View record details
Upon logging into OfficeNEXT Safebox, you'll see records provided by your administrator, representing the default company-shared records. Records you've personally added can be found under 'My Records'.
Viewing Record Details
To view the details of a specific record, select it from the list. The detailed view will appear on the right side of the screen, displaying information based on the template used for that record. If you created the record, options for sharing and editing will be available. For records created by others, only the options menu and close button will be visible.
Detailed View Interface
The toolbar in the detailed view varies slightly depending on whether you created the record or not. It includes the record logo, options to add or remove from favorites, share, edit, an options menu (three-dot icon), and a close button. For records created by others, the share and edit buttons are omitted.
Logo: Displays an icon based on the template used, such as Web Login, Basic, Login, Server, or SSH. For Web Login records, if a logo is available from the app logo service, it will be displayed.
Add/Remove from Favorites: Click the star icon to add or remove the record from your favorites. This can also be managed through the options menu.
Labels: Labels are used to specify the classification category of the selected record. The classification category indicated by the label name is displayed next to the record title. Labels can be managed by creating/modifying/editing/deleting label names on the record editing screen, and records can be classified by label name. And you can see the Labels in the left menu list.
Share: Allows you to share the selected record with team members or company staff. In the sharing window, click the '+' in the top right to select recipients from the organizational chart or group email list.
Edit: Switches the record to edit mode, enabling you to modify its contents. After making changes, click 'Save' to apply them.
Options (Three-Dot Menu): Provides a list of functions, including share, edit, add/remove from favorites, and delete.
Close: Closes the detailed view of the record.
Copying Record Information
In the detailed view, clicking on any field will copy its content to your clipboard. This feature facilitates easy pasting of information into other applications or websites. For example, you can copy a password from the detailed view and paste it during a website login.
By utilizing these features, you can efficiently manage and access your records within OfficeNEXT Safebox.
How to label records and manage labels
Labels cannot be assigned on the record creation screen. Therefore, you can classify already created records by assigning separate labels for their intended use or classification. When you assign a label, the Labels section will appear under 'My Records' in the left menu list.
Labeling records
Click on the record you want to label. A details pane will open on the right, and at the top, click the label (
) icon.The 'Label as' window will pop up, and you can assign a suitable label to the record. If there is no suitable label, you can create and assign a new label by clicking Settings in the upper right corner in the "Label as" window.
Select the checkbox next to the label name and click 'Apply' to save.
Create a new label
When you open the "Label as" window to assign a label, you can create a new label if the label you need does not exist.
In the "Label as" window, click the 'Settings (
)' icon next to the search field.When the "Manage labels" window opens, click the '+' next to the search bar to call up the "New Label" pop-up window.
Enter a desired label name in the Label Name field, select a color for that label, and click the 'Apply' button.
Check that the newly created label appears in the "Manage labels" window and press "Close" to return to the "Label as" screen.
Editing and deleting labels
If you want to edit or delete a label name, click on any record and then click on the 'Label' (
) icon at the top of the detail view screen. On the "Label as" screen, click on the 'Settings (
)' icon to enter the label management window (The window's name is "Manage labels").
Edit and delete a label
If you want to change the label name or color, click on that label in the record's detail view.
When you click on a label, edit and delete icons will appear to the right of that label.
You should click the pencil icon to edit or the trash can icon to delete a label in the "Manage labels" window. If you click Edit (
), it will open the label editing window, where you can change the label name and color. Then, clicking the Delete (
) icon will open the "Delete label" popup for confirmation, and clicking 'Delete' again will remove the label from the "Manage labels" list.
View labels
If you click on 'Labels' in 'My Records' on the left, a list of labels will appear. If you click on the label you want to see, you can view only the records with that label applied.
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