A recent blog entry on the e-Discovery Team blog reminded me of this topic. The post talks about the dangers of exposing confidential metadata embedded in Office documents.

“For instance, a Word document containing secret comments they added, then hid, and then forgot to delete or “scrub” before production. “

The case discussed, focuses on a particular incident when classified information hidden as metadata within a PowerPoint presentation was inadvertently leaked by The Office of the Director of National Intelligence (”DNI”) when the document was published to a public website. Whoever put the document on the web didn’t realize that there was secret information hidden beneath.

Metadata can be very useful when applied in the right context – within the enterprise for searching and context tagging for example. However, extra caution should be taken when sending documents in their native format to external recipients. You don’t have to be a spy to get in trouble for leaking confidential data. Besides the possible embarrassment, a business relationship can be severely damaged if unintended information gets in the wrong hands.

For years, I have been making a habit of examining the metadata of any Office document I send or receive. I have found other customer references, templates used by one law firm with another firms name all over it and worse a sales quote that contained a hidden markup of a prior proposal for another client with better terms.

Here are some of the data fields that are stored in Office documents:

  • Your name
  • Your initials
  • Your company or organization name
  • The name of your computer
  • The name of the network server or hard disk on which you saved the document
  • Other file properties and summary information
  • Nonvisible portions of Object Linking and Embedding (OLE) objects
  • The names of previous document authors
  • Document revisions
  • Document versions
  • Template information
  • Hidden text
  • Comments
  • Macros
  • Hyperlinks
  • Routing information

So how do you avoid getting in trouble? The safest solution is not to send native Office documents. If you must send the document in the original format, refer to this Microsoft knowledge base article for information on how to remove the metadata. Newer versions of Office have a removal tool already built-in, or you can download this tool directly from the Microsoft website. There are also a number of third party solution available.

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