Using visual markings

The next option we can add is the marking option, to make the classification also visible in the content of the mail or document as a header, footer, or watermark. By default, the marking option is applied under the Confidential and Highly Confidential labels.

With the next steps in this section we will reach and view the following result:

  • View the default behavior for the Confidential label
  • Open Word as Don Hall and apply the Confidential | All Employees label
  • You will notice the footer contains Classified as Confidential

If you work with templates that already use the header/footer section, you need to test the templates to ensure that the classification doesn't crash your template design. By default, no watermark will be applied.

Use the following source to customize the visual markings: https://bit.ly/2Cu8BnU.

A typical example could be Classified as ${Item.Label} from ${User.Name} at ${Event.DateTime}.

If you are using the new AutoSave option, we recommend enabling the continuous classification feature in the Advanced settings with the following strings NAME: RunPolicyInBackgroundVALUE: True, for example:

AIP policy advanced settings

You will find additional features in this area, as follows:

Configured advanced settings in the policy

Next, we will explore the automatic classification feature.

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