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Manage the attachments of a secret and secret item
Manage the attachments of a secret and secret item

This article describes how to manage attachments of the secrets you have added or that you were granted shared access as Owner in Cerby.

Cerby Team avatar
Written by Cerby Team
Updated over a week ago

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Secret and secret item Owners

  • Available to the Cerby Automate and Cerby Protect products. Cerby Protect users must have already set up their trusted devices

You can perform the following management actions on an attachment for a secret and secret item (WiFi, SSH keys, database, server, and custom item) that was already added to a workspace:

The following sections describe each action.


Download attachment

You can download an attachment using the following Cerby client apps:

The following sections describe how to download an attachment in each Cerby client app.

Cerby web app

To download an attachment using the Cerby web app, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Secrets option from the left navigation drawer. The Secrets view is displayed.

  3. Click the Settings icon of the corresponding secret card. The secret details page is displayed with the Settings tab activated.

    NOTE: If an identity challenge is configured, the Confirm your identity to continue dialog box is displayed, and a push notification is sent to your Cerby mobile app. To confirm your identity, perform the following action:

    1. Click the It’s me! button in the Confirmation Request screen of your Cerby mobile app. The Confirm your identity to continue dialog box closes in the Cerby web app, and the secret details page is displayed with the Settings tab activated.

  4. Click the corresponding attachment from the Attachments section. The file is downloaded to your computer, and a success message box is displayed.

  5. Open the file attachment with the corresponding app.

Cerby browser extension

To download an attachment using the Cerby browser extension, you must complete the following steps:

  1. Open the Cerby browser extension popup.

  2. Log in to your corresponding workspace with the Cerby browser extension.

  3. Activate the Secrets tab. All your saved and shared secrets are displayed.

  4. Click the corresponding secret card. The secret details page is displayed with the content of the secret and the attachments.

    NOTE: If an identity challenge is configured, the Confirm your identity page is displayed, and a push notification is sent to your Cerby mobile app. To confirm your identity, perform the following action:

    1. Click the It’s me! button in the Confirmation Request screen of your Cerby mobile app. The Confirm your identity page closes in the Cerby browser extension, and the secret details page is displayed with the content of the secret and the attachments.

  5. Click the corresponding attachment. The secret details page is displayed with the Settings tab activated in the Cerby web app.

  6. Complete steps 2 and 3 of the instructions to download an attachment from the section Cerby web app.

Cerby mobile app

To download an attachment using the Cerby mobile app, you must complete the following steps:

  1. Open the Cerby mobile app.

  2. Log in to your corresponding workspace with the Cerby mobile app.

  3. Activate the Secrets tab located at the top of the screen. All your saved and shared secrets are displayed.

  4. Tap the corresponding secret card. The secret details screen is displayed on the screen.

  5. Tap the corresponding attachment from the Attachments section. The file is downloaded to your mobile phone, and its content may be displayed on the screen depending on the file format.


Add attachment

To add an attachment to a secret or secret item, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Secrets option from the left navigation drawer. The Secrets view is displayed.

  3. Click the Settings icon of the corresponding secret card. The secret details page is displayed with the Settings tab activated.

    NOTE: If an identity challenge is configured, the Confirm your identity to continue dialog box is displayed, and a push notification is sent to your Cerby mobile app. To confirm your identity, perform the following action:

    1. Click the It’s me! button in the Confirmation Request screen of your Cerby mobile app. The Confirm your identity to continue dialog box closes in the Cerby web app, and the secret details page is displayed with the Settings tab activated.

  4. Click the Add attachment button located in the Attachments section. A file dialog box is displayed.

  5. Select the file you want to add as attachment to the secret. For more information on the size limits and supported file formats, read the Specifications section.

  6. Click the Open button. The file dialog box closes, and the file is displayed on the Attachments section.

  7. Repeat steps 4 to 6 as necessary.


Remove attachment

To remove an attachment from a secret or secret item, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Secrets option from the left navigation drawer. The Secrets view is displayed.

  3. Click the Settings icon of the corresponding secret card. The secret details page is displayed with the Settings tab activated.

    NOTE: If an identity challenge is configured, the Confirm your identity to continue dialog box is displayed, and a push notification is sent to your Cerby mobile app. To confirm your identity, perform the following action:

    1. Click the It’s me! button in the Confirmation Request screen of your Cerby mobile app. The Confirm your identity to continue dialog box closes in the Cerby web app, and the secret details page is displayed with the Settings tab activated.

  4. Click the Cancel icon of the corresponding file attachment located in the Attachments section. The Delete attachment? dialog box is displayed.

  5. Click the Delete attachment button. The dialog box closes, and a success message box is displayed.

  6. Repeat steps 4 and 5 as necessary.

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