Managing Secure Notes

Editing a Note

1. Find and open the note
2. Click Edit
3. Make your changes
4. Click Save

Finding Notes

Using Search:

• Type in the search bar at the top of your vault
• Search looks at note titles and content

Using Filters:

• Click Secure Notes in the sidebar to show only notes
• Filter by folder to narrow results

Using Folders:

• Organize notes into folders for easy browsing
• See Organizing with Folders

Copying Note Content

1. Open the secure note
2. Click the Copy button next to the content
3. Paste wherever needed
4. Content auto-clears from clipboard after 90 seconds (configurable)

Moving Notes to Folders

1. Open the note
2. Click Edit
3. Select a folder from the Folder dropdown
4. Click Save

Deleting Notes

1. Find the note you want to delete
2. Click the options menu (⋮)
3. Select Move to Trash
4. Confirm deletion

Deleted notes remain in Trash for 30 days before permanent deletion.

Sharing Notes

To share a secure note with others:

1. Open the note
2. Click Edit
3. Under Ownership, select a Zone you have access to
4. The note is now accessible to Zone members based on their permissions

For one-time sharing, consider using Secure Share instead.

Tips

• Use consistent naming conventions for easier searching
• Periodically review notes and delete outdated ones
• Back up critical notes by exporting your vault
• For frequently accessed information, pin important notes