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How-to

Everything, step by step.

Step-by-step guides in the order you'll meet them, from your first download to the power features. Pick your device to see its steps.

① Getting started

From download to your first detail.

Android · illustrative mockup, sample data
Windows · illustrative mockup, sample data
Mac · illustrative mockup, sample data

Download & install Relay

On your iPhone.

On your Android phone.

On your Windows PC.

On your Mac.

1Open the App Store and get Relay.
1Open Google Play and get Relay.
2Open it. No account needed, nothing to sign up for.
3You're in. It's free, and your vault is encrypted on your device.
1Get Relay from the Microsoft Store.Get it from Microsoft
2Open Relay from the Start menu. The Store installs and updates it, with no SmartScreen warning.
3Relay opens and sits quietly in your tray until you need it.
1Download Relay for Mac: Apple siliconIntel Not sure which? Apple menu → About This Mac shows your chip.
2Open the download and drag Relay to Applications.
3Open Relay from Applications. No account needed. Relay lives in your menu bar.

Create or import your vaultBring in your vaultSet up Relay on your Mac

Start fresh, or bring one across.

Start on your phone.

A passcode screen lock is optional.

1First run sets up an empty, encrypted vault automatically.
2Have an encrypted vault file (.pcv) from Relay? In Settings, tap Import vault (.pcv), choose the file and enter its password, then review the items before they're added.
3Everything is encrypted on your device before it's ever stored.
1In Relay on your phone, export an encrypted vault file (.pcv) with the items you want: on iPhone, Settings › Export selected items; on Android, Settings › Share items with family. Keep the password for the file.
2On your PC, click Import vault on the Home page and choose that .pcv file.
3Enter the file's password. It's your vault password on this PC.
1Relay for Mac has an optional passcode screen lock. To turn it on, choose Set up a lock in Relay and pick a passcode.
2Next, Relay shows “Waiting for your phone…”. Open Relay on your iPhone and follow the steps shown on your Mac. Relay for Mac can’t be set up from an Android phone yet; Android support is coming.
Android · illustrative mockup, sample data
Windows · illustrative mockup, sample data
Mac · illustrative mockup, sample data

Turn on the Relay keyboardOpen the picker with the shortcut

One-time setup so Relay is ready in your messaging apps, email and forms.

No keyboard to add on a computer. Relay works from a shortcut.

1In Relay, follow Turn Relay on and tap Open Settings.
2Go to Keyboards, add Relay and turn it on. Leave Allow Full Access off to type your details; turn it on only if you want to paste documents or images.
3In a chat, hold the 🌐 globe key and choose Relay.

The video shows a Samsung phone: Settings › General management › Keyboard list and default.

1In Relay, follow Turn Relay on and tap Open keyboard settings. On other Android phones, open Settings and search for “Keyboard”.
2Turn on Relay, then tap OK on both of Android's notes. Android shows this note for every keyboard you add.
3To use Relay for everything, tap Default keyboard and choose Relay, as in the video. Or keep your usual keyboard and pick Relay from Android's keyboard switcher when you need a detail. On Samsung, turn on Show the keyboard button to get the switcher.
1Leave Relay running in your tray.
2Click into any text field and press Ctrl + Shift + V. Relay's picker opens on your vault.
1Leave Relay running in your menu bar.
2Click into any text field and press ⇧⌘V. Relay's picker opens on your vault.

Take the quick tour

See it working in seconds.

1Tap Load demo data to explore with sample items.
2Try inserting a detail in the built-in practice chat.
3Clear it whenever you like and add your own.

② Fill your vault

Get your details and documents in.

Scan a document

Passport, Emirates ID, licence: the details fill themselves.

1On Home, tap Scan and point at the document.
2Relay reads the details for you. Check them, fix anything, name it.
3Tap Save. The details and the scan are now ready on your keyboard.

Filling a form? Read the passport guide.

Scan the back of an Emirates ID

The code strip reads perfectly, no typos.

1Choose Scan and flip to the back of the ID card.
2Relay reads the machine-code lines and fills the 784-… number exactly.
3Confirm and save. It's verified, not guessed.

Add a detail by hand

An IBAN, a note, anything.

Add a detail on your PC.

1On Home, under Save your first detail, tap Type it in (or Scan a document). Later, add more from the Vault.
2Type a name and the value, then pick a category.
3Save, and it's instantly ready on your keyboard.
1In the sidebar, click Vault, then + Add.
2Enter the label and value, choose a category, then save.

Add a location pin

A live map pin plus the written address.

1Add a detail and choose Location.
2Search the address or drag the map so the pin sits exactly right.
3Save. Now you can drop the pin and address into a chat.

