Files
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Files
- 4 minutes to read
- Print
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In this document, you’ll find detailed information about MySafe’s Files 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 Files.
Top bar
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 file | Represented by the plus sign, it opens the Add file 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. |
Search fields
Item | Description |
---|---|
ID | Field that filters files by their unique identification code. |
File | Field that filters files by their name. |
Tags | Field that filters files by associated keywords. |
Shared | Field that filters files by their sharing status. The available options are Yes and No. Click Clear to enable the All option. |
Owner | Field that filters files by the name of the user who registered it. |
Last use | Field that filters files by the period during which the file was downloaded. 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 files by the period during which the file was downloaded. 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 files by their activation status. The available options are Yes and No. Click Clear to enable the All option. |
Report fields
- Checkbox: used for batch actions.
- ID.
- File.
- Size: size of the file in B, KB, or MB.
- Tags.
- Shared.
- Owner.
- Last use.
- Enabled.
- Acton: in this column, you’ll find the following options:
- Details: represented by the magnifying glass icon, it opens the File details screen with all information about the file.
- 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.
Bottom buttons
- Enable: button used for batch activation.
- Disable: button used for batch deactivation.
- Share: button used for batch sharing.
File details screen
In this section, you’ll find all the information about the File details screen.
Item | Description |
---|---|
Name | Name assigned to the file. |
Owner | The user who registered the file. |
Last use | The date and time when the file was last used. |
Tags | Keywords associated with the file. |
Notes | Observations about the file. |
Download | Represented by the download icon, it opens the Confirmation pop-up window with the Yes and No options for downloading the file. |
Users with access to information section
Item | Descrição |
---|---|
Member | Name of the MySafe user with access to the file. |
Can view? | Indicates viewing permission for the file details. By default, whenever a file is shared, this column is marked with Yes. |
Can edit? | Indicates editing permission for the file details. The available options are Yes and No. |
Add/Edit file screen
In this section, you’ll find all the information about the Add file and Edit file screens, which have the same fields.
Item | Description |
---|---|
Add file* | Box for uploading the file with options to drag and drop the file into the indicated area or to click the Upload file button to search for the item on your computer. Maximum size: 500 MB |
Tags | Keywords associated with the file. |
Notes | Observations about the file. |
Eye icon | Present only on the Edit file screen, an icon that shows information about who added the file and when, as well as who made the last change and when. |
Info
The items with an asterisk are mandatory.
File history information screen
In this section, you’ll find all the information about the screen where you can view the version histories of a file.
Search fields
Item | Description |
---|---|
File | Field that filters files by their name. |
Author | Field that filters files by the user who made a change. |
Version | Field that filters files by their version change. |
History date | Field that filters files 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 files 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. |
Report fields
- File.
- Size: size of the file in B, KB, or MB.
- Author.
- Version.
- History date.
- Action: in this column, you access
- View file: represented by the magnifying glass icon, it opens the File 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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