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Configuring Compliance Policy Rules

 

Topic Last Modified: 2011-05-12

EHA provides two types of compliance policy rules. You can configure multiple instances of each rule type to meet your organization's needs. The two compliance policy rules are as follows:

  • Exclude Attorney/Client Conversations: This policy rule excludes attorney-client privileged messages from review, thus protecting the confidentiality of the conversation. Attorney/client conversations may be between individual users, or in the form of email flowing from specific domains. This exclusion can be applied at the individual user or domain level, and the exclusion can be permanent or set to expire on a specific date.
  • Implicitly Review: This policy rule allows messages that are sent to or from specific email addresses or domains, or messages that contain specific words in subjects, to always be marked as automatically reviewed.
To add Exclude Attorney Client Conversations rules:
  1. In the Administration Center, click the Administration tab, and then click the Policy Rules tab.

  2. In the Tasks pane, select New Compliance Policy Rules.

  3. Select Exclude Attorney Client Conversations from the drop-down list.

  4. If the rule is temporary, set a specific date in the Expiration Date box. Otherwise, keep the box blank to make the rule permanent.

  5. If you want the rule to apply to messages from a specific email address, select E-Mail, and then enter the email address.

  6. If you want the rule to apply to messages to or from a specific domain, select Domain, and then enter the domain name.

  7. Click Save Policy Rule.

To add Implicitly Review rules
  1. In the Administration Center, click the Administration tab, and then click the Policy Rules tab.

  2. On the Policy Rules tab, click New Compliance Policy Rules.

  3. Select Implicitly Review.

  4. If you want the rule to apply to messages from a specific email address, select E-Mail, and then enter the email address.

  5. If you want the rule to apply to messages to or from a specific domain, select Domain, and then enter the domain name.

  6. If you want the rule to apply to messages containing specific words in the subject, select Subject, and then enter the desired words.

  7. Click Save Policy Rule.

 
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