Instruction Manual for BicDroid QDocument

Transcription

1 Instruction Manual for BicDroid QDocument (Basic, Premium, and Professional Editions) Version 1.1 BicDroid.com

2 TABLE OF CONTENTS Installation... 1 Registration. 2 Verification Code 5 Using BicDroid QDocument (QDoc). 6 Section 1: Adjusting QDocument Account Settings 6 Section 2: Encryption Section 3: Decryption 13 Section 4: Secure Sharing. 14 Section 5: Secured Inbound Folders 19 Section 6: Viewing Your List of Authorized Users 20 Section 7: General. 21

3 INSTALLATION 1. Download the application from html or _cn.html 2. After downloading, a terms of service window will appear. Click on the box next to I accept the terms in the License Agreement and then click the Install button at the bottom right of the window. Refer to Figure 1. Figure 1 3. A new window will appear stating that the BicDroid QDocument Setup Wizard has been completed. The application will automatically launch once you click the Finish button in the bottom of the window. If you wish to use the application at a later time, click on the box next to Launch BicDroid QDocument so that the check mark disappears and then click the Finish button. Refer to Figure 2. Figure 2 1

4 REGISTRATION 1. Once the installation is complete, a login window will appear (see Figure 3). On the bottom right, you can find I want to create a new account. If you are a new user and do not have a BicDroid account, click on this to begin the user registration process. Otherwise, sign in with your account address/phone number and password. Figure 3 2. Once the button I want to create a new account is clicked, a new window (Figure 4) will appear. You can create a new account by signing up with either your address or mobile phone number: a) Use your address. On the drop down box next to Sign up with, select the address option. In the box directly under the drop down menu, type in your address. Refer to Figure 4. b) Use your mobile number. On the drop down box next to Sign up with, select the Mobile phone number option. Under the Country Code drop down box, select your country. Type in your mobile number in the appropriately labeled box. Refer to Figure 5. Figure 4 Figure 5 2

5 3. Once you ve put in your address or mobile number, you can now set up your password for your BicDroid account. 4. After you have typed in your address/phone number and password, click the OK button at the bottom of the window. 5. A confirmation window will pop up, stating that a confirmation /text message has been sent to you. 6. Check your /text message and click on the link to complete your registration. Refer to Figure 6. Figure 6 7. Once the registration has been completed, proceed to the login window and sign in with your credentials. 8. After logging in for the first time, a window will ask for you to create your verification code. The requirements of the code are listed on the window. Refer to Figure 7. It is recommended that your password and verification code be different since they serve different purposes. Your password acts as a standard web application password while your verification code is used to guard local encryption and decryption. Figure 7 3

6 9. A QDoc icon, as shown in Figure 8, will show up on the Desktop. It will also show up in the right bottom corner of your screen (if it s not there, check your hidden icons). Refer to Figure Note: If your computer is shared with multiple users, each of the other users can create his/her own BicDroid account once QDoc is installed on your shared computer. After logging into the shared computer, that user clicks the QDoc icon on the desktop. Then the login window (Figure 3) will appear. Follow the above procedure to complete his/her own BicDroid account registration. Figure 8 Figure 9 4

7 VERIFICATION CODE 1. After the initial registration, you will be asked to type in your verification code every time when QDocument exits and you want to re-run QDocument. Refer to Figure In the window that prompts you to enter your verification code, there are two other boxes at the bottom: one for restoring to your default settings and the other for when you forget your verification code. Refer to Figure 10. a) By clicking the Restore button, it will reset QDocument to its factory default settings. If QDocument is frozen, this will enable you to restart the app. b) The other box is for when you forget your verification code. Provided that your selfie has been registered (see Page-6, Figure 11 for how to register your selfie), if you forget your verification code, click Recover verification code. This will take you through QDocument s verification code recovery process. Figure 10 5

8 Section 1: Adjusting QDocument Account Settings USING QDOC Section 1.1: User Info 1. When you click on the QDoc icon, a window will pop up with five tabs including User Info, Secured Folders and Default Programs. Under the User Info tab, you can register your selfie, add aliases, and/or change your verification code (V-Code). Refer to Figure Click the Register my selfie button to take or upload your selfie, which has to be completed before you forget your V-Code. It s recommended that you do this as soon as possible. 3. An alias is another name (e.g., your other address) you can use to access this account. By adding aliases, you can link your different accounts to your BicDroid account. QDoc can be accessed using any name in Aliases. To add an alias, click on the Add alias button. 4. A new window will show up, asking for your alias type and your alias. Refer to Figure Next to Alias Type is a drop down menu. Select the address or Mobile phone number option and type your alias into the box underneath it. Click the Next button to continue. Figure 11 Figure 12 6

