How to enable DLP for copy/paste with Purview
- Maxime Hiez
- Purview , Tutorial
- 02 Mar, 2026
Introduction
Last month, I showed you how to enable DLP to prevent financial data from being sent to an AI website using Microsoft Purview, in order to prevent accidental or malicious data leaks (Data Loss Prevention). Continuing with the idea of talking to you about DLP, here this time is how to protect the copy/paste of financial data into the clipboard.
Check the article from February 2026 HERE.
Prerequisites
Required licenses
- Microsoft 365 E5.
- Microsoft Purview Suite in addition to another license (E3, Business, …).
Administrator role
- An account with the Global Administrator or Compliance Administrator role to access the Microsoft Purview Portal.
Step 1 : Sign in to the Microsoft Purview Portal
Sign in to the Microsoft Purview Portal by opening your web browser to https://purview.microsoft.com.
Step 2 : Create a DLP policy for devices
In the left menu, click Solutions, then Data Loss Prevention.
Click Create policy.
Set a name and description.
Apply this policy for devices.
Configure the various data type attributes and notifications. In my example, I chose an existing type (Canadian financial data).
Enable the policy to put it into production.
note
Step 3 : Copy/paste financial data into another file to validate the policy
I’m reusing the Word file Cards.docx containing a (fake) credit card, created for my previous articles, and attempt to copy/paste its contents into another file. The attempt is blocked. The popup configured in the policy appears, warning that this data is prohibited from being copied.
If I do the same test with my Word file NotCards.docx containing non-sensitive text, it works normally.
Step 4 : Receive the notification
If you have configured notifications, an email is sent to the designated people within the next few seconds.
Conclusion
With Microsoft Purview DLP, organizations can automatically detect, monitor, and block the copy/paste of critical data, such as credit card numbers or bank account information.
You now know how to enable DLP for copy/paste with Purview.
Sources
Microsoft Learn - DLP and devices
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