> ## 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.

# Using the Desktop Application

> Learn how to upload, scan, clean, and export documents using the Draftable Clean desktop application on Windows.

## Part 1: Desktop application

### Cleaning your first document (desktop)

Open Draftable Clean to see the main application window with the toolbar across the top.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/1.%20Open%20Draftable%20Clean.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=1a3c1b892af354fa413bade88d3ff147" width="1903" height="1105" data-path="images/Draftable-clean-images/1. Open Draftable Clean.png" />
</Frame>

The toolbar follows three key steps:

* **Upload** — **Browse**, **iManage**, **NetDocs**
* **Clean** — **Clean**, **Undo**
* **Export** — **Save**, **Email**

<Steps>
  <Step>
    **UPLOAD:** Add files to Draftable Clean by clicking **Browse** to select documents from a local folder, **iManage** or **NetDocs** to upload from your document management system, or by dragging and dropping files directly into the application window.

    <Frame>
      <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/2.%20Click%20Browse.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=b011d95f0a22ff5dafcebb01dfade2f3" width="1909" height="1111" data-path="images/Draftable-clean-images/2. Click Browse.png" />
    </Frame>

    <Tip>
      You can select multiple files at once. Draftable Clean handles all [supported file types](/hc/en-us/Draftable-Clean-articles/Supported-file-types) simultaneously.

      If an **iManage** or **NetDocs** button is not visible, you may need to enable the integration in **Settings > Integrations**. See [Troubleshooting: DMS integrations](/hc/en-us/Draftable-Clean-articles/Troubleshooting-DMS-Integrations) for help.
    </Tip>
  </Step>

  <Step>
    **CLEAN:** Once uploaded, files are automatically scanned and assigned a risk rating. When you are ready, click **Clean** in the toolbar. All selected files are cleaned and their status changes to **CLEANED**.

    <Frame>
      <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/10.%20Files%20cleaned.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=4464eb782fac8469c19fa3bab355680f" width="1905" height="1104" data-path="images/Draftable-clean-images/10. Files cleaned.png" />
    </Frame>
  </Step>

  <Step>
    **EXPORT:** Save or share your cleaned files from the toolbar.

    * **Save** — Packages cleaned files into a compressed ZIP folder with a timestamped filename.
    * **Email** — Opens a new Outlook message with your cleaned files pre-attached. Draftable Clean preserves file order and any filenames you have renamed, and populates the email subject, body, and attachment summary from your preferences.

    <Frame>
      <img src="https://mintcdn.com/draftable/Y2J6vkswyVR1k_WK/images/Draftable-clean-images/Save%20-%20click%20save%20in%20the%20toolbar.png?fit=max&auto=format&n=Y2J6vkswyVR1k_WK&q=85&s=677619f8a23c0fcb0174b8d620eae315" width="950" height="538" data-path="images/Draftable-clean-images/Save - click save in the toolbar.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/draftable/Y2J6vkswyVR1k_WK/images/Draftable-clean-images/email%20-%20click%20email%20in%20the%20toolbar.png?fit=max&auto=format&n=Y2J6vkswyVR1k_WK&q=85&s=4746962731219645ba46f321f6c532d5" width="1511" height="802" data-path="images/Draftable-clean-images/email - click email in the toolbar.png" />
    </Frame>
  </Step>
</Steps>

### Configuring email defaults

In **Settings > General**, you can prepare defaults for emails sent from the desktop application:

* **Email subject** — The default subject line
* **Email body** — The default body text
* **Attachment summary** — Whether a **List** (bullet points) or **Table** (with columns) of attachments is inserted into the email body

<Frame>
  <img src="https://mintcdn.com/draftable/do8y9ldgaFNpqUcr/images/Draftable-clean-images/0.%20General%20settings.png?fit=max&auto=format&n=do8y9ldgaFNpqUcr&q=85&s=bd2c31d97c26a525c32fcc447db72b51" width="1260" height="795" data-path="images/Draftable-clean-images/0. General settings.png" />
</Frame>

### Password-protected files

If a file shows a **PASSWORD** status (highlighted in orange), it is password-protected and cannot be scanned until you provide the password. A **Password Required** prompt appears automatically below the file with a password field.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/4.%20If%20the%20file's%20password%20is%20correct%20your%20files%20appear%20in%20the%20list.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=19567e35af7085de0356ef416ee8b286" width="1912" height="1105" data-path="images/Draftable-clean-images/4. If the file's password is correct your files appear in the list.png" />
</Frame>