9 6. After clicking Next, two new windows will pop up: one that tells you that a four digit combination has been sent to your /texts and the other prompting you for the combination. Refer to Figures 13.1 and Once you have submitted the confirmation code, click Done. The alias account has been successfully added and should show up in the Aliases box on the User Info tab. Refer to Figure 14. Figure 13.1 Figure If you want to change your verification code, click on the Change Verification Code button at the bottom of the User Info tab. Refer to Figure Once clicked, QDocument will ask for you to input your current verification code and then your new verification code. Refer to Figure 15. Figure Once you have clicked OK (found at the bottom right), an will be sent to you, saying that your verification code has been successfully changed. Refer to Figure 16. Figure 15 7

10 Section 1.2: Secured Folders 1. The Secured Folders tab allows you to secure selected folders by encrypting all files inside therein and enforcing access control for the encrypted files. To secure a folder, click on the Add button. A list of your folders will show up. Select the folder you wish to secure and click OK. Refer to Figure 17. Figure After clicking OK, a window called Permission Control Panel will appear (Figure 18). To give other users your permission to view encrypted files in your selected folder, add their IDs to the list of Authorized Users. a) Select either an address or a mobile number in the drop down menu next to ID Type, type in the or phone number of the user in the box underneath ID Type, and click the Add button to add the user to your list of Authorized Users (for this folder). b) In the bottom left of the Permission Control Panel, there is the Existing Contacts in QSS System feature. It keeps track of any users you have ever added to any of your Authorized Users list. Click on a user from the contact list and it will show up in the Authorized Users list on the right hand side. Refer to Figure 19. Figure 17 Figure 18 Figure 19 8

11 c) If you want to remove a user from your Authorized User list, highlight their name and click the Remove Highlighted Item button, which is found directly underneath the Authorized Users. Refer to Figure 20. d) Once you have added the users you wish to be able to view your encrypted files, click Done, and the folder will show up in your Secured Folders tab. Refer to Figure 21. Click Apply afterwards. e) By highlighting/clicking a folder in your list of secured folders, you can see the list of authorized users for that folder. Refer to Figure If you want to remove a folder from your secured folders, click Remove and then Apply. That folder will be unguarded, and all encrypted files will be automatically decrypted. 4. If you want to modify the list of authorized users for a folder, click on the Modify button; it will open a Permission Control Panel window (Figure 18). After you ve made your modifications, click Apply. 5. Once you secure a folder, you can move a plaintext file into it, which will automatically be encrypted. Refer to Figure The Secured Folders tab also has the option to allow different authorized users access to subfolders. A subfolder is a folder found in another folder ( umbrella folder). Figure 20 Figure 21 Figure 22 9

12 7. To add a subfolder to your list of Secured Folders, refer to Steps 1 and 2 of this section. Once the Permission Control Panel window opens up, you can add any authorized users you wish. Your subfolder can have different authorized users than your umbrella folder. Refer to Figure 23.1 and If you want to decrypt a file(s) that is under a secured folder, you need to first move the file(s) out of the secured folder. Once it s been moved, it s still encrypted but now you individually decrypt it. Refer to Using QDoc: Section 3 Decryption on how to decrypt files that aren t in a secured folder. Figure 23.1 Section 1.3: Default Programs (This section can be skipped for new users) 1. The Default Programs tab allows you to open decrypted files from QDoc. QDoc will take the extension of any opened encrypted files and open it with a default program. If you want to open any decrypted file, QDoc will recognize its extension and open it with the default program associated with that extension. However, if QDoc does not recognize the extension of the document, it will prompt you to add a default program with which to open any documents containing that extension. Figure

13 2. You can also change the default program associated with the extension. Highlight the extension that you want to attach a new default program and then click Choose programs at the bottom. Refer to Figure A new window will open with all your documents and programs. Find the program you want to open the extension with, click it and then click Open. Refer to Figure 25. QDoc will now open your documents with that extension with that program. Figure 24 Figure 25 11

