--- title: "How to manage notes on MySafe web" slug: "how-to-manage-notes-on-mysafe-web" updated: 2026-11-03T14:48:12Z published: 2026-11-03T14:48:12Z canonical: "docs.senhasegura.io/how-to-manage-notes-on-mysafe-web" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.senhasegura.io/llms.txt > Use this file to discover all available pages before exploring further. # How to manage notes on MySafe web This document provides a step-by-step guide on how to manage notes using the web version of **MySafe.** ## Path to access 1. On Segura™, in the navigation bar, hover over the **Products menu** and select **MySafe.** 2. In the side menu, select **Notes.** ## Add note To add a note using the **MySafe** web version, follow the steps below: 1. Click **Add** in the upper-right corner of the **Notes** screen. 2. On the **Add note** screen, fill in the following: Alert! Fields with an asterisk are mandatory. 1. **Name***: name to identify the note. 2. **Note*:** content of up to 900 characters you wish to store. 3. **Tags**: keywords to categorize the note. 3. Click **Save.** ## Copy note To copy a note using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **Copy**. Attention The copied note is temporarily stored in the device's clipboard and may be accessed by other programs. ## View note details To view the details of a note using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **View note** to open the **Password details** screen. 3. Click the **View note** button and use the contrast bar to reveal the note. Attention Ensure the environment is safe and avoid exposing your note to third parties. ## Edit note To edit a note's information using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **Edit**. 3. In the **Edit note** screen, make the necessary changes. 4. Click **Save**. ## Share note with a MySafe user To share a note with other **MySafe** users using the web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **Share**. 3. Click the **Internal** card. 4. Open the dropdown menu to find the user or group you want to share the note with. 5. Set the access permissions: - **Can view**: this option is selected by default and allows the user to view the note. - **Can edit**: this allows the user to also edit the note. Attention Users with edit permissions can disable the item. 1. Click **Share**. Info The recipient receives an email with a link that directs them to the shared item's screen. Shared items are also available in the **New items** section of the **MySafe Home** screen until the recipient interacts with the item. - More information on sharing items with users who don’t have a **MySafe** account in [How to manage the external share of an item](/v4-2/docs/how-to-manage-the-external-share-of-an-item). - More information on batch note sharing in [How to manage batch actions](/v4-2/docs/how-to-manage-batch-actions). ## Revoke note sharing with a MySafe user To revoke sharing a note with other **MySafe** users, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the **Shared** > **Yes** filter. 2. Click the **Actions** **button** and select **Share**. 3. Click the **Internal** card. 4. Find the desired user or group and click **Remove**. 5. Click **Share** to confirm the action. ## Disable note To disable a note using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **Disable**. 3. Click **Yes** to confirm. More information on disabling notes in bulk in [How to manage batch actions](/v4-2/docs/how-to-manage-batch-actions). ## Enable note To enable a note using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, click the **Status** filter, select **Inactive**, and click **Filter**. 2. Locate the desired note. 3. Click the **Actions** **button** and select **Enable**. 4. Click **Yes** to confirm. More information on enabling notes in bulk in [How to manage batch actions](/v4-2/docs/how-to-manage-batch-actions). ## Restore previous version of a note To restore a previous version of a note using the **MySafe** web version, follow the steps below: 1. On the **Notes** screen, identify the desired note or use the search filters. 2. Click the **Actions** **button** and select **History**. 3. View the previous versions of the note listed by number in the **Version** column. 4. Identify the desired version, click the **Actions** **button**, and select: 1. **View note** to open the **Version details** screen. 2. **Restore version** to update the note with the selected version. --- Do you still have questions? Reach out to the [Segura™ Community](https://community.senhasegura.io/).