Views:
  1. Go to the Data Loss Prevention Policies screen by navigating to 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 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 or exception 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

    • 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 or click Import to import a template file.