Creating a Filter

Default filter settings for new customers can be defined in a template. Navigate to ‘Administration‘ and click > Customer Management > Customers > Templates.

To create a filter for your company:

  • Navigate to ‘Security Settings‘ and click Email > Filter Policies

For a customer’s users:

  • Navigate to ‘Administration‘ click > Customer Management > Customers
  • Search or select the customer for which you want to set up email filtering (the customer’s company record opens).
  • Navigate to ‘Security Settings‘ and click > Filter Policies
  • On either the Inbound or Outbound tab, click New Filter.
  • Enter a descriptive Filter Name.
  • Choose the filter direction (Inbound or Outbound) — defaults to the tab being used for this procedure, but can be overridden.
  • Click Continue.
    The filter definition page opens:

Create a filter - Proofpoint

The filter’s name and direction are shown on a panel on the right of the page. You can change the filter’s name and direction on this panel, and/or add a description of the filter.

  1. Choose the Scope of the filter (company, group, or user).
  2. Define the first “if” condition that will determine if the email triggers the filter’s action: choose a condition from the list, then choose the appropriate value (if any).
  3. If necessary, click Add Another Condition and repeat the steps. Repeat until all conditions are defined, in order.
  4. Choose the primary action that results when an email meets the condition(s): Quarantine, Allow, or Nothing.
  5. If this action should take priority over any actions defined for other filters the email might match, check Override the Previous Destination.
  6. Optionally, click Add Another Action and choose an additional action.
  7. Click Save.
    The filter is listed on the appropriate tab (Inbound or Outbound).

To enable or disable a filter, on the appropriate tab (Inbound or Outbound) click the i_slider.png toggle on or off.