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Document Classification for Office FAQ

This is a collection of Questions and Answers about Titus Labs Document Classification. If you have feedback about one of these topics or have additional questions, please send your comments to info@titus.com.

1. Which versions of Office does Document Classification work with?

Document Classification for Word, Excel and PowerPoint V3 works with Office 2003 and Office 2007. Document Classification V3 requires the Microsoft .NET framework Redistributable Package to be applied on the user's and administrator's computer.

2. Which Office applications does Document Classification support?

Document Classification V3 is available for Word, Excel and PowerPoint.

3. Can I customize all the labels that users will select?

Yes, Document Classification labels are completely customizable. You can define the classification properties you wish to collect from users as well as the customizable label choices.

4. Can Document Classification insert the classification labels in the header / footer of a document if I have an existing template or header / footer defined?

Yes, Document Classification will insert the classification labels in the header and footer while trying to maintain the formatting of any current header and footer.  You can also configure Document Classification to place the classification labels in a particular part of the header/footer that typically does not contain text. In any case, the user still has access to the header/footer and can format existing header/footers as desired. See the Document Classification Administration Guide for more information.

5. If Document Classification inserts a watermark into the document, can the user go in and change the watermark?

No, the standard Microsoft Word watermark feature will not provide access to the watermark inserted by Document Classification.

6. We want to be able to automatically apply Windows Rights Management permissions to all documents based on the classifications selected. Is this possible with your product?

Yes, Windows RMS is supported as a means to apply control to documents that have been classified with Document Classification. Document Classification supports all RMS permissions including the application of RMS templates based on the classification selected by the user.

7. We don’t have the Microsoft Rights Management Service. Can we still use your product?

Yes, the Microsoft RMS features are optional, and by default are off in the Document Classification product.

8. We are subject to legal and compliance regulations which mandate that we must archive and retain documents for certain periods of time. Can we use your product to help us manage compliance for document retention and archival?

Yes, many of our customers assign classification labels such as “Public”, “Financial Information”, "Legal Hold",  "General Business" etc. to indicate how the documents should be managed. Customers can then use their archive systems to read the classification metadata and take the appropriate retention action.

9. For certain documents we must be able to encrypt the document before it is sent out over the Internet. Can your product encrypt documents of certain classifications?

Document Classification cannot encrypt documents, but it could be integrated with encryption products to achieve this. Integration with Microsoft RMS provides encryption of documents.

10. We have thousands of desktops in our company and we want to deploy Document Classification to all of them. Will we need to configure every desktop one at a time?

Document Classification was designed as an enterprise ready product. Document Classification is a small msi application which can be centrally rolled out via tools like Microsoft Group Policy or Systems Management Server. In addition, we have developed an Administration Tool that allows administrators to customize all Document Classification desktops from one central location.

11. We want our users to be forced to apply a classification label to a document before it can be saved. Is this possible with Document Classification?

Yes Document Classification supports a Force Select feature which forces a user to select a classification label before the document can be saved or printed. This feature can be turned on by the Document Classification administrator.

12. Is there a way we can search for documents based on the classification labels that are assigned by your product?

Yes Document Classification automatically creates custom properties in the document which have, as values, the classification labels selected by the user.  Users can use utilities such as the Microsoft Word File Search utility, or other third party search engines to find documents with certain classifications on a machine or network.

13. Can the Document Classification product auto-classify documents?

Document Classification can apply default classifications to new documents.  These default classifications can be customized for different groups of users.  For example, users in the legal group could have a default classification of Confidential - Legal Information, whereas a user in the HR department could have a default of Confidential - HR Information.

In addition, Document Classification V3 provides Guided Classification that guides the user to apply the correct classifications and provides advice via Smart Tags in the Word document. 

14. Is the Document Classification product able to scan a document and automatically apply classification properties?

Document Classification V3 scans a document and can make classification suggestions, but does not automatically apply classification labels.  The user can look at the Document Classification suggestions and then make the appropriate classification selection.  The user has the best knowledge to select the appropriate classification in a given context.

15.  Can Document Classification apply portion markings to documents?

Yes, the Portion Marking tool applies classifications to individual portions of a document, and reflects the highest portion marking in the document’s overall classification. This helps to prevent inadvertent disclosure, including unintentional declassification in government and military environments.

16.  Can Document Classification digitally sign labels to protect against tampering?

Yes, Document Classification can digitally sign classification labels to ensure integrity and trustworthiness. This optional feature requires public key infrastructure (PKI) certificates, and is compliant with NATO’s draft standard for XML security labels.

 
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