How to use ID Bank

How to use ID Bank

Menu Bar and Toolbar
Menu Bar The menu bar holds a number of different menu's, the name of each is shown on the bar. To display a particular menu, click on its name. These are:

File - All file functions & program exit. Records - Record & folder functions. View - Display properties. Tools - Configuration & miscellaneous functions. Help - Help functions, Registration and About Box. Toolbars Some of the menu entries have images next to them, so you can associate the image with the command. Some of these images will appear on the toolbar, if you click the image on the toolbar you will execute the command.

Customizing Menus & Toolbars You can change the change the layout of all menus & toolbars using the Customize Dialog found on the tools menu.

File Commands
This command group contains functions relating to filing, printing and the program exit.

New (Ctrl + N). Create a new empty ID_Bank document.

Open (Ctrl + O). Open an existing ID_Bank file. The file selector is displayed, after selecting the user is prompted for the file password. If the password is correct the file is opened and its contents displayed.

Save (Ctrl + S). Save the current ID_Bank document. If the file is unnamed the user is prompted for a filename, otherwise the file is saved using the current name.

Save As... Save the current ID_Bank Document. Always prompts for a filename.

Print/Print Preview (Ctrl + P). Print or preview the current ID_Bank document.

Exit. Shut down ID_Bank and also prompt to save any changed ID_Bank document before closing.

Records Commands
This command group contains functions to create, modify or delete Folders and data records.

New Folder (Ctrl + F). Create a new folder and display it in the Folders Window. The folder properties box is displayed for you to enter an appropriate name for the new folder.

New Record (Ctrl + R). Create a new data record in the currently selected folder & display it in the Records Window. The record properties box is displayed for you to enter your data.

Properties (Ctrl + Shift + P). Display the folder properties or record properties box for the selected item. You can also modify the folder name or record data from here.

Delete (Del). Delete the selected folder or record. If a folder is deleted then any records or sub-folders within it are also deleted.

View Commands
This command group contains functions to configure the display of toolbars and windows.

Toolbars... This displays a sub menu listing all the available toolbars. Selecting a toolbar name will either display the toolbar or hide it.

Keep ID_Bank on top. If selected this makes ID_Bank's main windows appear topmost on the Windows desktop

Customize ID_Bank View. This lets you change the record fields displayed. The Record Field Chooser is displayed. To display a field, click on the field name in the Field Chooser & drag it onto the Records Window. To remove a field, click on its name in the Records Window & drag it to the Field Chooser.

Password Popup. This displays the Password Popup box, a small display listing all the records in the current file together with Site Location, Email Address, Username and Password fields. You can display Password Popup from the system tray icon, giving you quick access to your data.

Change Skin. Allows you to change the skin/appearance of ID_Bank

Tools Commands
This command group contains configuration functions & User Defined Tools (links to other programs added by the user)

Options (Alt + O). Displays the ID_Bank Options Dialog, allowing you to configure the way ID_Bank operates.

Customize. Displays the Customize Dialog. allowing you to create & customize the menus and toolbars. You can also add User Defined Tools from here.

User Defined Tools. Allows you to run third party programs via ID_Bank. To add new programs use Customize.

Help Commands
This command group contains functions relating to the Help File and registration status.

Help Contents/Index. Displays the Help File

About ID_Bank/Registration. This displays information about ID_Bank, it contains copyright and program version information together with its registration serial number and status.

How to register...This starts up your web browser & displays the latest information from the Rainbow Innovations website on how to register your copy of ID_Bank.

ID_Bank Discussion Forum...This starts up your web browser & displays the Online Discussion Forum at the Rainbow Innovations Website. You can use the forum to post comments, suggestions & queries about ID_Bank.

Rainbow Innovations...This starts up your web browser & displays the Rainbow Innovations website.

Check for new version of ID_Bank. If connected to the Internet, this checks online to see if a new version of the program is available. Please note, no personal information is transmitted during this process.