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Data Control - PDF file with US SSN or Banking information.

BopBop

I set up few Data control policy for Banking information,  US SSN , etc. The policy is working fine. Whenever users  email any document with SSN or Banking information I do get notification.  However if user convert a document  to pdf file which has Banking or SSN , the policy doesn’’’’t recognize the file.  I couldn’’’’t find any option for file type.

Any suggestions ?

:12987


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  • 0

    Hello BopBop,

    so you've modified the default rules to apply to email applications? If you did not exclude certain filetypes (Edit rule, 5. Select files to exclude) the rules should work on PDF as well (just tested it). You could turn on verbose logging on the client (open the GUI, Configure data control) to view what's detected and what is not. Which type (and version) are the any documents and how do users convert them?

    Christian

    :13003
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  • 0

    Hello BopBop,

    so you've modified the default rules to apply to email applications? If you did not exclude certain filetypes (Edit rule, 5. Select files to exclude) the rules should work on PDF as well (just tested it). You could turn on verbose logging on the client (open the GUI, Configure data control) to view what's detected and what is not. Which type (and version) are the any documents and how do users convert them?

    Christian

    :13003
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