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Apr 9, 2025
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[Email Security] Update Outbound DLP docs #21550

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Update Outbound DLP docs
Maddy-Cloudflare Apr 9, 2025
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Merge branch 'production' into maddy/email-security-pcx-16837
Maddy-Cloudflare Apr 9, 2025
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39 changes: 9 additions & 30 deletions src/content/docs/cloudflare-one/email-security/outbound-dlp.mdx
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Expand Up @@ -7,33 +7,17 @@ sidebar:


:::note[Compatibility]
Outbound DLP is only compatible with Microsoft 365.
Outbound DLP is only compatible with Microsoft 365. You need to have Microsoft E3 or E5 license to enable Outbound DLP.
:::

Outbound Data Loss Prevention ensures the protection of sensitive information in outbound emails with [Cloudflare Data Loss Prevention (DLP)](/cloudflare-one/policies/data-loss-prevention/). Outbound Data Loss Prevention integrates with your inbox, and it proactively monitors your email to prevent unauthorized data leaks.

## Get started
To enable Outbound DLP:

To begin using outbound DLP, install the Cloudflare add-in in Microsoft 365:
1. [Create an outbound policy](/cloudflare-one/email-security/outbound-dlp/#1-create-an-outbound-policy).
2. [Set up DLP Assist add-in](/cloudflare-one/email-security/outbound-dlp/#2-dlp-assist-add-in).

1. In [Zero Trust](https://one.dash.cloudflare.com), go to **Email Security** > **Outbound DLP**.
2. In **Protect sensitive data in outbound emails**, select **Get started**.
3. Select **Download add-in** to download the Cloudflare add-in.
4. Configure Microsoft 365 to use the Cloudflare add-in:
1. In the [Microsoft 365 Apps admin center](https://config.office.com/), go to **Microsoft 365 Admin Center** > **Settings** > **Integrated Apps**.
2. Select **Upload custom apps**. For the application type, choose _Office Add-in_.
3. Select **Upload manifest file (.xml) from device**.
4. Upload the Cloudflare add-in file.
5. Verify and complete the wizard.
5. Confirm the Cloudflare add-in was configured in Microsoft 365.

After configuring the Cloudflare add-in in Microsoft 365, you can select **Add a policy** to create an [outbound DLP policy](#create-an-outbound-policy).

:::note
The Cloudflare add-in can take up to 24 hours to propagate after install.
:::

## Create an outbound policy
## 1. Create an outbound policy

An outbound policy allows you to control outbound email flow.

Expand Down Expand Up @@ -62,7 +46,7 @@ After creating your policy, you can modify or reorder your policies in **Email S
| Email sender | The user in your organization sending an email. |
| Matched DLP profile | The [DLP profile](/cloudflare-one/policies/data-loss-prevention/dlp-profiles/) that content of an email matches upon scan. |

## DLP Assist add-in
## 2. DLP Assist add-in

The Data Loss Prevention (DLP) Assist add-in allows Microsoft O365 users to deploy a DLP solution for free using Cloudflare's Email Security.

Expand Down Expand Up @@ -98,11 +82,6 @@ To block, encrypt, or send approval, you can configure rules within Microsoft Pu
9. Select **Save**.
10. Select **Turn the Policy On Immediately**.

## Set up DLP profiles

1. In [Zero Trust](https://one.dash.cloudflare.com), go to **Email Security** > **Outbound DLP**.
2. Select **Add a policy**:
- **Name your policy**.
- **Build an expression**.
- **(Optional) Configure message type**: Create a custom message to be be displayed when a violation occurs.
3. Select **Save**.
:::note
The Cloudflare add-in can take up to 24 hours to propagate after install.
:::
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