> ## 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 Outlook Add-in

> Learn how to clean email attachments automatically using the Draftable Clean Outlook add-in, including profile switching, PDF conversion, and send protection.

## Part 2: Draftable Clean Outlook add-in

The **Draftable Clean** add-in runs directly inside Microsoft Outlook and automatically cleans attachments as you compose emails.

Attach files and compose your email as you normally would, then click **Send**. Draftable Clean cleans your attachments in the background according to your organization's policies — you can send with confidence that your files have been cleaned.

<Frame>
  <img src="https://mintcdn.com/draftable/w-n8nlsN8PNF4c-6/images/Draftable-clean-images/d.%20Outlook%20add-in%20-%20attaching%20files%20to%20draft%20email.png?fit=max&auto=format&n=w-n8nlsN8PNF4c-6&q=85&s=b9bced1128d6d6d588562a2a543225d5" width="2545" height="1406" data-path="images/Draftable-clean-images/d. Outlook add-in - attaching files to draft email.png" />
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<Note>
  The desktop application must be running for the add-in to function. If it is not already open, the add-in will attempt to launch it silently in the background.
</Note>

<Note>
  In **Classic Outlook**, you must pin the Draftable Clean pane and keep it open for files to be cleaned. In **New Outlook**, the pane does not need to be open — you can attach files and send without opening the panel.
</Note>

Open **Manage Attachments** in the Outlook ribbon at any time to view cleaning progress and access the options below.

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  <img src="https://mintcdn.com/draftable/w-n8nlsN8PNF4c-6/images/Draftable-clean-images/b.%20Outlook%20add-in%20-%20side%20view,%20no%20attachments.png?fit=max&auto=format&n=w-n8nlsN8PNF4c-6&q=85&s=fa7b3fec7bbde9ed11ab5933899e8e26" width="2544" height="1408" data-path="images/Draftable-clean-images/b. Outlook add-in - side view, no attachments.png" />
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### Changing the add-in language

Draftable Clean supports multiple languages including English, Deutsch, Español, Français, 日本語, Nederlands, Polski, Português, Svenska, and Tagalog. Open the add-in pane and click the **globe icon** at the bottom of the panel to select your preferred language.

<Frame>
  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/c.%20Outlook%20add-in%20-%20language%20support.png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=4b16792b644d2209ba702f7bbafefe83" width="2527" height="1404" data-path="images/Draftable-clean-images/c. Outlook add-in - language support.png" />
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### Automatic profile switching based on recipients

Draftable Clean intelligently adjusts the cleaning profile based on recipient email domains. Domain rules are configured in **Settings > Add-In** and determine which cleaning profile is applied. For example, a typical configuration might be:

* **No recipients entered** — A default profile such as **Standard Clean** is used
* **Internal recipients** (e.g. `colleague@yourfirm.com`) — A lighter profile such as **Clean Draft** that preserves tracked changes and comments
* **External recipients** (e.g. `contact@externalfirm.com`) — A stricter profile such as **Standard Clean**

These are examples — administrators and users can customize the default profile for when no recipients are entered, and configure domain rules to map specific email domains to any cleaning profile via **Settings > Add-In**. See [Metadata cleaning profiles](/hc/en-us/Draftable-Clean-articles/Metadata-Cleaning-Profiles) for details on managing profiles and domain rules.

When you add or change recipients, a banner appears: **"Recipients changed — re-cleaning attachments with updated profile."** You can click **Review Attachments** to check the changes.

<Frame>
  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/g.%20Outlook%20add-in%20-%20cleaning%20profile%20updates%20based%20on%20defaults%20for%20external%20email%20domain%20set%20in%20app%20settings.png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=b2aa47d595bf7c4619a511d171217ca4" width="2523" height="1325" data-path="images/Draftable-clean-images/g. Outlook add-in - cleaning profile updates based on defaults for external email domain set in app settings.png" />
</Frame>

As attachments are cleaned, the panel shows cleaning progress or identifies if tracked changes or comments are present.

