And while it is important to note that the PDF conversion process does not typically remove all metadata from a document, PDF conversion should remove some of the more potentially damaging or embarrassing types of metadata (such as deleted comments). Here, lawyers who receive documents are not prohibited from searching for metadata, and although they are required to notify the sender if they find anything, at that point, the potentially damaging information is already exposed.įor this reason, many lawyers have gotten into the good habit of converting documents to PDF files before sharing them with other parties.
This is especially true in Wisconsin, where it is up to the sender of a document to prevent the disclosure of significant information contained in document metadata. Tison Rhine is the advisor to the State Bar of Wisconsin Law Office Management Assistance Program ( Practice411 ™).
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