Adding a category for searching for documents using templates

To add a category with document templates:

1. Open Management Console.
2. In the tree of nodes of Management Console, select the Categories and policies node.
3. In the workspace of the node, click the New category button and select Document templates in the list of category types that opens.

   The Category settings dialog will appear.

4. Specify the category name in the Name field.
5. Click the Add button and select file(s) that need to be protected against data leakage.

   The application supports files from which text data can be extracted (such as DOC, DOCX, ODS, ODT, PDF, RTF, TXT, XLS and XLSX). You are advised to not add more than 2 GB total volume of documents in a single category.

6. If necessary, in the Document match threshold block of settings, change the percentage of match as compared with document templates that have been added to the category.
7. In the Comments field, specify additional information pertaining to data in the category, for example, a link to the document that regulates the information security rules in the organization.
8. Click the OK button.

The application converts text data from files into fragments. If processing some files has failed when creating the category, the application displays a list of those files together with the details of processing errors.

The application stores no original documents (nor any parts of them) in the category. No original documents (nor any of their parts) that have been added to a category can be restored or read on the basis of fragments.

The new category for searching for documents using templates appears in the list of categories and policies.

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