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A metadata checklist before you send a file

October 12, 2026

Sending a file is a decision about everything inside it, not just what you can see. Use this checklist when a file leaves your control: to a client, a court, a journalist, a marketplace or a public website.

  1. Decide what the recipient should know. Everything else is a candidate for removal.
  2. Look first. Open the file in the File Metadata Viewer and read the flagged fields.
  3. Photos and video: remove the position, the device and the dates with the Image, HEIC or Video tool.
  4. Documents: remove the author, company and thumbnail with the Document Metadata Remover. Resolve comments and tracked changes first.
  5. PDFs: use a real redaction command for hidden text, then clean the metadata with the PDF Metadata Remover.
  6. Spreadsheets: break links to other files and delete hidden sheets before cleaning.
  7. Audio: remove tags and cover art with the Audio Metadata Remover.
  8. Archives: if you zip a folder, clean the files inside first, then clean the ZIP so the save dates and comments are gone.
  9. Read the report. A tool that cannot remove a field should say so. Anything left is listed.
  10. Send the clean copy and keep the original. The original is your master file.

Who needs this most

  • Lawyers and courts: drafts reveal authors, revisions and editing time.
  • Journalists and sources: photos and recordings can identify a place and a device.
  • Sellers and landlords: listing photos can give away a home address.
  • Companies: workbooks and slide decks can expose internal paths and names.

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