How to automate document management and security

Enterprise Shield provides powerful automation tools that help reduce manual effort and enhance data security across your organization. To get started with auto-classification, first review our guide on preventing data exfiltration to ensure your account is properly configured.

Once setup is complete, you can enable auto-classification to automatically apply document classifications based on the sensitive content identified by your content inspection policy. In the classification table, use the auto-classification column to map specific content categories to desired classifications. For example, documents containing PII can be automatically classified as “Private,” triggering sharing restrictions through classification controls.

For a deeper dive into auto-classification setup and best practices, check out this community post.

Using Enterprise Shield’s document management API, which includes our search documents and search folders APIs, you can build custom scripts to change document permissions in bulk, archive documents, or generate custom reports. These scripts can help automate the document management process. 

Before you begin, ensure you have the ability to use Lucid’s REST API. You can follow these instructions if needed. To hit the document management API endpoint for all documents and folders on your account, you must be an account owner, a document admin, or a Shield admin.

Note: These guides are here to help you get the most out of Enterprise Shield, but are not intended to address all scenarios or compliance requirements. You’re in the best position to decide how to configure your settings to ensure they meet your specific security and privacy needs.