Procedure

1. Go to the Data Loss Prevention Policy screen by navigating to one of the following:
   • For Real-time scans: Data Loss Prevention → DLP Policies
   • For Manual scans: Manual Scan → Data Loss Prevention
   • For Scheduled scans: Scheduled Scan → [Add or Edit] → Data Loss Prevention
2. Add or edit a policy:
   • For new policies:
     1. Click Add.
     2. Go to the Specify Rule screen.
   • For pre-existing policies:
     1. Click the policy name.
     2. Click the Target tab.
3. Select the check box(es) for the target area(s) of the email message to scan. Available targets are Header (From, To, and Cc), Subject, Body, and Attachment.
4. Select templates from the list of available templates and click Add >> to apply them to your policy.

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

5. 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).