The Microsoft Office 365 viewer brings the perfect balance between control and convenience. Guests can view and edit Excel files in native format online, allowing the Admins to keep control of their data.
Different permission setups
In below image you can compare the different permission setups and possibilities for Excel:
Tips and Tricks
- Guests view Excel files in native format online
Guests read Excel files in their native format with full Excel functionality and potential. This means Guests 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.
- Keep control over the original file
Because Guests can work online, Admins do not need to grant 'Download original' permission on Excel files. Admins keep control over the original file. When Admins close the Vault or deactivate a group of users these users will not have the original file on their PC's.
- Keep track of engagement via Insights
Guests work online and Admins want to keep track of the level of engagement. The more the Guests work online the more this will reflect in the graphic Insights, giving Admins a perfect overview of Guest's activities and engagement.
- No need for deviating permissions
Admins don't need to grant 'Download original' permission on Excel files anymore. Simply choose the permission setting of your liking for all content in your Vault. Upload your documents, set the permission, and go live!
- Guests can make their own calculations
Guests can create their own personal copy online to make their own calculations. Potential buyers can do a 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.
- File size up to 5 MB
The Microsoft Office 365 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 order to see these documents in Excel format original download permissions are needed, so Admins can consider granting Download original permission on those Excel files. Another solution could be to reduce the file size of the Excel spreadsheet. Read more on Microsoft's website how you can reduce a file size.