Procedure

1. Go to one of the following:
   • File Transfer Scan → DLP Policies → Add
   • Instant Message Scan → DLP Policies → Add
2. Go to the Templates screen.
3. Select templates from the list of available templates and click Add >> to apply the templates to the policy.

   Note A Data Loss Prevention policy requires selecting at least one template before activation.

4. In the Available DLP Template(s) toolbar, click Add to create a new template or click Import to import a template file.
   For details on adding templates, see Defining a Data Loss Prevention Template.

   For details on importing templates, see Importing a Data Loss Prevention Template.
5. Click Next >.