> For the complete documentation index, see [llms.txt](https://docs.guardware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.guardware.com/documentation/partner-portal/partner-portal-detailed-guides/templates.md). # 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. {% hint style="info" %} 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**](#data-types) * [**PROTECT Templates**](#protect) * [**INSIGHT Templates**](#insight) {% endhint %} ## 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 {% stepper %} {% step %} Navigate to **Data Types** > **Data Type Template** and click **+New Data Type Template**.

{% endstep %} {% step %} If you wish to import configuration from existing templates, select **Import Settings** and choose an existing template from the dropdown. Otherwise, leave it as is.

Enter a **Template name** and an optional description. Click **Continue**. {% endstep %} {% step %} Select the data types from the list; you can search or filter to find specific data types quickly.

{% endstep %} {% step %} Click **Save Template** to create the new template. {% endstep %} {% endstepper %}

Edit a Data Type Template

{% hint style="warning" %} You cannot modify or delete data types created by the system or super admins. {% endhint %} 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. {% hint style="info" %} Click **Add Data Type**, then select **Assigned** to view data types currently assigned to the selected template. {% endhint %}

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**](/documentation/management-console/data-governance/data-type.md#create-a-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. {% stepper %} {% step %} Navigate to **PROTECT** > **User Policies** and click **+New User Policy**.

{% endstep %} {% step %} 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.

{% endstep %} {% step %} 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. {% endstep %} {% step %} Configure the file protection actions; to learn more about these settings or how to configure them in detail, refer to the [**User Policies documentation**](https://docs.guardware.com/documentation/protect/encryption-and-policies/user-policies).

{% endstep %} {% step %} Click **Save** to apply configurations. {% endstep %} {% endstepper %}

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 The **Application** section defines 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. This ensures only approved applications can access or modify protected content.

#### Add an Application Applications are first added to the Application List, which serves as the pool of available application policies. {% hint style="warning" %} The Application List contains a set of predefined application policies. Before creating a new one, check whether the application you need is already in the list. {% endhint %} 1. Navigate to **PROTECT** > **Application** > **Application List**. 2. If the application you need is not in the list, click **+New Protect Application**. 3. Enter the executable name, application suite, and folder path. 4. Define which file extensions the application can encrypt or decrypt. 5. Enable **Network Drive Support** if the application needs to access encrypted files on network drives. 6. Click **Save**. The application will appear in the Application List. #### Edit an Application 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 1. Navigate to **PROTECT** > **Application** > **Application List**. 2. Click **Delete** to remove the application from the list. 3. Confirm deletion by clicking **Delete**. #### Create Application Template Applications 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**, **Description**, and click **Next**. 4. Select the applications to assign to the template from the list. 5. Click **Save 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.

{% hint style="warning" %} The following entries are system-defined and must not be modified or removed: {% endhint %}

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

#### Add an Avoid Folder Directory Template If the directory you need is not already in the list, you can add it manually. 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder List**. 2. Click **+New Avoid Folder**. 3. Enter a title and the full directory path to exclude from encryption. 4. In **Sub Folders**, click **+** and add a complete path of subfolders within the directory that **must continue to be encrypted**. These subfolders override the exclusion rule of the folder. Use the **+** button to add multiple subfolders.\ \ While the main directory is excluded from encryption, any subfolder added here will **continue to follow normal encryption rules**. This allows you to exclude a directory for operational needs while still protecting specific subfolders that contain sensitive or regulated information. 5. Click **Save**. #### Edit Avoid Folder Directory Template 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder List**. 2. Click **Edit** to make any changes. 3. Click **Save** to apply configurations. #### Delete Avoid Folder Directory Template 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder List**. 2. Click **Delete** to delete the Avoid folder. 3. Confirm deletion by clicking **Delete**. #### Create Avoid Folder Template 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder Template**. 2. Click **+New Avoid Folder Template**.

3. Enter a **Template Name**, give a short **Description** and click **Next**. 4. Select the avoid folder directories by clicking the checkboxes. 5. Click **Save Template** to confirm the assignment. #### 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. #### Assign Directories to Avoid Folder Template 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder Template**. 2. Click **+Assign** to open the side panel. 3. Click **All** and select to assign or unselect to unassign directories by clicking the checkbox. 4. Click **Assign** to update changes. {% hint style="info" %} Click **+Assign** and select **Assigned** to view data types currently assigned to the selected template. {% endhint %} #### Delete Avoid Folder Template 1. Navigate to **PROTECT** > **Avoid Folders** > **Avoid Folder Template**. 2. Click **Delete** to delete the Avoid folder. 3. Confirm deletion by clicking **Delete**. ## INSIGHT INSIGHT templates define the policies and configurations applied to devices of an organisation. An INSIGHT template is made up of three components: Advanced Settings, User Policies, and Working Days & Hours. 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, including the methods used to monitor the movement of sensitive data, the applications, URLs, and file extensions that are included or excluded from monitoring, and the configuration of communication between devices and the server. #### Add an Advanced Setting 1. Navigate to **INSIGHT** > **Advanced Setting** and click **+New Advanced Setting**. 2. Enter **Setting Name** and **Description**. 3. If you want to duplicate a user policy, select the existing policy from the **Copy Settings From** dropdown. 4. Check the box if you wish to assign this Advanced Setting as the default and click **Next**. 5. Select the Advanced Settings by clicking **+Add Setting** button. 6. Click **Review & Save** to review the settings and click **Save** to create the advanced setting. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.guardware.com/documentation/partner-portal/partner-portal-detailed-guides/templates.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.