AIP - Classify a file or email by using Azure Information Protection

Classify a file or email by using Azure Information Protection

The easiest way to classify your documents and emails is when you are creating or editing them from within your Office desktop apps: Word, Excel, PowerPoint, Outlook.

However, you can also classify files by using File Explorer. This method supports additional file types and is a convenient way to classify multiple files at once.

Using Office apps to classify your documents and emails

Use the Azure Information Protection bar and select one of the labels that has been configured for you.

For example, the following picture shows that the document hasn't yet been labeled because the Sensitivity shows Not set. To set a label, such as "General", click General. If you're not sure which label to apply to the current document or email, use the label tooltips to learn more about each label and when to apply it.

Azure Information Protection bar example

If a label is already applied to the document and you want to change it, you can select a different label. If the labels are not displayed on the bar, first click the Edit Label icon, next to the current label value.


Using File Explorer to classify files

When you use File Explorer, you can quickly classify a single file, multiple files, or a folder.

When you select a folder, all the files in that folder and any subfolders it has are automatically selected for the classification that you set. However, new files that you create in that folder or subfolders are not automatically classified.

When you use File Explorer to classify your files, if one or more of the labels appear dimmed, the files that you selected do not support classification without also protecting them.


To classify a file by using File Explorer

  1. In File Explorer, select your file, multiple files, or a folder. Right-click, and select Classify and protect. For example:

    File Explorer right-click Classify and protect using Azure Information Protection

  2. In the Classify and protect - Azure Information Protection dialog box, use the labels as you would do in an Office application, which sets the classification as defined by your administrator.

    If none of the labels can be selected (they appear dimmed): The selected file does not support classification. For example:

    No labels available in the Classify and protect - Azure Information Protection** dialog box

  3. If you selected a file that does not support classification, click Close. You cannot classify this file without also protecting it.

    If you selected a label, click Apply and wait for the Work finished message to see the results. Then click Close.

If you change your mind about the label you chose, simply repeat this process and choose a different label.

The classification that you specified stays with the file, even if you email the file or save it to another location.




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