How to use the Updated Metadata Outlook add-in

When you try to send an email with an attachment, you will see a pop up like the one below. It is fairly similar to the metadata scrubber we had before. Except with this version we should not experience Outlook freezing right before clicking send.

 

Some new things to notice:

There are 2 drop down menus to the left of each attachment:

1. Scan Level: There are different levels of metadata scrubbing.                                     

Below are screenshots of each scanning level. The highlighted text indicates which cleaning actions the scrubber will perform for each level. The level is indicated by the color on the left side of the text that is highlighted. You can refer to the drop down above to see which color relates to which setting. ( I put them in order from low to high)

2. Action: This allows you to select whether you would like to clean the document or not (skip).

***The PDF option will only be available if you are already sending a pdf. I would not use it because requires a specific configuration of our PDF printer. However, if you think this would be a helpful option for you, I can look into how to configure your account to use it.

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Optional Settings:

• Only deal with the scrubber pop up when you are sending attachments externally.

  • I figure most of us click skip when we send attachments internally. This setting will allow you to bypass having to click "skip" each time.

Step 1: In the metadata pop up screen, there will be a blue drop down menu that says "ACTIONS". Click on it and then click "Preferences..."

Step 2: Another window will pop up and look like the one below. At the top, select the icon that has an envelope on it and says "Email".

Step 3: In the section that says "Other", click the check box that says only scan for attachments when sending to an external recipient.

 That is all that I thought would be useful. Feel free to let me know if you find any other settings that you think would be helpful!