In the case of Microsoft Office and PDF documents, Egnyte Secure & Govern can inspect the file’s metadata - details and keywords that identify the document's topic or contents. The user can search for such metadata by creating a Custom Policy for Document Properties.
Create Custom Policy
- Navigate to Settings -> Content Classification -> Policies. Click Add Custom Policy.
- Enter the Policy name, tag, and description, then click Configure for Document Properties.
- By default, Microsoft Office and PDF files have standard document properties like the title, author, and subject.
The user can enter these three Standard Properties into the policy by using a list of comma-separated values to be exactly matched for each property. For any Keywords in the Microsoft Office document (or Tags for PDF files), specify a list of comma-separated values in the Keywords field. These values will be compared against the Keywords or Tags field in a document’s metadata to find any overlapping keywords. - In addition to these Standard Properties, the user can also match a file’s Custom Document Properties that have custom names and values. These properties can be one of four types - Text, Date, Numeric, or Yes/No.
- Add Custom Properties to be matched, by specifying its Name, Type, and the expected value. In the case of Text and Numeric fields, specify a comma-separated list of values to be matched against the property.
- The policy tags added in the custom policies from Secure & Govern can be seen in the Web UI.