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Credentials are used to store username and password in a secure manner. By using and assigning credentials to connections, you can easily share your connections document while having all your credentials stored in a separate, private document.
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Usage of Credentials
- Assign credentials to connections by name instead of configuring connections to use username and password. This allows easy and secure file sharing in teams as no credentials are stored with the connections.
- Simply store username and password in credential objects to quickly and easily access them using the Navigation or Credentials panel.
- Use credentials in our Web Browser Extensions to automatically log on to web sites.
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You can create credentials in any documents, including the Application document. It's strongly recommended to encrypt and password protect your document as soon as you create a credential with a password in it.
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See also: Work with Credentials, Security
Credential Properties
The Credential Properties dialog is shown:
- for a new credential by clicking the Credential menu item in the Add drop down menu in the Edit group on the Home ribbon tab.
- for an existing credential by selecting a credential and clicking on the Properties command in the Edit group on the Home ribbon tab.
- as a bulk-edit dialog when multiple credentials were selected in the Folder / Document Dashboard and the Properties command in the Edit group on the Home ribbon tab is clicked. See also: Bulk Operations
