The February issue of the Illinois Bar Journal contains a tip-filled article by Helen Gunnarsson titled "Is Your Metadata Showing?"
If you don't have access online as an ISBA member, you can find the article in a library.
- Safely sharing draft documents with opposing counsel and experts;
- Naming conventions to keep track of different versions;
- Correctly using "track changes";
- Safely creating PDFs;
- The ethics of viewing metadata.
There's also a sidebar that lists other articles about the practical aspects of dealing with metadata in documents.
Gunnarsson draws much of her material from three presentations at the last October's Fifth Annual Solo and Small Firm Conference. These presentations can be viewed at the ISBA's FastCLE website.