Upon Installation, Soda

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1 Upon Installation, Soda Prompts you to create your user profile to register for a new profile Note: Asks your for your particulars Prompts you to select a password. You would need to provide this password for logging into Soda Invites you to sign in If you have created a profile before, then click to download your Soda user profile You may create / download additional Soda user profiles in other Windows user accounts that you have created on your computer Enter your Soda user name, a valid address and other particulars 1. Set & enter your password 2. Retype the same password in the next field to confirm 3. Next to continue Enter your name & password 1

2 Managing Notes & Attachments Go to Note Manager To add a new note (left bottom corner) Soda displays a blank note for you to fill in the note subject, category and content: To save note (right bottom corner) To discard note and confirm Soda Note Manger lists the created note with its date of creation, category and subject. You may do any of the following by first clicking on the listed note and performing the tasks as described below: To delete note and confirm To view note to open it To edit note at the bottom of the displayed note To attach a file to the note Drag the file icon from Desktop or any folders into Soda, or click to retrieve the file from a folder 3. to save any changes To view the attached file 1. Double click on an attached file entry in the right column of the Note Manager 2. to view Note: Images and pdf documents are displayed by the Soda built-in viewer whereas other types of files are opened by external programs. To save the file in encrypted / plain format to a folder on your computer 1. / and select Desktop, My Documents, or any folder you may specify (e.g. Dropbox) 2. Yes to confirm 2

3 Add a private note add a note enter & save note attach a file to the note drag select note & attach file select file & save attachment view note attachment select attached file Soda viewer displays images & pdf documents 3

4 view more note attachments Office and other multimedia files are opened by external programs 4

5 Managing Contact List Go to Contact Manager To add a contact Soda displays a blank form for you to fill in the particulars of contact: To save contact To discard entered particulars and confirm Soda Contact Manager lists the created contact with its category and subject. You may do any of the following by first clicking on the listed contact and performing the tasks as described below: To delete contact and confirm To view contact to open it To edit contact at the bottom of the displayed form To attach an image (e.g. photo or 1. avatar) or a sound clip to the contact 2. Drag the file icon from Desktop or any folders into Soda, or click to retrieve the image from a folder 3. Enter description and select content type from the drop-down list 4. to save file 5

6 Add a private contact add a contact enter & save particulars attach file to a contact drag add an image select file & save 6

7 Send Protected Documents to Soda Users Download Soda ID of recipient (This feature is available to all Soda users) To send a protected document (This feature is available to Soda Premium and Enterprise users) Recipient to decrypt the protected file (This feature is available to all Soda users) 1. to go to Contact Manager 2. Select intended recipient and click 3. Fill in recipient s Soda ID Name and 4. Get Soda ID. The downloaded Soda ID will stay in the Soda address book for future use 1. to go to Contact Manager 2. Select intended recipient and click (below Soda ID of contact summary in the upper right pane) 3. Drag the file icon from Desktop or any folders into Soda, or click to retrieve the document from a folder. to save file 4. Yes when prompted if you want to send this file as txt file (i.e. encrypted file encoded in text format which would not be blocked by filters) 5. The Soda protected document is written to your Desktop. You may send the file to the recipient by or via the cloud 1. to go Note Manager 2. Select / create a note and click to attach the received file to the note 3. Drag the file icon from Desktop or any folders into Soda, or click to retrieve the document from a folder. to save file 4. To view the protected file, double click on the attached file entry in the right column of the Note Manager 5. to view 7

8 Exchange protected files download Soda ID select recipient enter Soda user name & download & save Soda ID protect file for recipient recipient drag attach protected file select file & save open received file attach received file to a note open attachment open file 8

9 Sorting & Filtering Displayed Notes, Attachments & Contacts Keyword search Enter keyword(s) in the box next to Display a particular category Select category from the pull-down list next to the refresh button Sort in alphabetical / chronological order on any of the black header fields i.e. Category, Subject, Attached on, Summary (N.B. Second click to reverse order) To refresh displayed lists Navigation To go back to previous page To display the previous and next note /, attachment / contact To exit Search Internet Open browser and perform keyword search Enter keywords in top right box and click 9