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Custom Document Tags

Custom tags allow you to define and track specific tags from any vendor that uses a supported tagging format. These tags are useful for enforcing data policies and gaining visibility into how sensitive data is handled across your organization. The system now supports matching these tags based on name, value, or name:value pairs.

Setting up Custom Tags​

Go to Settings > Content matching rules > Document Tags.

In the Custom Document Tags tab and click on the + Add new tag button.

Enter a name for the Tag. This name will appear in the Events tab of the Risks Overview page when a file matches the tag.

From the Match on dropdown, select the format you want to use: Name, Value, or Name:Value.

Select the Case sensitivity from the dropdown.

Enter the string or regular expression pattern in the Input field.

Click Save.

Understanding Match Formats​

  • Name: Use this to match a tag based on its name.
  • Value: Use this to match a tag based on its value.
  • Name:Value: This option allows you to match a tag based on the full name-value pair.

Examples​

Here are some examples of custom tag configurations:

Matching a tag with the name:

Tag: Finance

Match on: Name

Case: Case insensitive

Input: Finance Report

Matching a tag with a GUID:

Tag: Confidential

Match on: Value

Case: Case insensitive

Input: 7ffb99db-xxxx-4c62-xxxx-d317

Matching a tag with a name:value pair:​

Tag: Confidential

Match on: Name:Value

Case: Case insensitive

Input: Confidential:7ffb99db-xxxx-4c62-xxxx-d317