10/17/2026
You are likely emailing internal comments to your clients.
When you edit a proposal in Word or PDF, the file stores "Metadata." This includes the author's name, editing time, and deleted comments.
Contract negotiations can fail when a client uses "Inspect Document" to read internal notes or pricing strategies hidden in the file history.
Before you attach a file to an email:
1. Go to 𝗙𝗶𝗹𝗲 > 𝗜𝗻𝗳𝗼.
2. Click 𝗖𝗵𝗲𝗰𝗸 𝗳𝗼𝗿 𝗜𝘀𝘀𝘂𝗲𝘀.
3. Select 𝗜𝗻𝘀𝗽𝗲𝗰𝘁 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁.
It will find and remove hidden properties, personal info, and version history. Ensure you only send the data you intend to.