Qvidian for Microsoft Office

With this integration, users can access the power of their Qvidian library directly within Word documents, Excel spreadsheets, and PowerPoint slides. Using simple, streamlined controls, users can search for and add answers to RFPs and questionnaires and automatically insert the best answers to blocks of questions in bulk. Via Office for the Web, users can also work collaboratively in real-time. This integration is designed to complement (not replace) existing Qvidian functionality and was created with RFP writers in mind.

Note: Qvidian for Microsoft Office only supports Microsoft 365 and Microsoft Word, PowerPoint, and Excel versions 2019 and up.

Caution: You may continue to use Qvidian’s legacy (Office) add-ins. For now, the legacy add-ins and Qvidian for Office will both exist in parallel and will not impact each other. If you no longer need Qvidian's legacy add-ins, but still have them installed, please consider removing the add-ins to help improve Office performance.

Installing Qvidian for Office

There are several methods for installing Qvidian for Microsoft Office: 

1. If one of the following scenarios applies to you, please install the Qvidian for Microsoft Office (US) application:
   • You are located in the US.
   • You are located in the EU, but your Qvidian instance is located on a US server.
2. If one of the following scenarios applies to you, please install the Qvidian for Microsoft Office (EU) application:
   • You are located in the EU.
   • You are NOT located in the EU, but your Qvidian instance is located on an EU server.
3. If you are unable to access the Microsoft AppSource, please contact your Microsoft 365 Administrator.

Note: Your Microsoft 365 Administrator will need to install either the Qvidian for Microsoft Office US or EU application depending on where your company's Qvidian instance is located. Once installed, your administrator will need to use centralized loading to deploy Qvidian for Microsoft Office to all client machines. For more information on centralized deployment, please see Publish Office Add-ins using Centralized Deployment via the Microsoft 365 admin center and/or contact Qvidian support.

Accessing Qvidian for Office

1. After installation, click the Show Qvidian button on the Home menu. The "Upland Qvidian Welcome" sidebar will appear.



2. Click Log in on the "Upland Qvidian Welcome" sidebar. The "Upland Qvidian Log In" dialog appears.
3. Enter your Upland Qvidian User Name and Password and click Log In.

Note: The following application permissions must be enabled for Qvidian for Office to work: "Allow user to log into Qvidian for Microsoft Office” and "Allow user to load unsliced RFP files to a project”.

Downloading Previous Versions of Questionnaires

While teams work on responses, Qvidian will retain a defined number of past questionnaire versions automatically, to simplify referencing and restoring to previous versions as needed. Office for the Web will automatically create “Incremental Saves” periodically in addition to every time you click the “save” button. A “Committed Save” is captured every time you end an editing session by closing the Office for the Web file in your browser or checking the Microsoft Office 2021 questionnaire response back into Qvidian.

Note: Previous versions of questionnaires can only be downloaded when the questionnaires are part of a Qvidian Project.

1. To download previous versions of questionnaires, access your Project RFP in your Qvidian instance.
2. Right-click on your questionnaire.
3. Select View Details. The "Versions" tab will appear in the left panel.



4. Click Download on the desired previous version of the questionnaire.

Note: In Global settings, Qvidian admins can adjust the number of incremental changes Qvidian will save (RFPIncrementals_KeepForAtLeastNDays), as well as the number of revisions Qvidian will save (RFPRevisions_KeepAtLeastNRevisions) and how many days Qvidian will retain those saved past versions (RFPRevisions_KeepForAtLeastNDays).

Updating Qvidian for Office Settings

1. Click the Menu icon.
2. Select Settings from the dropdown menu.
3. Specify your Subscriber GUID if you are using SSO. For users who install Qvidian for Office through their corporate portal (i.e., organizations using a centralized deployment of Qvidian for Office), admins can define a default subscriber ID for all users. Your Subscriber ID, which is entered into your Subscriber GUID field, can be found in the "About" area within the header of the Qvidian interface.
4. Select the Turn on debugging mode checkbox to enable the debugging window. This setting is only used when you need to provide customer support with more information regarding an issue that you are experiencing.
5. Select the Disable SSO authentication checkbox to turn off SSO and use an explicit login.

Note: Qvidian will still remember your Subscriber ID even if you disable SSO functionality. This allows you to re-enable SSO at a later time without looking up and re-entering your Subscriber ID.

6. Click Save.

Logging out of Qvidian for Office

1. Click the Menu icon.
2. Select Logout from the dropdown menu.