How to add a note
  • 1 minute to read
  • Dark
    Light
  • PDF

How to add a note

  • Dark
    Light
  • PDF

Article summary

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


Add a note

  1. On senhasegura, in the upper left corner, click the Grid Menu, represented by the nine squares, and select MySafe.
  2. In the side menu, select Notes.
  3. In the upper right corner, click View actions, represented by the three vertical dots icon.
  4. In the drop-down menu, select + Add note.
  5. In the Add note window, complete the information:
    1. Name*: enter a name for the note.
    2. Notes*: enter the text you want to protect.
    3. Tags: enter keywords to help identify the note.
Info

The items with an asterisk are mandatory

  1. 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.

Info

You can also add a note by accessing the drop-down menu on the MySafe homepage, in the upper right corner, +Add note.


Next

How to edit a note
How to share a note

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


Was this article helpful?