Understanding Workflows

A workflow lets you configure an automated action that the product performs on a document, following a classification decision. For example:

• Send an email message to personnel in charge
• Move or copy a document from one location to another, and many others.

To set up a workflow, you need to do the following:

• Specify conditions, defining the classification decisions that this workflow acts upon.

• Configure rules that trigger your workflow actions.

• Select actions that take place when one or more rule conditions match.

For real-life use cases and walkthrough examples, see the Netwrix training materials. Go to the Netwrix website to find out how you can reduce the exposure of your sensitive data.

See next:

• Managing Workflows
• Workflow Actions