Defining Policies by Case
Policies have default settings that you can customize to meet your organization's requirements.
To define a policy by case, from the navigation pane on the left, click Settings > Policies.
For more information about the policies page, see .
When defining a policy by case, you can perform the following actions:
n | Block the file under all conditions. If selected: |
t | Additional options may be available for you to set. |
t | You can edit the default block notification message text, Block Reason. |
t | The Default Action displays a red dot. |
n | Sanitize the file. If selected: |
t | Additional options may be available for you to set. |
t | The Default Action displays a green dot. |
n | Skip the file. The Default Action displays a grey dot. |
n | Add one or more exceptions to the policy. The Exceptions displays the number of exceptions applied to the policy. For more information, see . |
The following table describes the positive selection processing options that are available for each case:
Case |
Processing Options |
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Unknown File |
You can block or skip these files. If you select Skip, the unknown file is not processed for positive selection and the original version will reach the destination folder. |
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Password Protected |
You can block or process these files. By default, the files are processed for positive selection.
When the files are blocked, Votiro Cloud issues a block-file containing the reason it was blocked. The notification contains a link that opens a Password Protected File portal where the password can be entered. When the correct password is entered, the blocked file returns to the storage server, for processing. The processed file is then downloaded to the recipient's computer, or sent by email as an attachment. Note This feature supports the following file types only: PDF, ZIP, 7zip, RAR, DOC, DOCX, DOT, DOTX, DOCM, DOTM, XLS, XLT, XLSX, XLTX, XLSM, PPT, PPS, POT, PPTX, PPSX, POTX and PPTM. It does not work on other file types that can be protected by a password, such as Visio files. Instructions for Email UserThe Votiro Cloud administrator should communicate the following information and instructions to the users. An email message with password protected files attached can be processed for positive selection and returned as an email attachment, or as a download. The user receives a message that a password protected file has been received, with the option to enter the password, then click Get File. The password protected file is processed for positive selection, then attached to the email. This is distributed to all named recipients. If Votiro Cloud has already processed password protected files, additional users requesting files to be processed will be advised that this has already taken place. Note This feature supports the use of one password per email. |
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Large File |
You can set the minimum size of files you want to block. When this option is checked, for every file that Votiro Cloud blocks, it issues a block-file containing the reason it was blocked. Accept the default text or edit it. |
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Complex File |
You can set a layer number. Files that are found in that layer or deeper are blocked. |
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Special Case | You will have already defined a Special Case with Votiro's support team. Click Load File. For more information, see . |
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