Skip to main content
Cleaning profiles give you control over which metadata types are removed, preserved, or replaced when you clean your documents. Different documents may need different levels of cleaning — a contract going to a client needs thorough cleaning, while an internal draft may only need light cleaning.

​
Built-in profiles

Draftable Clean ships with three built-in profiles:
ProfilePurpose
Standard CleanDesigned for files being sent externally — cleans all metadata except OLE objects, structured document tags, obfuscated text, and bookmarks
Clean SharePreserves the same metadata as Standard Clean, and additionally preserves tracked changes
Clean DraftIntended for internal or trusted recipients — preserves the same metadata as Standard Clean, plus tracked changes and comments

​
Using profiles in the main view

​
Setting the global profile

The global Profile dropdown is located in the header bar at the top of the file list. Changing this applies the selected profile to all files.
1
Click the Profile dropdown in the header bar.
2
Select the profile you want to apply — for example, Clean Draft.
3
All files in the list are updated to use the selected profile.

​
Overriding the profile for a single file

Each file row has its own Profile dropdown. You can set a different profile for individual files without affecting the rest.
1
Find the file you want to change in the file list.
2
Click the Profile dropdown on that file’s row and select a different profile.
Per-file profile overrides are useful when preparing a batch of documents where some are going externally (use Standard Clean) and others are staying internal (use Clean Draft). You can clean them all in one pass.
When you click Clean, each file is cleaned according to its assigned profile.

​
Managing profiles in Settings

Profiles are entirely managed and edited in the desktop application. To create, edit, or delete profiles, open the Settings panel via the gear icon and navigate to the Profile section.

​
Profile settings overview

The Profile settings page shows:
  • Profile dropdown — Select the profile you want to view or edit
  • Actions — Set as default, Delete, Rename
  • New — Create a new profile from scratch
  • Search metadata — Search for specific metadata types within the profile
  • File type categories — PDF Documents and Word Documents, each with their own metadata configuration

​
Metadata categories per file type

Each file type (PDF Documents, Word Documents) can be expanded to show its metadata categories. For each category, you can choose to Preserve all or Remove all, or configure individual metadata types. The categories available for configuration are:
CategoryWhat it includes
Personal InformationAuthor, company, creator, last saved by, location, manager, producer, user address, user initials, user name
Document PropertiesTitle, subject, description, keywords, category, identifier, content status, document version, language, created/modified/printed dates, revision number, total editing time, security, shared document, page/word/character/line/paragraph counts, document variable, app version, template, thumbnail, smart tag, structured document tag, annotation, ink annotation, and more
Tracked Changes & CommentsTracked changes, tracked changes author, tracked changes date, comments, comments author, comments date
Document ContentAttached files, bookmarks, EXIF data, XMP data, IPTC data, maker note, form fields, hidden text, highlighted text, hyperlinks, ICC profile, improper redaction, obfuscated text, OLE objects, small text, XML comments
Other MetadataCustom property, custom UI, custom XML, digital signature, JavaScript, unclassified, VBA code
For a full list of every individual metadata type that Draftable Clean can detect and clean, see Supported Metadata Types.

​
Creating a new profile

1
In the Profile settings page, click New in the top-right corner.
2
Enter a name for the new profile.
3
Configure the metadata types you want to remove, preserve, or replace for each file type category.
4
The new profile will appear in the Profile dropdown in both the Settings page and the main application view.

​
Setting a default profile

Click Set as default next to the profile name to make it the default profile for all new cleaning sessions. New files uploaded into Draftable Clean will automatically use the default profile.

​
Profiles in the Outlook add-in

In the Outlook add-in, the cleaning profile is not selected manually — it is determined automatically based on recipient email domains. This is configured in the Add-In section of Settings.

​
How domain-based profile selection works

When you compose an email with attachments, Draftable Clean evaluates the recipient email domains against a set of Domain Rules to determine which cleaning profile to apply. If no recipients have been entered, the default profile is used (configurable in Settings > Add-In). If “Allow users to override the cleaning profile per attachment” is enabled, users can also change the profile for individual files using the per-file Profile dropdown in the add-in panel.

​
Domain Rules

The Domain Rules table in Settings > Add-In controls the mapping between recipient domains and cleaning profiles:
NameDomainsProfile
Internalyourfirm.comClean Draft
DefaultAll other domainsStandard Clean
  • Click + Add Rule to create additional domain-to-profile mappings
  • Domain rules also match subdomains — a rule for acme.com will match mail.acme.com
  • The most specific domain match takes precedence
All profile creation and editing is done in the desktop application — the add-in uses profiles but does not provide an interface to modify them.