Remove Metadata from PDF: Office daily workflow

Before sending quarterly statements externally, scrub metadata so internal usernames and edit traces are removed.

Suggested flow

1. Prepare source file(s) and confirm intended recipients.
2. Run this tool with minimal settings first.
3. Review output quality and file size.
4. Combine with scrub flow for external sharing when needed.

What this does not protect

• Scenario guidance reduces risk but does not eliminate it.
• Operational identity leaks can still occur outside this tool.