📱 These steps are for the XBert Capture app

They describe what you'll see in the app itself, on a phone or in a browser, from setting it up for the first time through to using it day to day.

XBert Capture is a separate app from XBert. Anything that happens inside XBert is covered in the collections for your firm.

Why you have a PIN

Your 6-digit PIN keeps XBert Capture locked on your phone. While you're signed in, you open the app with your PIN instead of your email and a code. You can use Face ID, Touch ID or your fingerprint instead of typing it.

This article covers setting your PIN up, unlocking the app, changing your PIN, and what to do if you can't get in.

Set up your PIN

You don't need to go looking for this. Create Your PIN appears by itself the first time you sign in.

On Create Your PIN, tap in six digits. It moves on by itself after the sixth, so there's no Next button.
On Confirm Your PIN, type the same six digits again. If they don't match, you'll see PINs do not match. Please try again. To choose a different PIN, tap Start Over.
You'll see PIN Created! and the app opens.

Turn on Face ID or Touch ID

If your phone already has Face ID, Touch ID or fingerprint unlock set up, you're asked straight after creating your PIN: Would you like to use Face ID for faster sign in? (It names whichever type your phone uses).

Tap Enable and confirm with your face or fingerprint to turn it on.
Tap Not Now to skip it. You can turn it on later in Settings.

💡 You won't always be asked

You're only asked if face or fingerprint unlock is already set up on your phone. Face ID and Touch ID aren't available when you use XBert Capture in a browser.

Unlock the app

Your PIN gets you back into the phone app while you're still signed in. When you open the app after it's been closed, you'll see Welcome Back with your name. Type your PIN, or use Face ID or Touch ID.

With your PIN: tap in your six digits. It unlocks as soon as the last one is right.
With Face ID or Touch ID: if you turned it on, your phone asks for your face or fingerprint (Authenticate to access XBert) as soon as the screen opens.

💡 If Face ID or Touch ID doesn't work

Face ID and Touch ID sit on top of your PIN. They don't replace it. If your face or fingerprint isn't recognised, or you cancel, type your PIN instead.

⚠️ When you'll be asked for a code again

Your PIN and Face ID or Touch ID only unlock a sign-in that's still active. Once you've been signed out, the app opens on the email screen instead of Welcome Back, and you'll need to sign in with your email and a code again.

This happens:

30 days after you last signed in with a code, even if you use the app every day.
If you haven't opened the app for 15 days.
When you sign out in the phone app.

If you sign out yourself, using Sign Out in Settings or Sign out / Switch account on Welcome Back, your sign-in ends straight away. The next time you open the XBert Capture app you'll see the email screen, and you can't use your PIN, Face ID or Touch ID to get back in. Type your email address, then enter the code we email you. If you only want to close the app, close it instead of signing out, and your PIN or Face ID will get you back in next time.

💡 Using XBert Capture in a browser

In a browser, you aren't asked for your PIN. While you're still signed in, XBert Capture opens straight away, even after you close the browser. The same 30-day and 15-day limits apply.

Change your PIN

Tap the Settings (gear) icon in the menu at the bottom of the screen. On a large computer screen, click Settings in the menu on the left.
Under Account, tap Change PIN.
On Enter Current PIN, type the PIN you use now.
On Enter New PIN, choose a new 6-digit PIN.
On Confirm New PIN, type it again. To begin again, tap Start Over.
PIN Updated! appears and closes by itself.

Turn Face ID or Touch ID on or off later

This is only in the phone app, and only if face or fingerprint unlock is set up on your phone.

Go to Settings.
Under Account, find the switch named after your phone's type, for example Face ID, with Use Face ID to unlock the app underneath.
Turn it on, and confirm with your face or fingerprint when your phone asks. To go back to your PIN only, turn it off.

If it can't be turned on, you'll see Failed to enable biometric authentication. Check that face or fingerprint unlock is set up in your phone's own settings, then try again.

If you can't get in

What you see	What to do
Incorrect PIN, and how many tries you have left	Check your PIN and try again.
Too many failed attempts. Please try again in 5 minutes.	After 5 wrong tries the app locks for 5 minutes. Wait, then try again. Nothing is lost.
Authentication failed	Your face or fingerprint wasn't accepted. Type your PIN instead.
You've forgotten your PIN	See below.

If you've forgotten your PIN, you're not locked out for good:

On the Welcome Back screen, tap Sign out / Switch account. This signs you out straight away.
Sign in again with your email and the code we send you.
Set a new PIN if you're asked.

👉 Read more here: How To: Sign In to XBert Capture

Need help?

If you have any questions, our support team is here to help!

Email us at support@xbert.io, or in the app go to Settings and tap Help & FAQ to browse our help articles.

How To: Use Your PIN and Face ID or Touch ID in XBert Capture