Quick Start
From My Records: Click the orange Edit Info button next to any record to start editing.
From a Record Dashboard: Click the Sections button to access all record sections and settings.
Records vs. Tags
Records contain your information (medical details, pet info, item descriptions, etc.). Tags are physical products (keychains, stickers, wristbands) that link to those records.
You can link multiple tags to the same record. For example, link your medical pendant, wristband, and wallet card all to one Medical ID record. Update the record once, and all linked tags reflect the changes.
The Record Dashboard
When you open a record, you’ll see two main areas:
Completeness
Shows how complete your record is from different viewer perspectives.
For Medical Records, this includes:
- First Responders – basic info like name, blood type, allergies
- Hospital Admissions – insurance information
- Care Providers – detailed medical history
Each record type has perspectives relevant to its purpose.
Information Sections
Your record is divided into sections specific to the record type. Medical records include sections like Basic Information, Medications, Allergies, and Contacts. Pet records have different sections appropriate for pet information.
Click on Sections to open up the menu to open/edit that part of your record.
Remember to Save: When you make changes, click the Save button at the top of the page.
Changes aren’t saved until you click it.
Security Levels
Each piece of information can have one of three security levels using the stoplight icons:
Not Password Protected – Anyone can view
Password Protected – Requires the key code on the tag or a custom password
Private – Only you can view (requires sign-in)
Click the colored icon to change the security level for any section
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Record Settings
From the Sections menu you can navigate to the record’s settings.
Password Mode
Choose how password-protected information is unlocked:
- Tag Mode (recommended) – Uses the 4-digit Key Code printed on each physical tag
- Record Mode – Uses one password you create for all tags linked to this record
Warning: If a poor password/hint is selected in the Record mode – your record may effectively become inaccessible to viewers – or can be easily accessed by anyone.
View Notifications
Here, you can set when “Record View” notifications should be emailed to you. If needed, you can also override the the default notification email address here.
Logbook
Enable viewers to add timestamped comments to your record. Useful for maintenance logs or check-in/check-out tracking. Options:
Log Password – Require password to add entries
Moderation – Approve each entry before it appears
Email Notification – Get notified of new entries
Reminder
Schedule a reminder email for renewals, vaccination dates, maintenance schedules, or other time-sensitive items.
Additional Features
Details – Storage & File Quota
View your current storage usage for photos and files attached to this record. Files are automatically compressed for efficient storage.
Note the default limit is 54 MB for most records.
Need more space? Add 50MB of storage for one Dynotag credit using the Upgrade option in the menu.
Access Log
Shows when and where your record was accessed, with precise timestamps. Location information is included when available. The access log runs automatically regardless of notification settings.
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