TEMPLATES

Templates bundle reusable compliance and security settings for consistent organisation setup. They can define sensitive data types, PROTECT policies, and INSIGHT device settings. Create templates at the partner level, then assign them to one or more organisations.

1. Navigate to ORGANISATION and click Assign Template.
2. Select the appropriate template from the dropdown.
3. Click Assign to assign the template to the organisation.

Templates must be created before the assignment. To create a template, navigate to the relevant section and set up your first template.

• Data Type Templates
• PROTECT Templates
• INSIGHT Templates

DATA TYPES

Data Type Templates are reusable configurations of the Data Types used by GuardWare to identify sensitive information during scanning. Partner Admins and Partner Users can create templates containing the Data Types required for a particular organisation, and then reuse those templates instead of configuring Data Types individually for every new organisation.

Data Type Template

1

Navigate to Data Types > Data Type Template and click +New Data Type Template.

2

Enter a Template name and an optional Description. If you wish to import configuration from existing templates, select Import Settings and choose a template from the dropdown. Click Continue to proceed.

3

Select the data types from the list; you can use the search or filter function to find specific data types quickly.

4

Click Save Template to create the template.

Edit a Data Type Template

You cannot modify or delete data types created by the system or super admins.

1. Navigate to Data Types > Data Type Templates.
2. Click Edit to update the template name, description, and assigned data types.
3. Click Save Template to update changes.

Add or Remove Data Types to Template

1. Navigate to Data Types > Data Type Template.
2. Click an entry in the Data Type column or click Add Data Type to open the side panel.

   
3. Click All to select all, or select individual data types to assign or unassign them.
4. Click Update Template to apply changes.

Click Add Data Type, then select Assigned to view data types currently assigned to the selected template.

Delete a Data Type Template

1. Navigate to Data Types > Data Type Templates.
2. Click Delete to delete the selected template.

   
3. Click OK again to confirm.

Data Type

Data types define the specific categories of sensitive information GuardWare scans for within an organisation. Only create a new data type if the predefined data types in the library don't cover the sensitive data required for your organisation.

1

Navigate to Data Types > Data Type and click +New Data Type.

2

Follow the procedures here to create a custom data type.

Edit a Data Type

1. Navigate to Data Types > Data Type and click the Edit icon.
2. Rename the data type, refine parameters and assign or remove its subtypes the same way as when creating a data type.

Delete a Data Type

1. Navigate to Data Types > Data Type and click the Delete icon.
2. Click Delete to remove the data type or Cancel to call off the operation.

PROTECT

PROTECT templates define the protection policies applied to an organisation. A PROTECT template is made up of three components: User Policies, Application Settings, and Avoid Folders. Each component is configured independently and combined into a template that can be assigned to one or more organisations.

User Policy Template

User policies determine which features and actions are available in the PROTECT Agent, giving administrators control over the end-user experience.

1

Navigate to PROTECT > User Policies and click +New User Policy.

2

Enter the Policy Title and give a Description. If you want to duplicate a user policy, select the existing policy from the Clone from Existing Policy dropdown.

3

Enable Detours if you want to prevent protected files opened in Word, Excel, and PowerPoint from being automatically saved and synced to OneDrive or SharePoint.

Enable Private Mode to allow users to use private or incognito browsing. Disable it to prevent users from using private or incognito browsing.

4

Configure the file protection actions; to learn more about these settings or how to configure them in detail, refer to the User Policies documentation.

5

Click Save to apply configurations.

Edit User Policy Template

1. Navigate to PROTECT > User Policies.
2. Search for the policy and click Edit ✎ under ACTIONS to update the policy.
3. Update the policy and click Save.

Delete User Policy Template

1. Navigate to PROTECT > User Policies.
2. Search for the policy and click Delete .
3. Click Delete to remove the policy.

Application

Define which applications can open, edit, and save protected files. These applications ensure PROTECT can encrypt files when users save or export them in different formats, ensuring only approved applications can access or modify protected content.

