How to batch-share notes

In addition to individual note sharing, MySafe offers batch-sharing, allowing you to share multiple notes in a single process. This guide will walk you through it step-by-step.

Batch-sharing notes

1. At the senhasegura platform in the upper left corner, click on the Grid Menu ⁝⁝⁝ and select MySafe.
2. Select Notes.
3. On the list, identify the notes you want to share.
4. Select the checkboxes next to the notes you wish to share.
5. Go to the footer section of the page.
6. Click the Share blue button.
7. Click Yes to confirm.
8. In the sharing window, you can search users by name, username, email, user groups or private groups.
   Info

   Note that MySafe allows sharing with both User groups and Private groups.

9. Select who to share the notes with.
   1. You can share with one or more users, or with user groups.
10. In the same window, the Can view option comes checked by default and and allows viewing the information.
    1. Additionally, choosing Can edit allows others to edit the information.
11. Click Share.

Wait for the process to complete. You’ll receive a confirmation notice.

Now, selected users and groups can access the notes according to the permissions settings. Click on the magnifying glass icon for note-sharing details.

The user's names and the allowed actions - Read or Write - are at the bottom of the note details window.

Next:

How to add private group

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