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This guide is for people who look after their own computer and email, for example a solo practitioner or a small firm without an IT team. It takes you through both parts of Draftable Clean:
  1. The desktop app, which runs on your Windows computer and does the cleaning. Anyone can install it.
  2. The Outlook add-in, a panel inside Outlook that cleans attachments as you write an email. It is added from the Microsoft 365 admin center, and when you run your own Microsoft 365, that is you.
The add-in always needs the desktop app installed and activated on the same computer, so do Part 1 first.

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Check which account you have

The desktop app can clean supported files regardless of your email account. This guide covers Outlook add-in deployment through the Microsoft 365 admin center using a work or school account. You need Microsoft 365 administrator access to follow Part 2. If you use a personal Microsoft account, use the desktop workflow below and contact support@draftable.com to confirm your deployment options. You can clean supported documents with the desktop app and send them with its Email button. See If you use the desktop app only.
Not sure which you have? If you sign in to Microsoft 365 with an address at your own firm’s domain and your subscription is a business plan, you have a work account. If you are unsure, contact support@draftable.com and we will help you check.

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Before you start

  • A Windows 10 or Windows 11 computer. See System requirements.
  • Your product key. It is sent to you by email when you buy Draftable Clean. If you bought online and have not received a product key or download link, contact support@draftable.com. You can also start a free trial from the app.
  • For the add-in: you can sign in to the Microsoft 365 admin center as a Global Administrator. If someone else manages your Microsoft 365 subscription, for example an outside IT provider, ask them to do Part 2 for you using Installing Draftable Clean Outlook Add-in.

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Part 1: Install the desktop app

1

Download and run the installer

Download DraftableCleanSetup.exe and run it. It installs Draftable Clean for your Windows account. It does not need administrator rights, and it keeps itself up to date automatically.
2

Accept the terms and conditions

When Draftable Clean opens for the first time, read and accept the terms and conditions.
3

Activate Draftable Clean

Enter your product key under I have a product key and click Activate.If you do not have a key yet, click Start a free trial, then Go to open the trial form on the Draftable website. Your trial product key is sent to you by email. Enter it in the same window and click Activate.
4

Choose your telemetry preference

Acknowledge your telemetry preferences. You can change them later in Settings > General > Privacy.
5

Try it

Drag a Word or PDF document into the window, click Clean, then Save. See Using the Desktop Application for a full tour.

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Part 2: Add the Outlook add-in to your own mailbox

Do this part only if you have a Microsoft 365 work or school account. You are deploying the add-in to one person, yourself, so you choose Specific users rather than your whole organization.
1

Open Integrated apps

Sign in to the Microsoft 365 admin center and open Integrated apps. Click Upload custom apps.
2

Paste the manifest link

Choose the option to provide a link to the manifest file, and paste this link:
Click Validate or Next. This “latest” link keeps the add-in up to date for you, so you do not need to repeat these steps when a new version is released.
3

Assign it to yourself

When asked who should get the add-in, choose Specific users and add your own account. Then finish the wizard.
4

Approve the Draftable Clean app

Use the approval link to approve Draftable’s app, Draftable Clean, in Microsoft Entra ID. This turns on the send-time check, which confirms at the moment you press Send that the attachments on the server are the cleaned copies.This step is optional but recommended. Without it, cleaning still works. In New Outlook and Outlook on the web you are asked to confirm each send that has cleaned attachments. In Classic Outlook the check is not used.
5

Wait, then restart Outlook

The add-in can take up to 72 hours to appear. Close and reopen Outlook from time to time until it does.

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Part 3: Check that it works

1
Make sure Draftable Clean is installed and activated (Part 1). If the app is not already open, the add-in tries to start it for you.
2
In Outlook, start a new email and select Manage Attachments in the Draftable Clean group of the ribbon. The Draftable Clean panel opens on the right.
3
Attach a Word document. The panel shows the attachment being cleaned and then marks it as cleaned.
4
If you use Classic Outlook, pin the panel with the pin icon at the top. Classic Outlook only cleans attachments while the panel is open, and a pinned panel opens automatically every time you write an email.
To choose which cleaning profile is used for which recipients, open Settings > Add-In in the desktop app. See Using the Outlook Add-in and Metadata cleaning profiles.

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If you use the desktop app only

If the add-in is not available for your account, use this routine for documents you send by email:
  1. Drag the documents into Draftable Clean, choose a profile in the toolbar and click Clean.
  2. Click Email. Draftable Clean opens a new Outlook message with the cleaned files already attached, keeping your file order and any names you changed.
  3. Address and send the email as usual.
The Email button needs Outlook installed and set up on the computer. If you send from somewhere else, click Save instead and attach the saved, cleaned copies.

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If something does not work

Still stuck? Contact support@draftable.com. For questions about buying Draftable Clean, contact Draftable Sales.