Create an Application List

The Application List contains predefined application policies. Applications are first added to the list, which serves as the pool of available apps that the user can add to the template.

1

Navigate to PROTECT > Application > Application List and click +New Application.

2

Enter the name of the executable file in Executable Name, the family of application it belongs to in Application Suite (optional), and the directory where the executable is in Folder Path.

Click to add the directory to the Folder Path Selected list.

3

Define which file extensions the application can encrypt or decrypt.

4

Enable Network Drive Support if the application needs to access encrypted files on network drives.

5

Click Save. The app will now appear in the Application List.

Edit an Application List

1. Navigate to PROTECT > Application > Application List.
2. Click Edit on the desired entry to update its details.
3. Click Save to apply changes.

Delete an Application List

1. Navigate to PROTECT > Application > Application List.
2. Click Delete to remove the application from the list.

   
3. Confirm deletion by clicking Delete.

Create an Application Template

An Application List must be created before you can create an Application Template.

Applications list can be grouped into a template that can be assigned across organisations.

1

Navigate to PROTECT > Application > Application Template.

2

Click +New Application Template.

3

Enter a Template Name and a Description. If you want to duplicate a setting, select one from the Import Settings dropdown and click Continue.

4

Select the applications from the list to assign them to the template. You can search for a specific application from the search bar to find it quickly.

5

Click Save Template to create the Application template.

Edit an Application Template

1. Navigate to PROTECT > Application Template
2. Click Edit on the desired entry to update its details.
3. Click Save to apply changes.

Delete an Application Template

1. Navigate to PROTECT > Application > Application Template.
2. Click Delete to remove the application template from the list.
3. Confirm deletion by clicking Delete.

Avoid Folders

The Avoid Folders section lets you define directories that can be excluded from encryption. Files stored in these folders will not be encrypted by PROTECT, even if they include sensitive words or match any pre-defined data type.

The following entries are system-defined and must not be modified or removed:

Directory	Folder
C:\Users*\AppData	Mandatory App Data
C:\Program Files	Program Files
C:\Program Files (x86)	Program Files (x86)
C:\Windows	Windows

Create an Avoid Folder List

If the folder you want to exclude is not included in the existing Avoid Folder List, create a new folder list and specify the folder path to exclude from protection.

An Avoid Folder List must be created before creating an Avoid Folder Template.

1

Navigate to PROTECT > Avoid Folders > Avoid Folder List and click +New Avoid Folder.

2

Enter a Title for the template and specify the folder path to exclude in Directory.

3

Click + Add Sub Folder to add a subfolder within the specified directory. You can add multiple subfolders.

Although the main directory is excluded from encryption, subfolders added here continue to follow the normal encryption rules. Use this option when you need to exclude a directory while continuing to protect specific subfolders containing sensitive or regulated information.

4

Click Save to create the list.

Edit Avoid Folder List

1. Navigate to PROTECT > Avoid Folders > Avoid Folder List.
2. On the desired entry, click Edit to make any changes.
3. Click Save to apply configurations.

Delete Avoid Folder List

1. Navigate to PROTECT > Avoid Folders > Avoid Folder List.
2. On the desired entry, click Delete to delete the list.
3. Confirm deletion by clicking Delete.

Create an Avoid Folder Template

1

Navigate to PROTECT > Avoid Folders > Avoid Folder Template and click +New Avoid Folder Template.

2

Enter a Template Name and a Description. If you want to duplicate a setting, select one from the Import Settings dropdown and click Continue.

3

Select the avoid folder directories by clicking the checkboxes.

4

Click Save Template to confirm the assignment.

Add Avoid Folder

1. Navigate to PROTECT > Avoid Folders > Avoid Folder Template.
2. Click Add Avoid Folder to open the side panel.
3. Click All and select to assign or unselect to unassign directories by clicking the checkbox.

   
4. Click Update Policy to apply changes.

Select Assigned to view data types currently assigned to the selected template.

