This document provides information about the Notes report screen, which displays notes accessible to your MySafe user. It allows you to view, add, edit, share, disable, enable, and restore previous versions of the items.
Path to access
- On Segura, in the navigation bar, hover over the Products menu and select MySafe.
- In the side menu, select Notes.
Actions menu
| Item | Type | Description |
|---|---|---|
| Add | Button | Directs to the Add note screen. |
| Enable | Button | Available after selecting at least one item, it enables multiple items simultaneously. |
| Disable | Button | Available after selecting at least one item, it disables multiple items simultaneously. |
| Share | Button | Available after selecting at least one item, it shares multiple items simultaneously. |
| Actions | Dropdown menu | Displays the options Batch import, Print report, Export CSV, and Schedule report. |
Search fields
| Item | Type | Description |
|---|---|---|
| ID | Text field | Filters notes by their identification code in Segura. |
| Name | Text field | Filters notes by their identification name. |
| Tags | Text field | Filters notes by associated keywords. |
| Shared | Text field | Filters notes by their sharing status. The options are Yes or No. Clear the field to enable the All option. |
| Owner | Text field | Filters notes by the user who added them to MySafe. |
| Last Use | Date selector | Filters notes by the period they were accessed. |
| Status | Dropdown menu | Filters notes by their activation status. The options are Enabled or Disabled. Clear the field to enable the All option. |
Report fields
- Checkbox: used for batch actions.
- ID.
- Name.
- Size: note size in B, KB, or MB.
- Tags.
- Shared.
- Owner.
- Last use.
- Status.
- Actions:
- View note: opens the Note details screen with all note information.
- Share: opens the Share screen.
- Edit: opens the Edit note screen.
- Disable: opens a confirmation pop-up with Yes and No options.
- History: opens the item's version history screen.
By default, the report displays 30 records per screen. To go to the next screen, click the forward button at the end of the report.
Note details screen
General tab
This tab allows users to view general information about the item.
| Item | Description |
|---|---|
| Name | Note identification name. |
| Owner | User who added the note to MySafe. |
| Last use | Date and time when the note was last accessed. |
| Tags | Keywords associated with the note. |
| View note | Button that opens a pop-up to view the note. Adjust the Contrast bar to reveal its content. |
| Copy note | Button that copies the note to the clipboard and changes to "Copied!" for a few seconds when clicked. |
When clicking Copy note, the information is added to the clipboard and may be accessible by other programs.
Sharing tab
This tab displays information about the item shared with other MySafe users.
| Item | Description |
|---|---|
| Member | Name of the MySafe user with access to the note. |
| Can view | Indicates permission to view the note details. This column always shows Yes for shared items. |
| Can edit | Indicates permission to edit the note details. The options are Yes or No. |
Share screen
This screen allows users to select Internal to share notes indefinitely with MySafe users or External to share notes temporarily with people who don’t have a MySafe account.
Internal sharing
| Item | Type | Description |
|---|---|---|
| Users | Dropdown menu | Searches MySafe users by name or private groups. |
| Access permission | Checkbox | Sets note access permissions. The options are Can view (default) and Can edit. |
| Remove user | Button | Removes the selected user. |
External/One-time share screen
Requirements
- External sharing permission granted by the MySafe administrator. More information in How to configure MySafe.
| Item | Type | Required | Description |
|---|---|---|---|
| Name | Text | No | Displays the note identification name. |
| Type | Text | No | Displays the item type. The options are Password, File, Note, and API secret. |
| E-mail address of the recipient | Text field | Yes | Enter the email(s) of the person(s) with whom the note will be shared. |
Sharing details section
The expiration date is subject to the permissions set by the administrator in the Global administration > Sharing options menu.
If the administrator has set the expiration date to 1 hour, a user attempting to select a period longer than 1 hour, such as 24 hours, will receive an error message stating that the selected period exceeds the maximum limit defined by the administrator.
| Item | Type | Required | Description |
|---|---|---|---|
| Expiration time* | Dropdown menu | Yes | Defines the period during which the shared item will be accessible. The options are 1 hour, 24 hours, 1 week, 30 days, or Customized. Selecting Customized enables date and time fields for personalized selection. |
| Maximum access* | Radio button | Yes | Sets the number of times the recipient can access the shared item within the defined period. Options: Unlimited, One time share, or Customized. Selecting Customized enables a field to specify the number. |
Add/Edit note screens
The Add note and Edit note screens share the same fields.
| Item | Type | Required | Description |
|---|---|---|---|
| Name* | Upload field | Yes | Note identification name. |
| Note* | Text field | Yes | Content of the note. Maximum: 900 characters. |
| Tags | Text field | No | Keywords for categorizing the note. |
History screen
On this screen, users can view and restore previous versions of a note.
Search fields
| Item | Type | Description |
|---|---|---|
| Name | Text field | Filters note versions by name. |
| Author | Text field | Filters note versions by the user who made changes. |
| Version | Text field | Filters note versions by version number. |
| Version date | Text field | Filters notes by the period they were modified. |
Report fields
- Name.
- Author.
- Version.
- Version date.
- Actions:
- View note: opens the Version details screen.
- Restore version: restores the selected note version.
By default, the report displays 30 records per screen. To go to the next screen, click the forward button at the end of the report.
Version details screen
This screen allows users to view information about the selected version of the item.
| Item | Description |
|---|---|
| Name | Note identification name. |
| Creator | Name of the user who added the note to MySafe. |
| Editor | Name of the user who modified the note. |
| Tags | Keywords associated with the note. |
| Start date | Date and time when the note was added to MySafe. |
| End date | Date and time when the note was modified. |
| View note | Button that opens a pop-up to view the note. Adjust the Contrast bar to reveal the content. |
| Copy note | Button that copies the note to the clipboard and changes to "Copied!" for a few seconds when clicked. |
| Restore version | Button that restores the selected version and briefly changes to “Restored!” when clicked. |