How to Use Document Tagging Policy in Sensitive Information - AnySecura Manual

This guide will show you how to automatically classify and label your organization's documents using the Document Tagging Policy within AnySecura's Sensitive Information module. You'll learn to create rules that apply consistent labels and security levels based on the content of your files.

We'll walk through each policy attribute, from setting actions and tags to defining classification levels, so you can precisely control how documents are managed. By the end, you'll be able to configure AnySecura to intelligently protect sensitive information as soon as it's created or modified.

AnySecura Document Tagging Policy interface

Administrators can classify and label internal documents using the Document Label feature. Labels can then be used for document control. In AnySecura, go to Sensitive Information → DDocument Tagging Policy to configure policies that automatically tag local documents.

The attributes of a Document Label Policy include:

Policy Attribute Description
Action Controls the operation applied to documents triggering the policy, options include Set or Do Not Set.
  • Set: Applies the specified document labels and classification, then continues matching subsequent policies.
  • Do Not Set: Does not apply labels or classification, and stops matching subsequent policies.
Add Document Tag Select to add the specified document label.
Tag Content Specifies the label content to add. Supports formats <LabelName:LabelValue> or <LabelValue>. Multiple labels can be added, separated by semicolons.
Setting Method Defines how labels are applied:
  • Append: Adds the policy-defined labels to the document (default).
  • Replace: Replaces existing label values with the same label name. If the label does not exist, it is appended.
Remove Document Tag Select to remove specified document labels.
Tag Content Specifies the labels to remove, using the same format as adding labels.
Set Document Security Level Specifies the document's classification level.
Classification Options: Options include Specified Security Level and Automatic Grading:
  • Specified Security Level: Enables the "Select Security Level" option, allowing you to choose a specific classification from a dropdown:
    • No Change: Default, the document's classification remains unchanged.
    • Unclassified: The document is set as unclassified.
    • Available Classifications: Set the document to a chosen classification level, ranked from lowest to highest: Public, Internal, Confidential, Secret, Top Secret.
  • Automatic Grading: Disables manual selection. The document's classification is automatically set based on the highest classification level of the matched sensitive information categories. If multiple sensitive categories are matched with different levels, the document adopts the highest level.
Allow Downgrade Default (unchecked): The document's classification will only be updated if it is lower than the policy-specified level. Documents with equal or higher classification remain unchanged. Checked: Any document that triggers the policy will have its classification set to the policy-specified level, regardless of its current classification.
Apply to Local Files Apply this policy to local files. The policy cannot be saved if this option is not selected.
Sensitive Content This option appears when AnySecura's sensitive content recognition is enabled. Documents matching the selected sensitive content categories will have the policy's document tags applied.
Document Type Specify the document types for the policy. You can set inclusion and exclusion ranges, with exclusion taking priority. By default, the inclusion range covers all file types supported by document tags.
Application Specify the applications that trigger this policy. Default is <All>. Only files handled by the selected applications will be controlled.

Note:

  • The document tagging feature currently supports the following file types:
    1. 1. Office files（*.doc;*.docx;*.xls;*.xlsx;*.ppt;*.pptx）
    2. 2. Wps files（*.wps;*.wpt;*.et;*.ett;*.dps;*.dpt）
    3. 3. Pdf files
    4. 4. Image files（*.jpg;*.jpeg;*.jpe;*.bmp;*.png）

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