--- title: "MySafe notes" slug: "mysafe-notes-screen" updated: 2026-11-03T14:47:51Z published: 2026-11-03T14:47:51Z canonical: "docs.senhasegura.io/mysafe-notes-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.senhasegura.io/llms.txt > Use this file to discover all available pages before exploring further. # MySafe notes 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 1. On Segura™, in the navigation bar, hover over the **Products menu** and select **MySafe.** 2. 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. info 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. | Attention 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](/v4-2/docs/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. info 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. |