Edit or delete a detail

Change or remove anything, any time.

1Tap any item to open it.
2Edit the details, or tap Delete to remove it.
1Click an item to edit it.
2Change the details, or delete it.
1Right-click an item in the Vault.
2Choose Edit… to change it, or Delete… to remove it.

Add a family member

Everyone's documents, one vault.

Filter by person on your PC.

1In the Vault, tap Add family and type their name.
2Drag any card onto their chip to file it under them.
3Tap a person to see only their things.
1In the Vault, click a person to show only their documents.
2Search finds them by name too.

Organise with categories

Group things your way.

1Tap New category and name it (e.g. Cars, Work).
2Drag any card into it, or set the category when you add an item.
3Filter the vault by tapping a category chip.
1Right-click an item → Move to category to organise.

Move files between sections

Drag and drop.

Right-click to move.

1Press and hold any card until it lifts.
2Drag it onto another category and it glows to show it'll land there.
3Let go. It's filed.
1Right-click any detail in the Vault.
2Choose Move to category and pick the new one.

Mark something sensitive

On iPhone, IDs and card numbers ask for Face ID or Touch ID first.

1Open an item and turn on Sensitive.
2On iPhone, it then needs Face ID or Touch ID (or your passcode) before it can be inserted.
3Perfect for passport numbers, cards and IBANs.
1Edit an item and tick Sensitive (needs unlock).
2It stays locked until you unlock the vault.

Unlock your vault

Uses your phone's screen lock, so set one first.

Unlock on your Windows PC with your vault password.

If you turned on a passcode lock, unlock on your Mac with your Relay passcode.

1On iPhone, tap any item marked Sensitive.
2With a screen lock set, your face or fingerprint (or your passcode) confirms it's you, right there, no app-switching.
3You're unlocked for 15 minutes, then it re-locks itself.
1On Android, Relay asks for your face or fingerprint when you open it (Unlock to open Relay is on by default).
2Items marked Sensitive ask again before they're inserted.
3Relay locks again after an hour. You can make that shorter in Settings.
1When the vault is locked, click Unlock on the Home page or the Vault page.
2On Windows, enter your vault password.
3After 1 hour, Relay locks the vault again.
1When Relay is locked, its window shows “Relay is locked. Enter your Relay passcode.”
2On Mac, use your Relay passcode.
3Click Unlock. Relay locks again after an hour without use.

③ Everyday use

The moments you'll use every day.

Android · illustrative mockup, sample data

Insert a detail into a chat

The whole point: your details in your messaging apps, email and forms, no retyping.

1In a form, a chat or an email, tap the field, hold the 🌐 globe key and choose Relay.
1In a form, a chat or an email, tap the field, open Android's keyboard switcher and pick Relay.
2Tap the detail you need.
3It types itself into the field. Send.

Send a document or photo

Send a scan from the keyboard, and its details if you need them.

1On the document’s row in the keyboard, tap File.
2Images are copied, which needs Allow Full Access on for Relay: touch and hold the message box, then tap Paste. PDFs and other files open Relay’s share sheet so you can pick the chat.
2If the chat app accepts the file, it’s added straight into your message (“Added to message”). If not, images are copied: touch and hold the message box, then tap Paste. PDFs open the share sheet so you can pick the chat.
3For the details as text, tap Text on the same row, then tap one detail or Insert all details.

Search your vault

Find anything fast.

1Tap the 🔍 magnifier on the keyboard.
2Type a few letters: “iban”, “sam”, “visa”.
3Tap the match to insert it.

Send your location

A pin the recipient can open in their maps app.

1Tap your saved location on the keyboard.
2It sends a map link to your pin plus the written address.
3Works for anyone, no special app needed.

Answer for a family member

At the clinic or the school desk.

1On the keyboard, tap the person's name in the top row.
2Only their documents show.
3Tap what reception asked for. Done.
Windows · illustrative mockup, sample data
Mac · illustrative mockup, sample data

Paste on your computer

One shortcut for your messaging apps, email and forms.

1Click into the field and press Ctrl + Shift + V.
2Type to search your vault, or pick the detail.
3Press Enter. It's typed into the field you were in.
1Click into the field and press ⇧⌘V.
2Type to search, then press Enter. Relay copies the detail.
3Paste it with ⌘V.

④ Your availability

Answer “when are you free?” from your own calendars (iPhone and Mac; Windows calendar availability is coming in the next Microsoft Store update).

Connect your calendars

Your busy times, one honest answer.