14 Section 2: Encryption 1. QDoc offers two ways of encryption: folder(s) or individual file(s). For instructions on how to encrypt a folder(s), refer back to Using QDoc: Section 1.2 Secured Folders. For instructions on how to encrypt individual file(s), continue reading. 2. In your documents, select the file(s) that you want to encrypt. 3. After selecting the file(s), right click on it/them and click on BicDroid QDocument in the menu. Refer to Figure 26. Figure A QDoc window will open with a list of selected file(s) under Plaintext files. To encrypt selected file(s) for YOURSELF only, click the Encrypt button found on the right. Refer to Figure To encrypt selected files for sharing with others, click the Share securely button instead, and then follow Sections 4.1 and 4.2 to complete the sharing process. Figure 27 12

15 Section 3: Decryption 1. Similar to encryption, QDoc offers you two ways of decryption: folder(s) or individual file(s). For instructions on how to decrypt a folder(s), refer back to Step 3 in Using QDoc: Section 1.2 Secured Folders. For instructions on how to decrypt individual file(s), continue reading. Figure In your documents, select the file(s) that you want to decrypt. 3. After selecting the file(s), right click on it/them and click on BicDroid QDocument in the menu. Refer to Figure A QDoc window will open with a list of your file(s) under Encrypted files. To decrypt your encrypted file(s), click the Decrypt button found on the right. Refer to Figure 29. Figure Note that if your selected file(s) include both encrypted and plaintext files, they will be listed under two or three groups in the QDoc window: one for your plaintext files, one for your owned encrypted files, and one for your received encrypted files (not owned). In some editions, decryption does not apply to your received encrypted files. 13

16 Section 4: Secure Sharing Section 4.1: Through attachment 1. When you select file(s) to be encrypted/decrypted with QDoc, there is also an option to share them securely. Follow the steps for encrypting/decrypting files, but instead of clicking the Encrypt or Decrypt button, click the Share Securely button. Refer to Figure 30. Figure After clicking Share Securely, a new window will pop up with two options: send as an attachment or save to a folder. Refer to Figure If you want to send your selected file(s) as an attachment(s), click Send as Attachments. Note: in order to use this feature, an client such as Outlook or Thunderbird should be installed. If not, a later part will cover how to send them using your browser. a) A Permission Control Panel window will open (refer back to Figure 18), prompting you to add your recipient(s) to the authorized user list for that file(s). Refer to Using QDoc Section 1.2: Secured Folders for a step by step instruction on how to add and remove users. b) Once your recipient(s) has been added, click Done. c) Your client will open and attach your now encrypted file(s) (if not encrypted before) to an with the Figure 31 Figure 32 14

17 recipient(s) automatically filled. Refer to Figure 32. All you need to do now is compose a message and press send. d) If you don t have an client, click Save to a Folder. Follow Steps in Section 4.2 and then attach the encrypted file(s) yourself to your in your browser. Section 4.2: Through a physical medium (e.g., USB) 1. QDoc also allows you to securely share your files through a physical medium (such as a portable USB Stick) by saving your selected file(s) to a folder. In Figure 31, click Save to a Folder. A list of your folders will appear. Choose the one you want to save your file(s) in and click OK. a) After you choose which folder you want to save your file(s) in, a Permission Panel Control window will open (refer back to Figure 18). Add any user(s) to the authorized user list for the file(s) and then click Done. Refer to Using QDoc Section 1.2: Secured Folders for a step by step instruction on how to add and remove users. b) Your file(s) has now been encrypted and transferred to the folder you chose earlier. Refer to Figure 33. Figure 33 15

18 Section 4.3: Through clouds and/or shared folders in clouds 1. QDoc also has a third option for secure sharing: sharing files through clouds and/or shared folders on a cloud drive. a) After you secure a cloud folder (such as Dropbox, Google Drive folder, One Drive, etc.) or a subfolder thereof, QDoc automatically creates a mirror drive for each of such cloud folders. The mirror drive and the corresponding cloud folder contain the same files and subfolders. Files and subfolders dropped in the mirror drive appear automatically in the corresponding cloud folder, and vice versa. If you secure a cloud folder, its mirror drive is secured at the same time. The same is true for their subfolders. The mirror drives end in Z, Y, X, etc. Refer to Figure 34. In some cases, Z corresponds to Dropbox, Y corresponds to Google Drive and X corresponds to One Drive. If you don t have Dropbox, then Google Drive becomes Z and One Drive becomes Y. If you only have One Drive, then One Drive corresponds to Z. Figure 34 b) To securely sync files/subfolders with your cloud and across your own devices, first follow the step by step instruction in Using QDoc Section 1.2: Secured Folders to secure the entire cloud folder or its subfolders, and then 16

