's vault. If you share with a group with Full access, you can't delete the note until you revoke the group's access.
  • If you delete a Secure Note someone else created and shared with you, regardless of the permission level assigned, the note will only be deleted from your vault.
  • If you no longer want to share a Secure Note with a person or group but don't want to delete the note, you can revoke access. The Secure Note is deleted from all other vaults.

More about permission levels for items

You can lock a specific Secure Note, so you need your Master Password or biometrics to unlock it. You won't have to unlock a Secure Note more than once every five minutes, or immediately after logging in. After unlocking, you can edit or delete the note.

Require Master Password for individual Secure Notes

To find a Secure Note, search for the note in Dashlane's search bar. If you've locked your note, you need to enter your Master Password or use biometrics to access it from the search bar.

Search in Dashlane

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