Review the document before making a shareable copy
A DOCM file may include macros as well as comments, tracked revisions, hidden text, and document properties. Decide what is approved for distribution and inspect the source in a trusted environment before creating an external copy.
A PDF can reduce the need to send an executable document, but it is not a redaction tool. Private details visible on pages remain readable, and information may also exist in metadata or annotations depending on the output process.