1Settings → Availability → Connect Google or Microsoft Calendar.
2Sign in, then tap Add another to connect another account.
3They merge: a slot only counts as free when it's free on all the calendars you connect. Relay keeps only when you're busy, never what you're doing.
1Click Availability in the sidebar.
2Click Connect Google Calendar or Connect Outlook Calendar and sign in. Relay reads the main calendar of each account you connect.
3Relay reads only when you're busy, never what you're doing.

Set your gap between meetings

Never get offered back-to-back meetings.

1Settings → Availability → Gap between meetings.
2Pick 15 or 30 minutes, or whatever you need between meetings.
3Your shared slots respect it automatically, and re-cut the moment you change it.
1Click Availability in the sidebar.
2Set Buffer between meetings. Every slot you share leaves that room around meetings.

Share your availability

Pick a day, it types your free slots.

1Tap the 📅 calendar key on the keyboard.
2Choose Today, a specific day, or the whole week.
3Relay types your real free slots. Send.
1Click Availability in the sidebar and pick a day.
2Click Copy my availability, then paste it with ⌘V.
3From the menu bar icon, Copy availability: today or this week works too.

Calendar availability on Windows

Windows calendar availability is coming in the next Microsoft Store update.

⑤ Sharing & backup

Share with family and keep a safe copy.

Family Share Coming soon

Coming soon: send a few items to a partner or child, protected by a share code you give them separately.

Back up your vault

Keep a copy of the items you choose.

1Phones export selected items, not the whole vault: on iPhone, Settings › Export selected items; on Android, Settings › Share items with family.
2Save the encrypted .pcv file somewhere safe and keep its password. Only Windows and Mac can export a whole vault.
1In Settings, under Your vault, click Export… and save the encrypted .pcv somewhere safe.
2To restore, click Import… and choose the .pcv.
1In Settings, choose Export vault (.pcv)… and set a password for the file.
2To restore, choose Import vault (.pcv)… and enter that password.

⑥ Business & advanced

Power features for work.

Connect your booking system (coming soon)

Coming soon for clinics, salons and home-services teams.

1Booking-system support (Microsoft Bookings, Zoho) is coming soon.
2Until then, on iPhone and Mac, connect your calendar under Settings → Availability.

Send your open appointment slots (coming soon)

Coming soon: send your open appointment slots straight into your chats.

Sequence paste: fill a form field by field

Grind through forms without hunting.

1Press Ctrl + Shift + V, highlight a detail and press the 3 key to add it to the sequence. The hint at the bottom of the picker reads “3 add to sequence”. Repeat for each field, in form order.
2Press Esc to close the picker.
3Each Ctrl + Shift + V now types the next field, in order.

Snippets & {vault:…} templates

Templates that fill themselves.

1On the Clipboard page, click New snippet.
2Write your text with {vault:IBAN}, {date} and more.
3It appears in the picker, filled with live values.

Company KYC Packs

Send your documents in one go.

Bundle your company documents.

1Create a pack (licence, IBAN, IDs) and name it.
2When a bank asks, insert the whole pack at once.
3Always the current versions.
1On the Vault page, open Packs and build a Company KYC pack.
2In the picker, press Enter to send the block, or press the 3 key to add it to a sequence.

Clipboard history

Everything you've copied, safe and searchable.

1Open the Clipboard page.
2Search or pin anything you've copied. Passwords are masked automatically.
3Your history is encrypted on this PC.
1Click Clipboard in the sidebar.
2Search anything you've copied, or click Clear history.
3Your history is encrypted on this Mac.

Upgrade to Pro

No limits on saving and sending.

1Open Settings → Relay Pro.
2Pro is US$9.99/month or US$79.99/year (US App Store pricing).
2Google Play shows the Pro price in your currency before you buy.
3See the pricing page for current plan details.

⑦ Privacy & safety

Because it's your paperwork.

What Relay can never read

The short version: your vault.

1Your vault is encrypted on your device.
2Face or fingerprint lock keeps it closed when your phone has a screen lock set.
1Your vault is encrypted on this PC.
1Your vault is encrypted on this Mac.

Lock your vault & control your data

You're always in charge.

1Tap Lock any time to re-lock instantly.
1Lock now from the tray menu, or in Settings.
2Clear data at any time.
1Click the lock status at the bottom of the sidebar to lock Relay now.
2To turn the lock on, change your passcode or remove it, go to Settings, under Lock Relay.

If you lose your phone

Your details stay safe.

1Your vault is encrypted on your device, with face or fingerprint lock on phones. Keep a screen lock on your phone.
2Keep a copy of selected items: on iPhone, Settings › Export selected items; on Android, Settings › Share items with family.