Creating a Policy Template from Scratch
A policy is made of tracking groups and data sources. The tracking groups determine what information you want to identify and how to label the files that contain it. Data sources identify the locations to be scanned under the policy.
Select Policy Center.
Select Create a policy on the Policies tab. The Create new policy modal appears.
Enter a name for the policy you are creating. This is the name that displays in the Policies list.
Select Create. The Tracking groups page appears.
Add a risk level.
Assign a name to this tracking group.
Add the cost per incident, if desired.
Add assignment rules.
To add additional assignment rules, select the + icon.
Add the actions you want to apply to the tracking group.
Select Apply changes to save the tracking group.
To add another tracking group, click the + icon under the tracking group you just created. Repeat the steps above for all the tracking groups you want to create.
Select the Data sources icon on the left side of the screen.
Assign a data source to the policy.