Enter the file's password — you can use the **eye icon** to toggle visibility — and click **Check Password**.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/3.%20Enter%20the%20file's%20password.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=562603315b6b2b244e220ef7015006aa" width="1906" height="1116" data-path="images/Draftable-clean-images/3. Enter the file's password.png" />
</Frame>

If the password is correct, the file is scanned and its status changes to **SCANNED** with a risk rating, just like your other files.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/4.%20If%20the%20file's%20password%20is%20correct%20your%20files%20appear%20in%20the%20list.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=19567e35af7085de0356ef416ee8b286" width="1912" height="1105" data-path="images/Draftable-clean-images/4. If the file's password is correct your files appear in the list.png" />
</Frame>

If the password is incorrect, a **Password Invalid** message is displayed. Re-enter the correct password and click **Check Password** again. See [Troubleshooting: Cleaning issues](/hc/en-us/Draftable-Clean-articles/Troubleshooting-Cleaning-Issues#password-protected-files) for further help.

<Tip>
  Password-protected files don't block the rest of your workflow. You can continue scanning, renaming, reordering, and cleaning other files while a password-protected file awaits authentication.
</Tip>

### Reviewing metadata in files

Click the **expand arrow** (>) on any file to see a detailed breakdown of its metadata. Metadata is grouped into categories — such as **Document Properties**, **Personal Information**, **Tracked Changes & Comments**, and more — each with their own item count and risk level.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/5.%20Click%20the%20expand%20arrow%20to%20see%20metadata%20in%20document.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=62c767a7170def1c996ae292065ae501" width="1906" height="1106" data-path="images/Draftable-clean-images/5. Click the expand arrow to see metadata in document.png" />
</Frame>

After cleaning, expand a file again to see exactly which metadata fields were removed. Each field displays a **REMOVED** badge, so you have full visibility into what was stripped from the document.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/11.%20Expand%20files%20cleaned%20to%20see%20metadata%20actions.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=23dbcd349a3f9411582aa7365292618a" width="1908" height="1105" data-path="images/Draftable-clean-images/11. Expand files cleaned to see metadata actions.png" />
</Frame>

### Searching metadata in files

Use the search bar above the file list to find specific metadata across all loaded files. This helps you locate particular fields — such as author names or tracked changes — before you clean or export.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/13.%20Search%20metadata.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=8b55a565b14caf354a07d6bb0500b06c" width="1900" height="1114" data-path="images/Draftable-clean-images/13. Search metadata.png" />
</Frame>

### Renaming and reordering files

Rename and reorder files directly in the file list before cleaning:

* **Rename** — Click the **pencil icon** next to a file name to edit it inline. Press **Enter** or click away to confirm.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/6.%20Rename.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=8170401b41431498647521d3a1b30ab9" width="1905" height="1103" data-path="images/Draftable-clean-images/6. Rename.png" />
</Frame>

* **Reorder** — Drag files up or down in the list to change the attachment order.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/7.%20Reorder.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=74ea89fe4b146c347e9ace1ce94407e0" width="1902" height="1105" data-path="images/Draftable-clean-images/7. Reorder.png" />
</Frame>

<Tip>
  Renamed filenames and custom ordering are preserved when you save or email cleaned files from the desktop application.
</Tip>

### Converting to PDF

Before cleaning, you can optionally flag supported files for conversion to PDF. Click the **PDF icon** inline with a file to flag it — the icon turns **blue** when flagged. Alternatively, select one or more files and click **Convert** in the toolbar to flag them for conversion. Flagged files are converted when you click **Clean**. You can flag or unflag files for conversion before or after cleaning.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/8.%20Flag%20for%20PDF%20conversion%20inline%20by%20clicking%20pdf%20icon,%20or%20apply%20to%20selected%20files%20by%20clicking%20'Convert'.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=09b894f961273817ffe22e17892d6ac1" width="1900" height="1105" data-path="images/Draftable-clean-images/8. Flag for PDF conversion inline by clicking pdf icon, or apply to selected files by clicking 'Convert'.png" />
</Frame>

Supported files flagged for conversion are converted to PDF alongside metadata removal when you click **Clean**.

<Frame>
  <img src="https://mintcdn.com/draftable/WmYx7XbHZHNpfB84/images/Draftable-clean-images/9.%20Files%20cleaning%20and%20converting.png?fit=max&auto=format&n=WmYx7XbHZHNpfB84&q=85&s=24936beed419faec60856c820ded2a24" width="1909" height="1103" data-path="images/Draftable-clean-images/9. Files cleaning and converting.png" />
</Frame>
