File management

Add a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the top right corner, click (⁝) View actions.
4. Select + Add file.
5. In the window that appears, drag and drop the file or click Browse file.
   • It is possible to store up to 500MB files in different formats, such as PDF, PNG, JPG images, XLSX and CSV spreadsheets, and digital certificates.
   • If the selected file is incorrect, click Change file and choose a new one.
6. Still in this window, complete the information:
   • Tags: search terms.
   • Notes: additional information.
7. Save.
8. You will receive a "File added" confirmation notice.
   • In the warning box, you can Share the stored file.

Edit a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to edit.
4. In the Action column, next to the key, click on the (⁝) icon of the chosen item.
5. Select Edit.
6. Make the necessary changes. In the 'Edit' window, it is possible to change any information.
7. Save.
8. You will receive a "File updated" confirmation notice.
   • In the warning box, you can Share the updated file.

Download a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to download.
4. In the Action column, hover over the magnifying glass icon.
5. Click Details.
6. On the new window, the file details appear:
   • Name
   • Owner
   • Last use
   • Tags
   • Notes
7. If the file was shared, you can identify the Users with access to information and the allowed actions - Read or Write - at the bottom of the screen.
8. Click Download.
9. Choose Yes to confirm.

Disable a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to disable.
4. In the Action column, next to the key, click on the (⁝) icon of the chosen item.
5. Select Disable.
6. Choose Yes to confirm.
7. You will receive a "File deleted successfully" confirmation notice.
   • If necessary, it is possible to Enable the note.

Enable a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. Locate the filter Enabled.
4. Select No.
5. Click Filter.
6. In the list that appears, locate the file you want to reactivate.
7. Click the (⁝) icon on the chosen item next to the key in the Action column.
8. Select Enable.
9. Choose Yes in the confirmation box.
10. You will receive a "File enabled successfully" confirmation notice.

Share a file

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to share.
4. In the Action column, next to the key, click on the (⁝) icon of the chosen item.
5. Select Share.
6. In the 'Share' window, you can search for the following:
   • Name
   • Username
   • E-mail
   • Access Group
     
     Info

     Configure the Access control of MySafe so that the groups appear in the share search.
7. Select who to share the note with.
8. In the same window, check:
   • Can view to share the information viewing.
   • Can edit to share editing information.
     Caution

     Users receiving the Can edit share are allowed to disable the file.
9. Share.
10. You will receive a "Shared" confirmation notice. From this action, users can access the file according to permissions settings.

Remove a file sharing

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to stop sharing.
4. In the Action column, next to the key, click on the (⁝) icon of the chosen item.
5. Select Share.
6. In the new window, select the user you want to stop sharing.
7. Click on the trash can icon.
8. Choose Yes in the confirmation box.
9. Share.
10.  You will receive a "Shared" confirmation notice. Now users no longer have access to the file.

Access the file version history

1. Access the senhasegura platform.
2. Navigate to MySafe➔Files. 
3. In the list, locate the file you want to access the history of.
4. In the Action column, next to the key, click on the icon (⁝) of the chosen item.
5. Select Information history.
6. In the 'History' window, you can see the report:
   • File name
   • File Size
   • Author of the file
   • The version of the file
   • History date and time
   • Action. When clicking on the magnifying glass, you access information about the file in the registered version.