19 drop files into the mirror drive or its corresponding subfolders. Dropped files will be automatically encrypted before they are synced with your cloud provider thus ensuring 100% sensitive data encryption. c) To securely share files through a shared folder on a cloud drive with others, first create a secured folder on the cloud drive by following the step by step instruction in Using QDoc Section 1.2: Secured Folders. d) To add the people you want to share this secured folder with, you need to add them to your list of authorized users for that folder. Refer back to Using QDoc Section 1.2: Secured Folders for instructions on how to do this. Afterwards, share that folder with your desired users (that are already authorized users in QDoc) through the actual cloud drive. e) Once you have secured and shared the folder through QDoc and the cloud drive, respectively, you can now drop files into that folder in the corresponding mirror drive. Dropped files will be automatically encrypted before they are synced with your cloud provider servers and shared with your authorized users. 17

20 f) Depending on how you shared the folder in the cloud drive, all the users that have access to this secured folder could add files into the folder. Any file(s) that has/have been added to the folder is automatically encrypted. Section 4.4: Through any other channels such as shared links, Skype, etc. Once your selected files are encrypted with a list of authorized users through either a secured folder or Steps in Section 4.2, they can be shared with the authorized users through whatever channel you like, such as shared links, Skype, etc. No matter which way you select to share through, the sharing is secure with QDoc. 18

21 Section 5: Secured Inbound Folders 1. The Secured Inbound Folders tab shows the folders that are secured using QDoc and newly shared with you through a cloud by other users. Refer to Figure Once another user ( Initiator ) secures a folder using QDoc on his/her device and shares it with you through a cloud, it will show up in the Secured Inbound Folders tab on your device. Refer to Figure Unless you click Accept, that shared folder won t show up in your Secured Folders tab; files you drop into that shared folder will be encrypted on Initiator s device instead. Refer to Figures 37.1 and After clicking Accept, that shared folder is also secured on your device and moves to your Secured Folders tab; files you drop into that shared folder will be encrypted on your device before syncing and sharing. Refer to Figure If you do not wish to secure the shared folder on your device, click Decline on the bottom left. For your protection, it is recommended that you always click Accept. Figure 35 Figure 36 Figure 37.1 Figure 37.2 Figure 38 19

22 Section 6: Viewing Your List of Authorized Users Section 6.1: Authorized users for secured folders 1. To view the list of authorized users for a secured folder, highlight the secured folder by clicking on it in the Account Setting window. The list of its authorized users will show under Authorized Users on the right side of the window. Refer to Figure 21 and Section 1.2: Secured Folders. Section 6.2: Authorized users for encrypted files 1. To view the list of the authorized users for your encrypted files, right click on the file(s) you want to see the list of authorized users for and click on BicDroid QDocument. Refer to Figure 28. Figure A list of your encrypted files will show up, such as in Figure 29. To view the list of authorized users for an individual encrypted file, highlight the file by clicking on it. A pop up will open listing your authorized users for the file. Refer to Figure

23 Section 7: General 1. The General tab contains six buttons: Quick Start, User Manual, FAQ, About, License, and Exit. The QDocument software version is also shown here. Refer to Figure By clicking on the Quick Start button, you will be redirected to a quick start manual of QDocument. 3. By clicking on the User Manual button, you will be redirected to the detailed user manual of QDocument. 4. By clicking on the FAQ button, you will be redirected to the FAQ page on the BicDroid website. If your question isn t listed, feel free to contact us at support@bicdroid.com. Figure By clicking on the About button, you will be redirected to the Our Products page on the BicDroid website that gives you a more detailed description of QDocument. 6. By clicking on the License button, you will be redirected to the License page on the BicDroid website. 7. By clicking on the Exit button, you will be logged out of QDocument. To access any of your encrypted files, you will have to log back in by typing in your verification code. 21

24 Thank you for using BicDroid QDocument! Contact us: General information: Technical support: Business: 22