Procedure

1. Go to one of the following:
   • File Transfer Scan → DLP Policies → [Policy name]
   • Instant Message Scan → DLP Policies → [Policy name]
2. Edit the rule criteria as necessary.
   • To edit the Contacts, click the Edit link on the top-right corner of the Select Contacts/Group and Exceptions sections.
   • To edit the Templates, click the template name and Add >> to the Selected DLP template(s) list or << Remove templates from the list.
     In the Available DLP Template(s) toolbar, click Add to create a new template (see Defining a Data Loss Prevention Template) or click Import to import a template file (see Importing a Data Loss Prevention Template).
   • To edit the Notification settings, click the Settings link beside the person you want to notify.
3. Click Save.