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Article Summary

This article contains detailed information regarding MySafe's Notes initial screen.

Path to access

Grid Menu > MySafe > Notes

Home screen icons

Show filtersRepresented by the magnifying glass icon, it displays or hides the search fields on the screen.
UpdateRepresented by the counterclockwise arrow icon, it refreshes the page.
View actionsRepresented by the three vertical dots icon, it displays a menu with possible actions for the report.
Add noteRepresented by the plus sign, it opens the Add note screen.
Batch importRepresented by the arrow icon. It opens the Batch import note page.
Print reportRepresented by the printer icon, it opens a new page for printing the report.
Export CSVRepresented by the paper sheet icon, it downloads the report.
Schedule reportRepresented by the clock icon, it opens the Schedule report screen.

Search fields

IDNote’s unique identification code.
NameName of the registered note.
TagsKeywords to help identify the note.
SharedThe sharing status of the note, with the options Yes or No. If you click on the Clear button, it displays the All option on the drop-down menu
OwnerThe user who added the note.
Last use/untilTime frame during which the note was last used.
EnabledThe note status, with the options Yes or No. If you click on the Clear button, it displays the All option on the drop-down menu.
FilterButton that filters the results according to your chosen preferences.
ClearButton that clears the selected filters.

Report fields

  • Check box: used for batch actions.
  • ID.
  • Name.
  • Tags.
  • Shared.
  • Owner.
  • Last use.
  • Enabled.
  • Action: in this column, you'll find the following options:
    • Details: represented by the magnifying glass icon, it opens the Note details screen that shows all the information about the note.

    • Three vertical dots icon: opens a drop-down menu with the options: Share, Edit, Disable, and Information history.


The report displays 30 lines per page. To move to the next screens, click the forward button at the end of the report.

Bottom icons

  • Enable: green button used for batch activation.
  • Disable: red button used for batch deactivation.
  • Share: blue button used for batch sharing.

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