> ## Documentation Index
> Fetch the complete documentation index at: https://help.draftable.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Installing Draftable Clean Outlook Add-in
> Step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Clean Outlook Add-in organization-wide, enabling automatic metadata cleaning of email attachments.
This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Clean Outlook Add-in organization-wide.
## 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
The add-in runs automatically in the background once deployed — it monitors attachments as they are added to emails and can block or prompt on send based on your Send Protection settings. This means the add-in is active even if the user has not clicked the Draftable Clean button in the ribbon. Administrators should be aware of this when planning deployment and communicating changes to users.
The Draftable Clean desktop application must be installed on the user's machine for the add-in to function. The add-in communicates with the desktop application via `localhost`. If the desktop application is not already running, the add-in will attempt to launch it silently in the background. See [Deployment options](/hc/en-us/Draftable-Clean-articles/Deployment-options) for desktop application installation.
## 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](/hc/en-us/Draftable-Clean-articles/Network-Requirements) for details.
### Supported Outlook versions
The add-in requires **Mailbox API 1.14**, which means a fairly recent version of Outlook is needed:
| Outlook version | Supported |
| -------------------------- | -------------------------------------- |
| Outlook on the web | Yes |
| New Outlook for Windows | Yes |
| Classic Outlook on Windows | Yes (some limitations on older builds) |
## Step-by-Step Setup
### 1. Go to the Integrated Apps Portal
Visit the [Integrated Apps section of the Microsoft 365 Admin Center](https://admin.microsoft.com/#/Settings/IntegratedApps).
Click **Upload custom apps**.
### 2. Upload the Draftable Clean Add-in
Under **App type**, select **Office Add-in** from the dropdown menu.
Download the **latest manifest file** from the [Draftable Office Deployment Guide](https://dl.draftable.com/addins/office-deployment-guide.html#addin-metadata). This page always shows the current manifest URL with a copy button, ensuring you have the latest version.
The Draftable Clean Outlook Add-in **does not auto-update**. You will need to retrieve the latest manifest file from the deployment guide when you wish to update your version of the add-in.
Upload the downloaded manifest file and click **Validate**.
### 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.
### 4. Accept Permissions
You will be prompted to accept and approve the required permissions on behalf of your users.
#### 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
### 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.
It can **take up to 72 hours** for the app to appear. Users may need to relaunch Microsoft 365 to view the add-in icon on the app ribbon. For more information, see the Microsoft documentation: [Deploy add-ins in the admin center](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide).
### 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
## 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.
**Breaking change for scripted deployments.** Outlook add-in settings previously deployed as a single combined JSON value must be migrated to the new individual Group Policy fields in v26.6.0. See [Configuring preferences with Group Policy](/hc/en-us/Draftable-Clean-articles/Configuring-preferences-with-Group-Policy-Draftable-Clean) for the migration details, or [Configuring preferences with Microsoft Intune](/hc/en-us/Draftable-Clean-articles/Configuring-preferences-with-Microsoft-Intune-Draftable-Clean) if you deploy via Intune.
See [Configuring preferences for your organization](/hc/en-us/Draftable-Clean-articles/Configuring-preferences-for-your-organisation-Draftable-Clean) for an overview, or the [Group Policy](/hc/en-us/Draftable-Clean-articles/Configuring-preferences-with-Group-Policy-Draftable-Clean) or [Microsoft Intune](/hc/en-us/Draftable-Clean-articles/Configuring-preferences-with-Microsoft-Intune-Draftable-Clean) guides for step-by-step configuration.
## Troubleshooting
If you experience issues with deployment, add-in visibility, cleaning behavior, or updating the manifest, see [Troubleshooting: Outlook Add-in](/hc/en-us/Draftable-Clean-articles/Troubleshooting-Outlook-Add-in).
## Next steps
Learn how to use the Draftable Clean Outlook Add-in to clean your first email attachments.
Centrally manage add-in settings and lock organisation defaults using Group Policy.
Install the Draftable Clean desktop application required for the add-in to function.
Resolve deployment, manifest, cleaning, update, and cache issues with the Outlook add-in.