Edit Avoid Folder Template

1. Navigate to PROTECT > Avoid Folders > Avoid Folder Template.
2. Click Edit to make any required changes.
3. Click Save Template to save changes.

Delete Avoid Folder Template

1. Navigate to PROTECT > Avoid Folders > Avoid Folder Template.
2. Click Delete to delete the template.
3. Confirm deletion by clicking Delete.

INSIGHT

INSIGHT templates define the policies and configurations applied to devices of an organisation. Each component is configured independently into a template that can be assigned to one or more organisations.

Advanced Setting

Advanced Settings function as the central control point for how monitoring is configured and enforced across the organisation. These settings determine how INSIGHT operates on end-user devices. An Advanced Setting Template lets this configuration be defined once and applied to one or more organisations, instead of being set up individually each time.

1

Navigate to INSIGHT > Advanced Setting and click +New Advanced Setting.

2

Enter Setting Name and Description. If you want to duplicate a user policy, select the existing policy from the Copy Settings From dropdown.

3

Check the box if you wish to set this Advanced Setting as the default; then click Next.

4

Configure the Advanced Settings by clicking +Add Setting button.

5

Click Review & Save to review the settings and click Save to create the advanced setting.

View Advanced Setting Details

1. Navigate to INSIGHT > Advanced Setting.
2. On the desired template, click View Details.

   
3. Click to expand and view the Advanced Setting configurations.

Edit Advanced Setting

1. Navigate to INSIGHT > Advanced Setting.
2. On the desired Advanced Setting, click Edit to make any required changes.
3. Click Update & Save to apply changes.

Delete Advanced Setting

1. Navigate to INSIGHT > Advanced Setting.
2. On the desired Advanced Setting, click Delete to open the confirmation window.

   
3. Click Yes, Delete it to delete the Advanced Setting.

User Policy

User Policies define how user activities are monitored, governed, and controlled within the organisation, helping organisations monitor and prevent risky actions such as accessing restricted applications, transferring sensitive data, or using unauthorised devices. A User Policy Template lets this configuration be defined once and applied to one or more organisations, instead of being set up individually each time.

1

Navigate to INSIGHT > User Policies and click +New User Policy.

2

Follow the procedures here to create a User Policy.

View User Policy

1. Navigate to INSIGHT > User Policies.
2. Find the policy you want to view, and click View in the ACTIONS column.

   
3. The policy overview page opens, where you can review its configuration, including applied rules, selected activities, and enforcement settings.

Configure Data Types

1. Navigate to INSIGHT > User Policies.
2. Find the policy whose data type you want to update, and click Data Types in the ACTIONS column.

   
3. Find the data type you want to update and click Edit in the ACTION column.
4. Update the details and click Apply To This Row.
5. You can also add or delete any data type.
6. Click Submit after applying your changes.

Edit User Policy

1. Navigate to INSIGHT > User Policies.
2. Find the policy you want to edit, and click Edit in the ACTIONS column.

   
3. Edit the details and click Confirm.

Delete User Policy

1. Navigate to INSIGHT > User Policies.
2. Find the policy you want to delete and in the ACTIONS column, click the Delete icon.

   
3. Click Yes, delete in the confirmation alert.

Working Days & Hours

The Working Days section shows your organisation’s official working days and hours. These settings help INSIGHT distinguish between working and non-working time. A Working Days & Hours Template lets this configuration be defined once and applied to one or more organisations, instead of being set up individually each time.

1

Navigate to INSIGHT > Working Days & Hours and click +Add New Template.

2

Provide a Template Name and a Description to the template.

3

Set the working days and working hours by clicking the checkboxes.

4

Click Save Template to set the Working Days & Hours time.

Edit Working Days & Hours

1. Navigate to INSIGHT > Working Days & Hours.
2. Click Edit and adjust the days and time of the desired template.

   
3. Click Update Template to apply changes.

Delete Working Days & Hours

1. Navigate to INSIGHT > Working Days & Hours.
2. Click Delete to open a confirmation window of the desired template.

   
3. Click Delete to remove the template.