Adding Policy Exceptions
Policies have default settings that you can customize to meet your organization's requirements, including adding exceptions.
You can define one or more exceptions to any case policy or file type policy. Exceptions can be based on the following criteria:
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Email (for Votiro Cloud for Email only) |
For more information about the policies page, see .
Adding an Exception:
To add an exception to a policy, follow these steps:
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From the navigation pane on the left, click Settings > Policies. |
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Click the case or file type policy you wish to define an exception for. |
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In the top right corner, click + Add Exception. The Define Exception window appears: |
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Define at least one condition to base the exception on. Create a condition by selecting values from lists, or entering text, as appropriate. |
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To add another condition to the exception definition, click the plus (+) icon. To delete a condition, click the trash icon.
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When your exception definition is complete you can activate the exception by clicking Save. To abandon the exception definition, click Cancel. You will return to the policy page. |
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The exception is added to the right pane. To add the exception to the policy, click Save Changes. |
Defining Exceptions for File Types
To specify an exception for one or more file types:
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In the leftmost list, select File Type. |
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In the second list, select Equals or Not Equals. |
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In the last list, select one or more relevant file types. The list displays the most common types. |
To select a type that does not appear in the list, select Other types. Click checked to activate the |Searchbar. Enter search criteria and select one or more file types.
Defining Exceptions for File Size
To specify an exception based on on file size:
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In the leftmost list, select File Size. |
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In the second list, select Is more than or Is less than. |
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In the input field, type in a numeric value for the size, or use the + and - buttons. |
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In the last list, select Bytes, KB, MB, GB, or TB. |
Note
nFile sizes are measured in bytes.
nFiles up to 100 MB can be uploaded for positive selection processing.
Defining Exceptions for Email Senders or Recipients
You can specify any of the following:
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From: For emails from a particular sender, or a specific domain. |
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To: For emails to a particular recipient. |
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CC: For emails to a particular CC-ed recipient. |
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Recipients: For emails to recipients that appear in To, CC, or BCC fields. |
Defining Email and Domain Addresses - Full and Partial
You can specify:
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An exact email or domain address by selecting Equals or Not Equals. |
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A partial domain address by selecting Include address. |
Guidelines and examples:
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Specify a full email address, including the @ sign. For example, joe@abc.com. |
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Partial email addresses are not accepted. For example, @abc.com or joe@. |
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Specify full or partial domains. For example, abc.com or courses.xyz.info
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Defining Exceptions for File Extensions
To specify a list of file type extensions:
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In the leftmost list, select File Extension. |
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In the second list, select Ends with or Doesn't end with. |
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In the text field, type in the extensions you need. Separate them with commas. For example: DOC,PDF,XLSX. |
Defining Exceptions for Validating Signatures
To specify an exception for a file with a digital signature, select Is valid or Is not valid.
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