> ## 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. # Set up Draftable Clean on your own with Microsoft 365 > For solo practitioners and small firms without an IT team: install the Draftable Clean desktop app, then add the Outlook add-in to your own mailbox from the Microsoft 365 admin center. 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. ## 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. | Your email account | Desktop app | Outlook add-in | | - | - | - | | Microsoft 365 business plan (a work or school account) | Yes | Yes. Follow Part 2 to add it yourself | | Microsoft 365 Personal or Family, or an Outlook.com address | Yes | Not covered by this guide; use the desktop workflow below | | Gmail or another provider's account added to Outlook | Yes | Not supported | If you use a personal Microsoft account, use the desktop workflow below and contact [support@draftable.com](mailto: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](#if-you-use-the-desktop-app-only). > [!NOTE] > > 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](mailto:support@draftable.com) and we will help you check. ## Before you start * A Windows 10 or Windows 11 computer. See [System requirements](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/System-Requirements.md). * 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](mailto: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](https://admin.microsoft.com) 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](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Installing-Draftable-Clean-Outlook-Add-in.md). ## Part 1: Install the desktop app **1. Download and run the installer** Download [DraftableCleanSetup.exe](https://dl.draftable.com/clean/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](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Using-the-Desktop-Application.md) for a full tour. ## 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](https://admin.microsoft.com/#/Settings/IntegratedApps). Click **Upload custom apps**. **2. Paste the manifest link** Choose the option to provide a link to the manifest file, and paste this link: ```text theme={null} https://dl.draftable.com/addins/metadata/latest/v1/manifest.xml ``` 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](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Draftable-Clean-and-Microsoft-Entra.md#how-to-approve-it) 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. ## Part 3: Check that it works **Step 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. **Step 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. **Step 3** Attach a Word document. The panel shows the attachment being cleaned and then marks it as cleaned. **Step 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](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Using-the-Outlook-Add-in.md) and [Metadata cleaning profiles](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Metadata-Cleaning-Profiles.md). ## 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. ## If something does not work | What you see | What to do | | - | - | | No **Manage Attachments** button after 72 hours | Restart Outlook and your computer. Check in Integrated apps that the add-in is assigned to your account. See [Troubleshooting: Outlook Add-in](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Troubleshooting-Outlook-Add-in.md) | | The panel opens but attachments are not cleaned | Open Draftable Clean and check it is activated in **Settings > License** | | Security software blocks the add-in | The add-in talks to the desktop app on your own computer through `localhost`. Allow it in your security software. See [Network Requirements](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Network-Requirements.md) | | Product key not accepted | See [Troubleshooting: Licensing](https://help.draftable.com/hc/en-us/Draftable-Clean-articles/Troubleshooting-Licensing.md) | Still stuck? Contact [support@draftable.com](mailto:support@draftable.com). For questions about buying Draftable Clean, contact Draftable Sales. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.