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Screenshots labelled 26.10 and later show Draftable Clean 26.10.0. Use the earlier-version tab if your settings look different. Your desktop version appears at the bottom right of the main application window.
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. When your administrator deploys one or more cleaning profiles, they replace the built-in profiles. Select from the profiles available in your Profile dropdown. Admin profiles are read-only, but you can still create personal profiles alongside them. See Configuring preferences for your organization.

Built-in profiles

Standard Clean is the product default cleaning profile unless you or your administrator choose a different default. Draftable Clean ships with three built-in profiles:

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

Cleaning profiles may be managed centrally by your administrator — see Configuring preferences for your organization. You can create, edit, or delete your personal profiles by opening the Settings panel via the gear icon and navigating to the Profile section. Admin profiles cannot be edited or deleted by users.

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 — Word, Excel, PowerPoint, PDF, and Image files, each with their own metadata configuration

Metadata categories per file type

Each file type (Word, Excel, PowerPoint, PDF, and Image) 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 available metadata types differ by format — for example, Excel exposes formula and worksheet metadata, while image files expose EXIF, GPS location, and other embedded image metadata. See Supported Metadata Types for the full per-format reference.
For some images, metadata cannot be preserved selectively according to your profile settings. When this happens, Draftable Clean displays a warning that all metadata had to be removed.
The categories available for configuration are:
For a full list of every individual metadata type that Draftable Clean can detect and clean, see Supported Metadata Types.
When a profile removes tracked changes from a Word document, Draftable Clean accepts every tracked change. The cleaned file keeps the edited text with no revision marks; Clean does not reject changes. To send a Word document with its tracked changes still visible, use a profile that preserves them, such as Clean Share.

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.

Enforced must-clean metadata (administrators)

Administrators can require specific metadata types to be removed whenever cleaning runs, regardless of which profile is applied, including new custom profiles. These enforced “must-clean” rules are set centrally via Group Policy and cannot be overridden by a profile’s settings. Skip Cleaning leaves files unchanged, so do not assign it where metadata removal is required. See Configuring preferences with Group Policy for setup details.

Profiles in the Outlook add-in

In the Outlook add-in, recipient email domains normally determine the cleaning profile. Configure this in Settings > Add-In, or use the rules supplied by your administrator. Per-attachment overrides may also be available if your administrator allows them.
No-recipient profile selection and domain rules in Draftable Clean 26.10

How domain-based profile selection works

When you compose an email with attachments, Draftable Clean evaluates recipient domains against your Domain Rules. Before recipients are entered, choose App default, a named cleaning profile, or Skip Cleaning (do not clean) in Settings > Add-In.
No-recipient profile menu with Skip Cleaning available
Skip Cleaning is a special Outlook option, not a fourth built-in desktop cleaning profile. Attachments are labelled Skipped and remain unchanged. Use Draftable Clean 26.10.0 or later with Outlook add-in 1.12.110.0 or later for this feature. 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:
  • 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 for each recipient
  • You can assign Skip Cleaning (do not clean) to a rule. Skipping applies only when every recipient resolves to a skip rule. If any recipient matches a cleaning rule or no rule, a cleaning profile or the default profile takes precedence
  • Keep the Default rule assigned to a cleaning profile for other recipients, such as Standard Clean or a profile your administrator has deployed
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.