Endpoint Agent -Creating and Assign Tags

Last updated: April 13, 2026

Creating and Assigning Tags

Tagging ensures that all files are properly classified, governed, and consistently managed across the platform. By using Matters Tags, you can enforce governance policies, organize data systematically, and maintain better control over scanned entities.

This section explains how to create a tag and assign it to data elements in the Data Catalogue. Follow the steps below to create and assign tags.

Step 1: Navigate to Tagging Feature

  1. Navigate to Project Settings >Tagging .

Link to Tagging Feature

Inside Project Settings, you will see multiple configuration options related to your project.


2. Click on the Tagging tab and select Create Tag. You will see a form to define the tag details.

Step 2: Enter Tag Details

Provide the required information:

  • Tag Name: Enter a clear and meaningful name for the tag. The name should reflect the purpose or classification of the data.

  • Priority: Set the appropriate priority level for the tag. Priority helps in identifying the importance or severity associated with the tagged data.

  • Description:Enter a proper description explaining the purpose of the tag. This helps users understand when and why the tag should be used.

Step 3: Add Optional Conditions

You may optionally define conditions for automatic tagging. For adding the condition follow below mentioned steps

  1. Enable the Condition Toggle.

  2. Enter the required condition in the input box.

  3. Define the logic that determines when the tag should be applied.

After completing all required fields, click Create Tag.

Conditions allow the system to automatically assign tags to Identified Sensitive Data Elements based on predefined criteria.

The tag will now be successfully created and visible in the Tagging section.

Creating Conditions for Tagging

Steps to create conditional tags using CEL (Common Expression Language) expressions.

Basics

Use a CEL expression to define when a tag should apply. The system evaluates the expression against each item and applies the tag when the expression returns true.

How It Works (Step-by-Step)

  1. Enable the Condition Toggle while creating a tag.

  2. Enter a CEL expression in the condition input box.

  3. The system evaluates this expression for every scanned item.

  4. If the expression returns true, the tag is automatically applied.

  5. If the expression returns false, the tag is not applied.

Examples

  1. Tag anything with at least one sensitive finding:

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SensitiveCount > 0

This condition applies the tag when the number of sensitive findings is greater than zero.

  1. Tag anything that matches a specific rule name:

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MatchesByRule.exists(m, m.RuleName == "{entity_name}")

This condition applies the tag when at least one match exists for the specified rule name.

  1. Tag anything that matches a specific rule name with more than 10 matches:

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MatchesByRule.exists(m, m.RuleName == "{entity_name}" && m.Count > 10)

This condition applies the tag only when the specified rule name exists and its match count is greater than 10.

Note:

  • Replace {entity_name} with the exact rule name you want to match.

  • Example: EMAIL ADDRESS is a valid {entity_name}.

  • Keep expressions compact and deterministic. Avoid side effects.

Step : Assign the Tag to Data Elements

After creating the tag, it must be assigned to relevant data elements.

  1. Navigate to the Data Catalogue.

Link to Data Catalogue

  1. Locate the Data Element for which you want the tag to appear.

  2. Assign the created tag to the selected data element(Only Generic Tags will be listed in Sensitive Tags and can be assigned to Data Elements).

Once assigned, the tag will be displayed for scanned entities that match the corresponding data element, the corresponding tags will also be displayed on the agent screen.