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The Policy Designer allows Workshare to be customized for your environment. Overall, it's well thought out, making it easy to create new policies. For example, we crafted a policy that searched for the word "confidential" in all text and HTML documents. You determine the files that are searched, such as Office, RTF, text, HTML, zip, XML and PDF. You can also create regular expressions (regex) to search for any standardized data such as account numbers. Several other criteria can be matched including looking in hidden data such as small text, hidden text, white text, et

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Rules can be applied to Workshare "channels," the messaging protocol through which information is distributed--client email, Active Content Channel (in Office documents), removable devices and mail servers.

The actions and channels allow you to define how and where the information can be sent or stored. Our sample rule searched for "confidential," allowing it to be used in documents, but not allowing users to email it to anyone outside the corporation. The Workshare routing feature allows you to define who can and cannot be sent sensitive emails.