Bipsync Notes iOS is a native iOS application which allows users to sync their research for offline access as well as additional note taking.

It can be installed on devices from the App Store.

Configuration

The app configuration is managed in two locations.

In-App Settings

Most of the config is contained within the app itself, and can be accessed by tapping the 'Settings' icon in the top right of the home menu.

The majority of the settings are self explanatory, but we'll pick out a few which are likely to interest users:

Use Bloomberg Ticker Names
Enable this option to use the Bloomberg ticker format within the app – e.g. 'AAPL US' instead of 'AAPL'.

Show Related Tickers In Note List
Enable this option to see a list of the tickers that have been associated with each note, in the list of notes for any given context.

File Auto-Preview
If this option is enabled, upon opening a note which has no content, but at least one attachment, the first attachment will automatically be presented in a document viewer.

Download Attachments

• Never: Attachments are downloaded on demand, when the user taps on them in the app.
• Within one/three/six months: Attachments that were created within one of these time periods are automatically downloaded when the app syncs.
• All: All attachments are downloaded when the app syncs.

Download Over Cellular
Enable this option to allow Bipsync to use a cellular connection to download attachments. Note that this will affect any Mobile Data allowance that is in place for that user.

Installation Settings

Some settings are managed at the installation level, which is to say that they're managed by the Bipsync team and apply to all users across the installation.

Changing any of these settings is possible by contacting the Bipsync team and arranging a configuration update, which is usually possible within 24 hours.

Note Download Limit By Date
Restricts the notes that can be downloaded to devices to those that were created since a given date.

This is a useful setting for funds with large repositories of data. By limiting downloadable notes to only those that are relatively recent, the app takes less time to sync and takes up less space on disk.

Session Inactivity Timeout
This can be set to some length of time, after which an inactive user is logged out of the app.

Inactive users are identified as a user who hasn't interacted with the app in some way (i.e. the screen).

Since logging into the app repeatedly isn't a very pleasant user experience, it's recommended that the time period is set to a suitably large value. An even better approach is to use the biometricAuthentication.requiredAfterInactivityTimeout setting (see below) which achieves the same result in a quicker way.

Biometric Authentication Settings

Enforced By Account
Set to true, this forces all users to enable biometric authentication (i.e. Touch ID / Face ID).

Users with devices that don't support biometric authentication are not able to log into the app.

Enabled By Account
Set to true, this exposes a setting within the In-App settings menu which allows users to enable biometric authentication.

Required After Inactivity Timeout
This can be set to some length of time, after which an inactive user will be asked to authenticate with biometric ID before being allowed to resume their session.

Inactive users are identified as a user who hasn't interacted with the app in some way (i.e. the screen).

Required After App Is Backgrounded
Set to true, the user is forced to authenticate with biometric ID before being allowed to resume their session, when returning to the app after closing it / locking their device.