Procedure

1. Go to the Data Loss Prevention Policies screen by navigating to Data Loss Prevention → DLP Policies.
2. Add or edit a policy or exception:
   • For new policies or exceptions:
     1. Click Add.
     2. Go to the Specify Rule screen.
   • For preexisting policies or exceptions:
     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:

   • Subject
   • Body
   • Attachment
4. 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.

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).