📖 3 mins read

How to create a policy for a document with GAT+?

You have a document that is Shared with a particular department of your organisation. This document is allowed to be shared among your domain, but Sharing it out to users, not from your domain is forbidden. You do not want to restrict it only to certain users, but everyone to have access to the Document, and if it is Shared out – the external users to be automatically removed.

Using GAT+ an admin can apply a rule on Google Doc or Folder and remove the external user and perform all the actions below automatically after each scan.

The important thing to remember about a narrow policy like this is that the file might also be subject to a big policy, which could warn the owners too. When designing policies for whole domains you have to carefully think out the domain-wide ones and the specific ones.

  • So do you allow all shares and block specific ones, or do you block all shares and allow specific ones?
  • Do you do nothing and just warn people once a month about files shared out that changed during the month?
  • Are there some cases where you just remove access and don’t warn people?

These can become very complex questions which the Admin team needs to think through with the managers as to what is the appropriate level of external sharing and/or warnings.

  • Remove All Internal and External Shares
  • Remove Internal
    • Remove All Internal Shares
    • Remove Only the following Internal Shares
    • Remove Groups Members
  • Remove External
    • Remove All External Shares
    • Remove Only the following External Shares
    • Remove All External Shares Excluding the following:
  • Replace permissions
    • Replace “Public” with “Public at generalaudittool.com”
    • Replace “Public at generalaudittool.com” with “Public at generalaudittool.com with link”
    • Replace “Public with link” with “Public at generalaudittool.com with link”
    • Replace “Public” with “Public with link”

Find File

In GAT+ → Drive →  Files → Apply a custom filter → Search by Title 

Search for the File/Folder in the example below we search by Title. Admin can use any other search parameter to find the file they need.

GAT+ | Create a Policy for Any Given File or Folder 1

When the result is displayed, click on it and get the File ID. Click on the document and copy the File ID.

GAT+ | Create a Policy for Any Given File or Folder 2

When the ID is copied, apply the filter and search by the ID

GAT+ | Create a Policy for Any Given File or Folder 3

This will show the same file again, we use this to make sure the rule we will apply is only for the selected File.

  • File ID equals the ID
  • Scheduled – enable the checkmark
  • Occurrence – select the time when you want this policy to run
  • Enabled – the report to run on not
  • Apply & Schedule – Apply the filter and Schedule the report
GAT+ | Create a Policy for Any Given File or Folder 4

GAT+ | Create a Policy for Any Given File or Folder 5

Scheduled report

The report will be Scheduled

Navigate to GAT+ → Configuration → Scheduled reports →  Job action edit button

GAT+ | Create a Policy for Any Given File or Folder 6

When this is option is selected New window will be displayed.

In Scheduled Job Details click on

  • External tab
  • Remove All External Shares 
  • Configure
    • Status – Enabled
  • Save settings 

GAT+ | Create a Policy for Any Given File or Folder 7


An Action of Removing External Shares to be done, on the selected File, on a weekly basis.

Note: To revoke the action simply “Disable” by selecting Status = Disabled


Find Folder

The Above method can be used to find a Folder and use the “File ID” to set up a policy.

Find the Folder ID, then Schedule report for it, and under Job Action edit (Scheduled jobs details) set the Action you want to take on the Folder.


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