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Features and capabilities

Use Vesence on the Web

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Vesence on the web is the main workspace for matter-level and project-level work across files and file types.

Use it when a task depends on a document set — not just one Word document, workbook, deck, PDF, image, email, or folder — or when you want to review generated work product and proposed changes in one place.

Use web when, use Office when

Use the web workspace when:

  • The task depends on several files, versions, or a broader project context.
  • You need to review PDFs, scanned materials, spreadsheets, presentations, Word documents, images, folders, or other mixed file types together.
  • You want structured outputs such as summaries, tables, checklists, issue lists, risk matrices, or question lists.
  • You are working with SharePoint or OneDrive files where access is available.
  • You want to review generated work product or proposed changes across several files in one space.

Use Word, Excel, PowerPoint, or Outlook when:

  • The task belongs inside the open document, workbook, presentation, or email draft.
  • You want changes made directly in that Office file.
  • You want to use the actions available in that specific add-in.

See: Use Vesence in Word, Use Vesence in Excel, Use Vesence in PowerPoint, Use Vesence in Outlook.

What the web workspace can include

The web workspace is where Vesence can collect source materials, keep related outputs together, and create work product from the full context.

It can include uploaded files, generated outputs, PDFs, spreadsheets, presentations, images, Word documents, and connected SharePoint or OneDrive files where access is available.

This is useful when the answer depends on how materials relate to each other, such as an agreement, a term sheet, a spreadsheet, a signed PDF, and a folder of related drafts.

Main action

All Tracked Changes

All Tracked Changes gives you a consolidated view of proposed edits across relevant documents and generated work product in the web workspace.

Use it when you want to review changes across several files, compare related edits, and decide what is ready to send, sign, publish, or finalize.

It helps you see:

  • Which documents, drafts, or outputs contain proposed edits
  • What changed across a matter, document set, or mixed file package
  • Whether several drafts contain related, duplicate, or conflicting edits
  • Which changes still need review before sending, signing, publishing, or finalizing

You open it by pressing the All Tracked Changes button in the web workspace — there is no prompt to type. Vesence gathers the proposed edits into one view for you to review.

Tracked changes in Excel on the web

You can view and add tracked changes in Excel on the web when you are working with Vesence.

Tracked changes in Excel are visible only on the web and only to users using Vesence. They are not shown as native tracked changes in the Excel desktop app.

Use this for internal review where colleagues need to see what changed, add proposed edits, or discuss updates before a workbook is finalized.

When you download a workbook, you choose whether to keep the tracked changes:

  • Download — a clean, standard Excel file with the changes applied. This is the version to share with people outside Vesence; it opens normally in Excel with no tracked changes.
  • Download with tracked changes — keeps Vesence's tracked-change record so the workbook can be reopened in Vesence on the web with the changes still visible and reviewable. Opened in the normal Excel app, this file shows the original values, because Excel has no tracked changes of its own.

Examples:

  • Add proposed updates to assumptions in a financial model so colleagues can review them before the model is finalized.
  • Mark changes to a budget or operating plan for internal discussion across the team.
  • Review edits to a tracker, issue list, or diligence workbook with colleagues before sharing a clean version externally.

See the web app

Switch between the Workspace and All tracked changes, and select any control to learn what it does.

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Example workflows

Multi-file review

Use this when you have several files, versions, or file types and need one practical overview of the full package.

Example prompts:

  • "Summarize these documents and list the open issues."
  • "Create a table of all deadlines in this document package."
  • "List inconsistencies between the agreement, term sheet, and spreadsheet."

PDF and scanned material review

Use this when the material is in PDF form or includes scanned pages.

Example prompts:

  • "Summarize this signed PDF."
  • "Check whether the signed version includes the final liability clause."
  • "Inspect this scanned page and summarize what it says."

SharePoint or OneDrive work

Use this when the relevant file is in connected storage.

Example prompts:

  • "Find the latest version of the agreement."
  • "Search for precedent NDAs involving this customer."
  • "Find the project folder for this matter."

See: Using Vesence with SharePoint and OneDrive for more information.

Email and calendar work in Vesence on the web

Use this when you want to prepare Outlook actions directly from Vesence on the web without switching context.

In the web, Vesence can draft emails, prepare calendar invites, and help manage your mailbox by sorting emails into a folder structure for review and organization.

Example prompts:

  • "Draft an email to the project team summarizing these open issues."
  • "Prepare a calendar invite for the negotiation call and include this agenda."
  • "Create folders for this matter and sort the related emails into them."
  • "Find emails about this project and organize them by workstream."

When Vesence drafts an email or prepares a calendar invite, it shows the proposal in the chat for you to review. Switch between the two below, and select any control to learn what it does.

Draft an email to the project team summarizing these open issues.
Here's a draft summarizing the three open issues — scope, timeline, and the sign-off owner. Review it and create the draft when you're ready.

Hi all,

Ahead of Friday's call, here are the three open issues on the Series A:

1. Scope of the warranties in section 4. 2. The revised closing timeline. 3. Who signs off the disclosure letter.

The full summary is attached. Let me know your thoughts.

Structured outputs

Use this when you need a clear output for review or decision-making.

Example prompts:

  • "Turn this document set into client questions."
  • "Create a risk matrix from these agreements."
  • "Prepare a negotiation issue list."

On your phone

Because Vesence on the web runs in your browser, you can use it on your phone too. Open the Vesence web app in your phone's browser and sign in with the same Microsoft work account — there is no separate app to install.

The layout adapts to the smaller screen. Chat and the document preview take turns filling the screen rather than sitting side‑by‑side, so you open a file to read it and close the preview to return to the chat.

A phone is great for chatting with the Agent, reviewing work, and quick tasks on the go. For heavy editing — such as working through a spreadsheet or comparing files side‑by‑side — the desktop experience works best. The Word, Excel, PowerPoint, and Outlook add‑ins are desktop‑only and do not appear in the mobile Office apps.

Tips and limits

  • Upload or identify all relevant source files at the start.
  • Tell Vesence what output format you want.
  • Say whether the output is for a client, partner, internal team, or counterparty.
  • For large reviews, specify the focus area or priority.
  • Identify the source of truth if versions conflict.
  • Scanned or image-only PDFs may be less precise than text-based documents.
  • SharePoint and OneDrive access depends on permissions.