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, and you as Vault Admin, keep maximum control of your data.
If you want to learn more about the permissions set up for this feature and its advantages, this article is for you!
Compare the different permission setups for the Office 365 viewer:
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.
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.
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.
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!
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.