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Proofpoint, Inc.

Creating a Filter

  1. Navigate to Security Settings > Email > Filter Policies.
  2. On either the Inbound or Outbound tab, click New Filter.

    It may also be useful to create a new filter based on an existing one: to copy a filter, click i_duplicate.png .

  3. Enter a descriptive Filter Name.
  4. Choose the filter direction (Inbound or Outbound) defaults to the tab being used for this procedure, but can be overridden.
  5. Click Continue.
    The filter definition page opens.
    New Filter

    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.

  6. Choose the Scope of the filter (company, group, or user).
  7. 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).
  8. If necessary, click Add Another Condition and repeat the steps. Repeat until all conditions are defined, in order.
  9. Choose the primary action that results when a email meets the condition(s): Quarantine, Allow or Nothing.
  10. If this action should take priority over any actions defined for other filters the email might match, check Override Previous Destination.
  11. Optionally, click Add Another Action and choose an additional action.
  12. 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.