How to add a note

This article will guide you through a step-by-step process on how to add all the notes you want to save.

Add a note

1. At the senhasegura platform, in the upper left corner, click on the Grid Menu ⁝⁝⁝ and select MySafe.
2. Select Notes.
3. In the upper right corner, click on the icon represented by the three vertical dots ⁝ (View actions).
4. Select + Add note.
5. Complete the information:
   1. Name
   2. Notes: text with protected data.
   3. Tags
6. Click Save.

After completion, you'll receive a confirmation message "Note added". In the warning box, you can also share the stored note.
When you finish adding, the notes will be displayed on the Notes homepage on the report.

Next:

How to edit a note
How to share a note

Do you still have questions? Reach out to the senhasegura Community.