Procedure

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. If you select a template containing file attributes, the Header (From, To, and Cc), Subject, and Body check boxes are clear by default.

5. 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.