How to manage files on MySafe web

This document provides a step-by-step guide on how to manage files using the web version of MySafe.

Path to access

1. On senhasegura, in the navigation bar, hover over the Products menu and select MySafe.
2. In the side menu, select Files.

Add file

To add a file using the MySafe web version, follow the steps below:

1. Click Add in the upper-right corner of the Files screen.

2. On the Add file screen, fill in the following:

   Alert!

   Fields with an asterisk are mandatory.

   1. File*: upload the file you wish to store.
   2. Tags: keywords to categorize the file.
   3. Notes: general observations about the file.

3. Click Save.

Download file

To download a file using the MySafe web version, follow the steps below:

1. On the Files screen, identify the desired file or use the search filters.
2. Click the Actions button and select Copy.

View file details

To view the details of a file using the MySafe web version, follow the steps below:

1. On the Files screen, identify the desired file or use the search filters.
2. Click the Actions button and select View file to open the File details screen.
3. Click the View file button and use the contrast bar to reveal the file.

Edit file

To edit a file's information using the MySafe web version, follow the steps below:

1. On the Files screen, identify the desired file or use the search filters.
2. Click the Actions button and select Edit.
3. In the Edit file screen, make the necessary changes.
4. Click Save.

Share file with a MySafe user

To share a file with other MySafe users using the web version, follow the steps below:

1. On the Files screen, identify the desired file 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 file with.
5. Set the access permissions:
   1. Can view: this option is selected by default and allows the user to view the file.
   2. Can edit: this allows the user to also edit the file.

6. Click Share.

• More information on sharing items with users who don’t have a MySafe account in How to manage the external share of an item.
• More information on batch file sharing in How to manage batch actions.

Revoke file sharing with a MySafe user

To revoke sharing a file with other MySafe users, follow the steps below:

1. On the Files screen, identify the desired file 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 file

To disable a file using the MySafe web version, follow the steps below:

1. On the Files screen, identify the desired file or use the search filters.
2. Click the Actions button and select Disable.
3. Click Yes to confirm.

More information on disabling files in bulk in How to manage batch actions.

Enable file

To enable a file using the MySafe web version, follow the steps below:

1. On the Files screen, click the Status filter, select Inactive, and click Filter.
2. Locate the desired file.
3. Click the Actions button and select Enable.
4. Click Yes to confirm.

More information on enabling files in bulk in How to manage batch actions.

Restore previous version of a file

To restore a previous version of a file using the MySafe web version, follow the steps below:

1. On the Files screen, identify the desired file or use the search filters.
2. Click the Actions button and select History.
3. View the previous versions of the file listed by number in the Version column.
4. Identify the desired version, click the Actions button, and select:
   1. View file to open the Version details screen.
   2. Restore version to update the file with the selected version.

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