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This article contains all the information about the Notes homepage on MySafe.
|Show filters||Represented by the magnifying glass icon. It displays or hides the search fields on the screen.|
|Update||Represented by the counterclockwise arrow icon. It refreshes the page.|
|View actions||Represented by the three vertical dots icon. It displays a menu with possible actions for the report.|
|Add note||Represented by the plus sign. It opens the Add note page.|
|Batch import||Represented by the arrow icon. It opens the Batch import note page.|
|Print report||Represented by the printer icon. It opens a new page for printing the report.|
|Export CSV||Represented by the paper sheet icon. It downloads the report.|
|Schedule report||Represented by the clock icon. It opens the Schedule report form.|
If you click on the question mark symbol present on any page, it will redirect you to you to Documentation website.
|Name||Name of the registered note.|
|Tags||Keywords related to the registered note.|
|Shared||The sharing status, with the options Yes or No. If you click on the Clear button, it displays the All option.|
|Owner||The user who added the note.|
|Last use||Date of the last time someone used the note.|
|until||Limit date to search for notes registered within this period.|
|Enabled||The notes status, with the options Yes or No. If you click on the Clear button, it displays the All option.|
|Filter||Button to filter the results according to your chosen preferences.|
|Clear||Button to clear all the text boxes with the selected filters.|
- Check box: used for batch actions.
- Last use
- Magnifying glass: the button to open the the window displaying all information about the note.
- The icon represented by the three vertical dots ⁝ : the Action button to perform additional tasks such as sharing, editing, and more.
The report only displays 30 lines per page. To move to the next screens, click the forward buttons at the end of the report.
- Enable: green button used for batch activation.
- Disable: red button used for batch deactivation.
- Share: blue button used for batch sharing.