Basis

Basis brings workbook citation review into Microsoft Excel.

With Basis in Excel, authorized users can open a Basis task pane beside a citation-enabled workbook, review cited cells, inspect supporting source evidence, and prepare a final workbook copy for binder storage.

What you can do

• Open the Basis task pane from the Excel ribbon.
• Sign in with a provisioned Basis account.
• Review cited files associated with a Basis-generated workbook.
• Select cited cells to view supporting PDF or Excel source evidence.
• Navigate between citations in the task pane.
• Make the workbook binder-ready by removing citation review metadata when review is complete.

Requirements

• An active Basis account provisioned by Basis or your organization.
• Access to a citation-enabled workbook generated by Basis.
• A supported Microsoft Excel environment with internet access.

Basis accounts and subscriptions are managed outside the add-in. The add-in does not sell products or services inside Excel.

Basis may process workbook context, citation metadata, and related source-document information to provide the add-in. See the Basis privacy policy for details.