Notes

In simple words

Notes is part of Digi Locker. Secure notes. This guide takes you through it in 7 short steps.

Where it fits in your work — Store. Add credentials, documents, URLs and notes to the company or a client vault.

Before you start

• You need to be signed in to your company's workspace. Digi Locker appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Notes belongs to Vaults in Digi Locker. Secure notes.

Step by step

1. 1

   Step 1

   Open Digi Locker

   Sign in and open the Digi Locker panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Notes”

   In the left menu, click “Notes”. The “Notes” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Title or text…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Ownership
   • Client
   • Type
   • Status
5. 5

   Step 5

   Add a new one

   Click “Add note” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Apply
7. 7

   Step 7

   Done

   Secure notes.

Tips

• You can use more than one filter together (Ownership, Client, Type) to see exactly the records you want.
• The search box accepts: Title or text…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Digi Locker → Open “Notes” → Find what you need → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• Legal & Documents

  Signed documents are filed here.

• Projects

  Client credentials for project work.

• Workspace

  Expiry alerts reach the right people.

What you will see on this screen

These are the parts of the Notes screen, exactly as they appear in the product.

Why use Digi Locker

Digi Locker replaces password & document vault tools, on the same login and the same data.

• Credentials and documents encrypted and access-controlled
• A vault per client, kept separate
• Expiry alerts so nothing lapses by surprise
• Know exactly who opened or changed what

Who uses Digi Locker

• Administrators

  Own the company vault and its access rules.

• Account managers

  Keep each client's vault in order.

• Employees

  Use only the vaults and records shared with them.

• Management

  Watch expiries and review the activity log.

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