View record list
Upon logging into Digital Lockbox, you'll be presented with a list of records that have been created and shared by your colleagues. The left-hand menu allows you to navigate between 'All,' 'My Lockbox,' 'Favorites,' 'Expired,' 'Group,' and 'Labels.'
Viewing the Record List
The Digital Lockbox interface is divided into two main sections:
Left Menu: Provides navigation options, such as All, My Lockbox, Favorites, Expired, Groups, and Lables.
Right Panel: Displays a list of records.
To view the details of a specific record, simply click on it.
All
By selecting 'All' from the left menu, you can view both the records you've created and those shared with you by others.
My Lockbox
'My Lockbox' shows only the records you've personally created, excluding those shared by others.
Favorites
The 'Favorites' section displays records you've marked for quick access.
Expired
Records shared by others that have expired are displayed here. If you wish to continue using the expired record, you must request an expiration extension from the original owner.
Groups
This displays records shared with specific groups within your company. The name of the group sharing the record is displayed, and clicking on a group name displays the records shared by that group.
Labels
A list of records with labels assigned to them will appear. Clicking on a label name will display only records with that label.
Choosing how to display records
There are two ways to view records in the Lockbox. On the right end of the screen, there is the refresh (
) icon and the icons (
, 
) that allow you to switch between grid and list. In the list state, the grid icon is displayed, and in the grid state, the list icon is displayed, allowing you to easily switch to different view modes.
List view (
)
)The "List" is the default view. Records are displayed in a list format basically, with the records appearing in the order they were entered. This grid and list transition icon always displays as the icon to be changed, not as the current state. If the current state is a list, the grid icon is displayed.
Grid view (
)
)Clicking the grid (
) icon in the upper right corner of the Lockbox screen will rearrange the record items that were displayed in a list view style into a grid view in card format. The number of grid arrays will be displayed according to the screen size of the browser.
Record sorting
At the top right of the record list pane, there is a toolbar that lets you sort the records in the current folder (or group), refresh the list, and switch the view mode. Each icon and menu applies only to the record list of the currently selected folder/group.
1. Choosing the sort criteria (
)
)When you click the sort criteria icon (
) at the top right of the list, a dropdown menu opens where you can select how to sort the records.
By default, records are sorted by Last modified date, and you can choose from the following options:
A – Z
Sorts by record name in numeric/alphabetical/Korean order.
This is useful when you want to quickly find an item based on the record title, such as a website or account name.
Updated
Sorts by the date and time the record was last modified.
Use this when you want to see recently edited or updated records first.
This is generally used as the default sort option.
Created
Sorts by the date and time the record was first created.
This is useful when you want to check when records were created in chronological order.
Note: Changing the sort criteria does not affect the contents of the records themselves, and the selected sort criteria applies only to the list currently being viewed.
2. Changing the sort order (ascending/descending)
If you click the ∧ or ∨ to the left of the sort criteria dropdown icon (
), you can change the sort direction for the selected criteria.
Each click toggles between ascending ↔ descending.
Examples:
When sorting by
updatedorCreateddate:Ascending (∧): more recent changes appear at the top, older changes at the bottom
Descending (∨): older records appear at the top, more recent ones at the bottom
When sorting by
A–Z:Ascending: A → Z
Descending: Z → A
First select a sort criterion (for example, A–Z, Last Updated, Created date), and then use the sort direction icon to fine-tune the ordering.
Sync (Refresh) button
The circular arrow ( ) icon is the refresh (sync) function that reloads the current record list.
When you need to sync
When another team member has added, edited, or deleted records and you want the latest state to be reflected on your screen
When you want to check whether changes to sharing or group settings have been applied to the list
Behavior
When you click the icon, the record list in the currently selected folder/group is synced again with the server and updated to the latest state.
The selected sort criteria and sort direction are preserved; only the data itself is reloaded.
Showing and Searching Records
The record list is displayed 10 records per page, and if there are more than 10 records, it moves to the next page. If you have a large number of records spanning multiple pages, you can use the search function to quickly locate a specific record.
Search a record
The search bar at the top allows you to enter keywords, filtering the list to display only matching records. For instance, typing 'login' in the search field will show all records containing that term. It will find the keyword in all fields of records.
Icons in the Record List
In the record list, certain icons provide additional information:
Shared Icons (
or 
):
indicates that the record has been shared with you by another user.
indicates that you have shared the record with another user.
Attachment Icon (
): Signifies that the record includes attached files.
These icons help you quickly identify shared records and those with attachments.
By utilizing these features, you can efficiently navigate and manage your records within Digital Lockbox.
Refreshing of records
When viewing the Digital Lockbox screen, there are three different methods to refresh and update the display. Each method functions differently, allowing you to choose the appropriate option for your needs.
1. Refreshing the Current Folder's Record List
To refresh the record list in the currently selected item in the left menu, click the refresh icon located below the user profile picture on the right side of the screen.
This will only refresh the records in the selected folder in the left menu.
In the admin console that opens in a new window, if you want to refresh only the records in that folder, either in users, groups, templates, or activities, you can click the refresh icon in the upper right corner to refresh only the records in that folder.
2. Refresh All Records
Regardless of which folder item you are viewing in the left menu, clicking the "Digital Lockbox" logo at the top left corner of the screen will refresh the display and return you to the "All Records" menu screen, which is located at the top of the left menu.
3. Using Logout or Browser Refresh
You can return to the Digital Lockbox login page by selecting "Logout" from the menu that appears when you click on your profile picture or account name in the upper right corner or by clicking the 'Refresh' icon (
) on your browser's toolbar. You will need to enter your master password and log in again.
Since you are logging in again, the saved information for that account will be retrieved from the server again.
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