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Office 365 viewer for Excel

What is the Office 365 viewer?

The Office 365 viewer for Excel enables buyers to easily view and privately edit Excel files online. All work is carried out in the cloud: no files or data are downloaded. Buyers work more conveniently, while Vault Admins keep maximum control of their data. 

If you want to learn more about the permissions set up for this feature and its advantages, this article is for you! 

Different permission setups:

Compare the different permission setups for the Office 365 viewer:

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Advantages of using the Office 365 viewer                            

check__1_.svg Guests view Excel files in native format online
Guests read Excel files in their native format with full Excel functionality and potential. They can see all values in all cells, tabs, columns and rows. Guests can select and deselect values and fields when the original file contains a filter or pivot table. Potential buyers can do a quicker due diligence in Virtual Vaults without being hindered by unreadable Excel documents.

check__1_.svg Keep control over the original file
Because Guests can work online, Vault Admins do not need to grant 'Download original' permission on Excel files. When the Vault is closed or the user role or group is deactivated, users will not have the original file in their PC's. 

check__1_.svg Keep track of engagement via Insights
Since Guests work online, Vault Admins can keep track of the user's level of engagement. The more the Guests work online, the more this will reflect in the Insights graphics giving Vault Admins a perfect overview of Guests' activities and engagement.

check__1_.svg No need for deviating permissions
Vault Admins don't need to grant 'Download original' permission on Excel files any more. Choose the permission setting of your preference for all content in your Vault. Upload your documents, set the permission, and go live!

check__1_.svg Guests can make their own calculations
Guests can create their own personal copy online to make their own calculations. Potential buyers can do an even quicker due diligence in Virtual Vaults without being hindered by unreadable Excel documents, and make their own financial forecasts online. By granting Edit-permission, Guests can see underlying formulas in the Excel sheets. If you have questions about the personal copy, visit our FAQ's section about this topic. 

Note: The viewer uses Excel Online, so users can view Excel in native format. Excel Online uses a 5 MB file size limit for workbooks. When an Excel file exceeds the file size limit, users will automatically be redirected to the PDF version of the file. In this case, Vault Admins can either grant Download original permission on those Excel files or reduce the file size of the Excel spreadsheet. Read more on Microsoft's website on how you can reduce a file size.

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