<Frame>
  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/f.%20Outlook%20add-in%20-%20cleaning%20profile%20updates%20based%20on%20defaults%20for%20internal%20email%20domain%20set%20in%20app%20settings.png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=91425fe846414bf6ae786c202f882273" width="2521" height="1328" data-path="images/Draftable-clean-images/f. Outlook add-in - cleaning profile updates based on defaults for internal email domain set in app settings.png" />
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### Updating the file profile

If enabled by your administrator in **Settings > Add-In**, you can override the cleaning profile for individual files using the per-file **Profile** dropdown in the add-in pane.

### Converting attachments to PDF

Supported **Word**, **Excel**, and **PowerPoint** attachments can be converted to PDF from the add-in panel. Click **Convert to PDF** on an attachment to flag it — the file is converted automatically when cleaning completes.

<Frame>
  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/h.%20Click%20convert%20to%20pdf%20(word%20file%20example).png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=1b5abe938503aa2c64492e6b3b689baa" width="2522" height="1310" data-path="images/Draftable-clean-images/h. Click convert to pdf (word file example).png" />
</Frame>

Once conversion is complete, the panel updates to reflect the cleaned and converted attachments. If tracked changes or comments were present on a file and removed in PDF conversion, the notification reverts to showing the total number of files cleaned.

<Frame>
  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/h.%20Once%20converted,%20if%20only%20tracked%20changes%20and%20comments%20file,%20notification%20reverts%20to%20stating%20number%20of%20files%20cleaned.png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=5ad18d9bf65c00d883f28ea830db200c" width="2521" height="1321" data-path="images/Draftable-clean-images/h. Once converted, if only tracked changes and comments file, notification reverts to stating number of files cleaned.png" />
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### Renaming attachments

After cleaning, you can rename files directly in the Draftable Clean panel. Click the **pencil icon** next to a file name to edit it inline.

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  <img src="https://mintcdn.com/draftable/ku8YqcThAWDOA_hT/images/Draftable-clean-images/i.%20Outlook%20add-in%20-%20rename%20files%20by%20clicking%20pencil%20icon%20next%20to%20file%20attachment%20name.png?fit=max&auto=format&n=ku8YqcThAWDOA_hT&q=85&s=be0731aefba2006e179d8d69a674a58d" width="2516" height="1317" data-path="images/Draftable-clean-images/i. Outlook add-in - rename files by clicking pencil icon next to file attachment name.png" />
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### Unsupported file types

If you attach a file in a format Draftable Clean does not support, the Draftable Clean panel displays an **"Unsupported format"** status with the message: "This file type cannot be cleaned. See Knowledge Base." Unsupported files do not block sending by default — this behavior is configurable in **Settings > Add-In > Send Protection**.

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  <img src="https://mintcdn.com/draftable/xEzpkH9tOhtjkQRW/images/Draftable-clean-images/n.%20Outlook%20add-in%20-%20example%20unsupported%20file%20type%20view,%20and%20password-protected%20file%20type%20view.png?fit=max&auto=format&n=xEzpkH9tOhtjkQRW&q=85&s=94368e13f05b80ce0f8ac4ba64135f75" width="2508" height="1054" data-path="images/Draftable-clean-images/n. Outlook add-in - example unsupported file type view, and password-protected file type view.png" />
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### Password-protected files

If you attach a password-protected file, it shows an orange **"Password protected"** status with the message: "Enter the document password to clean this file." Enter the password in the provided field and click **Unlock** to authenticate and clean the file.

If the password is incorrect, an **"Incorrect password. Please try again."** message is displayed. Re-enter the correct password and click **Unlock** again.

<Frame>
  <img src="https://mintcdn.com/draftable/xEzpkH9tOhtjkQRW/images/Draftable-clean-images/o.%20Outlook%20add-in%20-%20incorrect%20password%20added.png?fit=max&auto=format&n=xEzpkH9tOhtjkQRW&q=85&s=e233b4b13c3af09b9a5cde17ed89be7d" width="2510" height="1051" data-path="images/Draftable-clean-images/o. Outlook add-in - incorrect password added.png" />
</Frame>

Once the correct password is provided, the file is cleaned automatically and shows the same "Cleaned" status as your other files.

