Create a file matching rule
If you use role-based administration:
- You must have the Data control customization right to create or edit data control rules.
- You must have the Policy setting - data control right to set up data control policies.
- You cannot edit a policy if it is applied outside your active sub-estate.
For more information, see Managing roles and sub-estates.
For an overview of file matching rules, see About data control rules.
To create a file matching rule and add it to a data control policy:
You can set up alerts and messages that will be sent to the user when a rule in the data control policy is matched. See Set up data control alerts and messages.