Installing Draftable Clean Outlook Add-in

This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Clean Outlook Add-in organization-wide.

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Overview

The Draftable Clean Outlook Add-in is a panel that runs directly inside Microsoft Outlook, automatically cleaning metadata from email attachments as users compose emails. Once deployed, the add-in appears in the Outlook ribbon and provides a seamless workflow for removing hidden metadata before sending. Key Features:

• Automatic cleaning — Attachments are cleaned automatically as they are added to an email, with no manual steps required from the user
• Domain-based profile selection — Cleaning profiles are applied automatically based on recipient email domains, with configurable rules for internal and external recipients
• Per-file profile override — Users can override the cleaning profile for individual attachments (if enabled by the administrator)
• Rename — Users can rename attachments directly in the add-in panel
• Attachment list — Users can insert a formatted attachment summary (list or table) into the email body
• Send protection — Configurable controls to block, prompt, or allow sending when attachments are still cleaning, tracked changes are detected, or unsupported file types are attached
• Multi-language support — Available in English, Deutsch, Español, Français, 日本語, Nederlands, Polski, Português, Svenska, and Tagalog

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Prerequisites

• You must have admin privileges for Microsoft 365 (you will need a Microsoft 365 Business account)
• Ensure your environment supports Office Add-ins via the Microsoft 365 admin center
• The Draftable Clean desktop application must be installed on end-user machines
• Corporate security tools must allow localhost network calls — the add-in communicates with the desktop application via localhost. See Network Requirements for details.

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Supported Outlook versions

The add-in requires Mailbox API 1.14, which means a fairly recent version of Outlook is needed:

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Step-by-Step Setup

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1. Go to the Integrated Apps Portal

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2. Upload the Draftable Clean Add-in

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3. Configure Delivery to Users

You will be asked how the add-in should be deployed across your organization:

• Assign to Entire organization, Specific users, or Groups depending on your use case.

All add-ins deployed via the Microsoft 365 admin center are automatically installed for the assigned users — users do not need to install the add-in manually.

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4. Accept Permissions

You will be prompted to accept and approve the required permissions on behalf of your users.

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Required Permissions Overview

Standard Microsoft consent prompts: The following prompts appear during deployment of all Office Add-ins and are not specific to Draftable Clean:

• Sign in and read users’ basic profile information
• Access user profile details including name, picture, username, and email address
• Read basic company information for signed-in users

Add-in capabilities:

• ReadWriteItem — Allows the add-in to read and write the contents of email messages and attachments, required for replacing attachments with cleaned versions
• SendReceiveData — Allows the add-in to communicate with the Draftable Clean desktop application via localhost
• ProfileAccess — Allows the add-in to read the user’s profile information
• The app can launch itself when: the user sends a message, an attachment is added or removed from a message, and a recipient is added or removed from a message

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5. Finish Setup

Once permissions are approved and the app is assigned to your selected users, the Draftable Clean Outlook Add-in will be available within Outlook.

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6. Verify Deployment

1. Open Outlook and compose a new email
2. Look for the Draftable Clean button in the ribbon
3. Click it — the Draftable Clean panel should appear on the right-hand side of the compose window

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Configuring the Add-in

Once deployed, the add-in’s behavior is controlled through the Settings > Add-In section of the Draftable Clean desktop application. Administrators can also manage these settings centrally using Group Policy or Microsoft Intune. Key settings include:

• Profile Selection — Default cleaning profile and domain-based profile rules
• Domain Rules — Map recipient domains to cleaning profiles (e.g. internal domains use Clean Draft, external domains use Standard Clean)
• Send Protection — Control what happens when attachments are still cleaning, tracked changes are detected, or unsupported file types are attached
• Attachment Summary — Default format (List or Table) when inserting an attachment list

As of v26.6.0, each of these add-in settings is exposed as an individual Group Policy field, so administrators can configure — and optionally lock — the default profile and each send-protection behaviour so users cannot override organisation standards. A new ADMX template surfaces the DomainRules and AddInSettings policies explicitly. See Configuring preferences for your organization for an overview, or the Group Policy or Microsoft Intune guides for step-by-step configuration.

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Troubleshooting

If you experience issues with deployment, add-in visibility, cleaning behavior, or updating the manifest, see Troubleshooting: Outlook Add-in.

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Next steps