A marking policy is a series of settings that control mark options for email and files. Only admins can create or edit marking policies for an EchoMark Account. Members of an EchoMark account cannot edit policy, but they can choose which policy to apply within the app or via the email plugin. Non-members do not have control over policy set by Admins.
Default policy
By default, all messages and attachments routed through EchoMark will use the default marking policy displayed in the Marking tab of the EchoMark app. The default marking policy also applies to SecureView links created in the app, but users of the app (members and admins) can decide to use different policies.
Admins can edit the policy marked as default, or assign a different policy as the default. They can also create custom policies and then selectively override the default mark policy based on sender, recipient, security label, etc., using routing rules in Exchange or Google Workspace.
Policy options
You can use policy settings to determine how files and emails are marked, as well as if and how footnotes or visible watermarks should render. See Visible Watermarks and Custom Footnotes for help customizing your footnote or visible watermarks.
Override Default Marking Policy for Email
Using Mail flow rules in Exchange, or Compliance Rules in Google Workspace you can set marking policy based on message properties. For example, you could assign one policy for email sent from users within a Marketing group in your org, while triggering a different policy for messages labeled as confidential.
Marking policy is passed to EchoMark via a message header called x-echomark-options with value matching a policy id from your marking policies. If no marking policy is designated in the message header, then the default mark policy is used. You can get the policy ID by opening a policy as if to edit and then copying the policy ID from the details tab.
Implementation
To implement custom mark option policies by setting message header, follow one of the guides below based on your environment.