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Part 1: Desktop application

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Cleaning your first document (desktop)

Open Draftable Clean to see the main application window with the toolbar across the top.
The toolbar follows three key steps:
  • Upload — Browse, iManage, NetDocs, SharePoint
  • Clean — Clean, Undo
  • Export — Save, Email
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UPLOAD: Add files to Draftable Clean by clicking Browse to select documents from a local folder, iManage, NetDocs, or SharePoint to upload from your document management system, or by dragging and dropping files directly into the application window.
You can select multiple files at once. Draftable Clean handles all supported file types simultaneously.If an iManage, NetDocs, or SharePoint button is not visible, you may need to enable the integration in Settings > Integrations. See Troubleshooting: DMS integrations for help.
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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.
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EXPORT: Save or share your cleaned files from the toolbar.
  • Save — Save cleaned files to disk (packaged into a compressed ZIP folder with a timestamped filename) or back to your document management system (iManage, NetDocuments, or SharePoint).
  • 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.
When saving to a DMS (iManage, NetDocuments, or SharePoint), you can choose how your cleaned files are written back:
  • Save (one by one) — Select where you would like each file to be saved individually.
  • Save all to folder — Select a folder to save all cleaned files into as new files.
Both options are available for iManage, NetDocuments, and SharePoint. When saving to iManage, if the file was originally uploaded from iManage you also have the option to save as a new version of the original document.
Saving as a new version to NetDocuments or SharePoint:
  • NetDocuments — Select Save (one by one) and tick the Save as new version box when each file’s dialog box appears.
  • SharePoint — Save the file into the destination folder using the same name as the existing file. For example, saving document.docx into a folder that already contains document.docx saves it as a new version; using a different name saves it as a new file.

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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

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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.
Enter the file’s password — you can use the eye icon to toggle visibility — and click Check Password.
If the password is correct, the file is scanned and its status changes to SCANNED with a risk rating, just like your other files.
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 for further help.
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.

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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.
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.

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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.

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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.
  • Reorder — Drag files up or down in the list to change the attachment order.
Renamed filenames and custom ordering are preserved when you save or email cleaned files from the desktop application.

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