It also does that for you, automatically. Simul also knows that when you start making changes to the document you are going to want it saved as a new version, allowing you to refer back to old changes at any time and avoid saving over anyone else’s edits. Most of the time Simul will just fix the problem without you even asking because we all have the same issues, and Simul knows that when you open the document and make changes you will want them tracked – you don’t have to remember to turn them on, Simul Docs will automatically track them for you.
Simul will fix all of this for you, at the click of the button. What information do you want to be absolutely sure doesn’t fall into the wrong hands? Let me know in the comments below.Simul Docs works seamlessly with Microsoft Word and allows you to upload and edit your word document without having to worry about version control or merging two versions together if they had been opened and changed at the same time. Once you’re satisfied that the document is clean, you can click Close and send the document on its way. Each item has a Remove All button you can use to strip out that particular category of metadata. Obviously, anything with a red exclamation point indicates Document Inspector found something you may want to examine more closely. (I tend to exclude the check for header, footer, and watermark information since that tends to delete my page numbers.) Clicking on Inspect starts the process that will quickly produce something like this: When you’re finished editing your document, and just before you email it, click on that Document Inspector button:Īs you can see, Document Inspector will check for all sorts of metadata in your document. If you look at the illustration above, you’ll see a button called Document Inspector. If you’re not fortunate enough to work in a firm that already has a metadata scrubber application installed on all computers (check with your IT person if you’re not sure), you’ll need to scrub the metadata out yourself. Yes, it’s a pain in the neck, but you want your documents to be secure, right? Scrubbing Your Docs Before Sending Them Out Make it a point to check the settings above every time you open a document from an outside source. That first highlighted setting enables really helpful popups like this one that appears when you save a document with tracked changes: Once you’re in Trust Center, click on Trust Center Settings to access the security and privacy settings.Īs far as Track Changes is concerned, the highlighted settings below are what I recommend:
To get to the Trust Center in any of the Ribbon-based versions of Word, go to the File tab and click options Trust Center will be one of the choices along the left. I highly recommend going into Trust Center and checking out the various settings. If you’ve never checked out the Trust Center in any Microsoft Office application, you may be inadvertently exposing yourself to some pretty nasty stuff. For our purposes here, you need to make sure that there is a checkmark next to Track Changes, but I advocate checking just about everything, because that information often comes in handy for such tasks as diagnosing formatting problems. You’ll see a pop-up menu called Customize Status Bar. One of those indicators not only will tell you whether Track Changes is on, but will also allow you to toggle it on and off with a single mouseclick.Īll you have to do is right-click your mouse anywhere in the blank space in that long gray bar at the bottom. While Office, as initially installed, doesn’t really show you much beyond what page you’re on, it’s possible to pack that Status Bar with all kinds of useful information. The Microsoft Office Status Bar (that long gray bar at the bottom of every Microsoft office application) is your friend. Here are my suggestions for features you should turn on so Track Changes is always open and obvious and under your complete control.
After all, if you don’t know that your own edits are being tracked and recorded, you may be inadvertently revealing confidential information.įortunately, you can tweak certain settings in Microsoft Word to ensure that you don’t get tripped up by hidden tracked changes. That becomes particularly important when you’re exchanging documents with people outside the office (and critical when it’s opposing counsel you’re dealing with). Sometimes it’s tricky to even tell if Track Changes is turned on. Track Changes, however, has its problems. If you frequently edit documents in “group” mode (exchanging drafts of a release with opposing counsel, for example), you’ve probably used Word’s Track Changes feature to stay on top of the edits.
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