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Help Center — Data Classification
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports

SCHEMA TEMPLATES

Data Classification

Label Confluence content consistently and make ownership, sensitivity and retention visible to the teams handling it.

People need a shared way to recognize which content contains sensitive or personal information. This template records classification, ownership and handling context on the page, making reviews and reports more consistent; it does not enforce access or retention policies by itself.

Fields

Classification helps people make consistent handling decisions. Use this structure to give each page enough context for a reviewer to understand its sensitivity and retention expectations.

FieldTypeWhat it captures
ClassificationRequired · IndexedSingle choiceSensitivity level used to handle and share the content appropriately.Choices: Public, Internal, Confidential, Restricted
Data ownerRequired · IndexedConfluence userPerson accountable for the data or processing activity.
Data typeRequired · IndexedSingle choiceBroad category of information being classified.Choices: Business, Customer, Employee, Financial, Technical
Personal dataIndexedYes / NoMarks whether the classified content includes personal data.
Retention periodIndexedSingle choiceSelected period for keeping the data; it documents policy rather than deleting data.Choices: 1 year, 3 years, 5 years, 7 years, Indefinite
Data residencyIndexedSingle choiceSelected geographic scope for where the data is kept.Choices: Local, Regional, Global
Regulatory scopeIndexedSingle choiceRegulation or framework relevant to the classified data.Choices: None, GDPR, HIPAA, PCI DSS, Other