<Frame>
  <img src="https://mintcdn.com/draftable/xEzpkH9tOhtjkQRW/images/Draftable-clean-images/p.%20Outlook%20add-in%20-%20correct%20password%20added,%20file%20can%20now%20be%20cleaned.%20Progress%20bar%20only%20counts%20cleaned%20files,%20not%20unsupported%20files.png?fit=max&auto=format&n=xEzpkH9tOhtjkQRW&q=85&s=f87d0a8b7fdd2a3804330ed8db023f56" width="2506" height="1046" data-path="images/Draftable-clean-images/p. Outlook add-in - correct password added, file can now be cleaned. Progress bar only counts cleaned files, not unsupported files.png" />
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### Inserting an attachment list or table

Click **Insert Attachment List** to add a formatted summary into the email body. The button includes a **dropdown arrow** with two format options:

* **List** — A bullet-point list of attachment names

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  <img src="https://mintcdn.com/draftable/xEzpkH9tOhtjkQRW/images/Draftable-clean-images/l.%20Outlook%20add-in%20-%20add%20an%20attachment%20list%20or%20table,%20clicking%20'insert%20attachment%20list'%20inserts%20the%20default%20set%20in%20app%20add-in%20settings%20-%20screenshot%20shows%20list.png?fit=max&auto=format&n=xEzpkH9tOhtjkQRW&q=85&s=d982bc4d6ea415d5537cf03f087f2269" width="2505" height="1050" data-path="images/Draftable-clean-images/l. Outlook add-in - add an attachment list or table, clicking 'insert attachment list' inserts the default set in app add-in settings - screenshot shows list.png" />
</Frame>

* **Table** — A table with Attachment and Description columns

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  <img src="https://mintcdn.com/draftable/xEzpkH9tOhtjkQRW/images/Draftable-clean-images/m.%20Outlook%20add-in%20-%20example%20attachment%20table%20added%20to%20body%20of%20email%20where%20cursor%20is.png?fit=max&auto=format&n=xEzpkH9tOhtjkQRW&q=85&s=5bb638c77c5f87e533ea8cb0f667f1fa" width="2510" height="1045" data-path="images/Draftable-clean-images/m. Outlook add-in - example attachment table added to body of email where cursor is.png" />
</Frame>

The default format is configurable in **Settings > Add-In > Attachment Summary**.

### Send protection

Draftable Clean controls what happens when issues are detected on send. By default:

<Note>
  The screenshots below are from **New Outlook**. Dialogs and prompts appear similarly in **Classic Outlook**.
</Note>

* **Attachments not finished cleaning** — Sending is **blocked** with a dialog: "Attachments need review before sending." The user can click **Review** to return to the email or **Don't send** to cancel.

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  <img src="https://mintcdn.com/draftable/xW1di3PKTngWF_T5/images/Draftable-clean-images/zz.%20Example%20Outlook%20Add-in%20block.png?fit=max&auto=format&n=xW1di3PKTngWF_T5&q=85&s=877cfcc2a3c857ddab1c6a4c1cde4c23" width="603" height="261" data-path="images/Draftable-clean-images/zz. Example Outlook Add-in block.png" />
</Frame>

* **Tracked changes or comments detected** — The user is **prompted** with a dialog: "Tracked changes or comments detected." The user can click **Send anyway**, **Review**, or **Don't send**.

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  <img src="https://mintcdn.com/draftable/xW1di3PKTngWF_T5/images/Draftable-clean-images/zz.%20Example%20Outlook%20add-in%20prompt.png?fit=max&auto=format&n=xW1di3PKTngWF_T5&q=85&s=5f87b9f1d632a302bc6a8e219c026b9e" width="605" height="256" data-path="images/Draftable-clean-images/zz. Example Outlook add-in prompt.png" />
</Frame>

* **Unsupported attachment types** — Sending is **allowed**

Each scenario can be configured to **Allow**, **Prompt**, or **Block** in **Settings > Add-In > Send Protection**.

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  <img src="https://mintcdn.com/draftable/4GZnr6__Fw-bKm5E/images/Draftable-clean-images/0.%20Add-in%20settings%202.png?fit=max&auto=format&n=4GZnr6__Fw-bKm5E&q=85&s=dc645058c9aa90fc55e10331d7290a83" width="1264" height="803" data-path="images/Draftable-clean-images/0. Add-in settings 2.png" />
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