Notes screen

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In this document, you’ll find detailed information regarding MySafe’s Notes page.

Path to access

On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and select MySafe.
In the side menu, select Notes.

Item	Description
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 drop-down menu with possible actions for the report.
Add note	Represented by the plus sign, it opens the Add note screen.
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 screen.

Item	Description
ID	Field that filters notes by their unique identification code.
Name	Field that filters notes by their name.
Tags	Field that filters notes by associated keywords.
Shared	Field that filters notes by their sharing status. The available options are Yes and No. Click Clear to enable the All option.
Owner	Field that filters notes by the name of the user who registered it.
Last use	Field that filters notes by the period during which the notes were viewed. Format `MM/DD/YYYY`. Use this field to enter the start date of the period. The downward arrow opens a calendar.
until	Field that filters notes by the period during which the notes were viewed. Format `MM/DD/YYYY`. Use this field to enter the end date of the period. The downward arrow opens a calendar.
Enabled	Field that filters notes by their activation status. The available options are Yes and No. Click Clear to enable the All option.

Checkbox: used for batch actions.
ID
Name
Tags
Shared
Owner
Last use
Enabled
Action: in this column, you’ll find the following options:
- View note: represented by the key icon, it opens the Note details screen with all information about the password.
- Three vertical dots icon: opens a drop-down menu with the options: Share, Edit, Disable, and* Information history*.

Info

The report displays 30 records per page. To go to the next screen, click the forward button at the end of the report.

In this section, you’ll find all the information about the Note details screen.

Item	Description
Name	Name assigned to the note.
Owner	The user who registered the note.
Last use	The date and time when the note was last viewed.
Tags	Keywords associated with the note.
Notes	Observations about the note.
View the information	Represented by the list icon, it opens the Protected information pop-up window which displays the content of the note.

Attention

By clicking Copy password, the information will be added to the clipboard and other programs will be able to access it.

Item=	Description=
Member	Name of the MySafe user with access to the note.
Can view?	Indicates viewing permission for the note details. By default, whenever a note is shared, this column is marked with Yes.
Can edit?	Indicates editing permission for the note details. The available options are Yes and No.

In this section, you’ll find all the information about the Add note and Edit note screens, which have the same fields.

Item	Description
Name*	Field for entering a name for the note.
Note*	Text box for entering the note you want to protect. Limit: 900 characters.
Tags	Keywords associated with the note.

Info

The items with an asterisk are mandatory.

In this section, you’ll find all the information about the screen where you can view the version histories of a note.

Item	Description
Name	Field that filters notes by their name.
Author	Field that filters notes by the user who made a change.
Version	Field that filters notes by their version change.
History date	Field that filters notes by the period during which the change was made. Format `MM/DD/YYYY`. Use this field to enter the start date of the period. The downward arrow opens a calendar.
until	Field that filters notes by the period during which the change was made. Format `MM/DD/YYYY`. Use this field to enter the end date of the period. The downward arrow opens a calendar.

Name
Author
Version
History date
Action: in this column, you access
- View note: represented by the magnifying glass icon, it opens the Note details screen.

Info

The report displays 30 records per page. To go to the next screen, click the forward button at the end of the report.

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