Connecting Your DMS: Google Drive and SharePoint/OneDrive

Harvey integrates directly with Google Drive and SharePoint/OneDrive, allowing you to upload and work with documents seamlessly. These integrations help you stay focused, move faster, and collaborate with confidence.

Before getting started, your Workspace Admin must enable the integration at the workspace level.

Once enabled, each user must authenticate their account to connect their document storage.

Connecting from Harvey

You can connect either integration from multiple entry points in Harvey:

• Assistant
• Workflows
• Vault

First-Time Set Up

Authenticating Google Drive or SharePoint/OneDrive

Before you can begin using the integration, follow the steps below to authenticate your individual Google Drive or SharePoint/OneDrive account:

1. In Personal Settings, select Connectors.
2. Choose Google Drive or SharePoint from the list.
3. Select Sign in.
4. Log in with your credentials and approve access.

Once authenticated, your Google Drive or SharePoint file picker will be embedded directly in the Harvey interface, allowing you to browse, select, and upload files without leaving the platform.

Uploading and Exporting Files

How to Upload to Google Drive or SharePoint

1. In Harvey, select the file upload button where supported (e.g. Assistant, Vault, or Workflows).
2. Select Google Drive or SharePoint from the available upload options.
3. Use the embedded file picker to browse and select documents from authorized Google Drive or SharePoint workspaces.
4. Continue your work as usual. Harvey now has secure access to the selected documents.

How to Export to Google Drive or SharePoint

1. After generating content (e.g. a draft, memo, or diligence report), select Export.
2. Choose Google Drive or SharePoint as the export location.
3. Select the Export button to finish uploading your file.

SharePoint One-Way Sync

Harvey supports automated, one-way daily syncing of documents from a selected SharePoint folder into a Vault or Knowledge Base. This helps streamline content management across large teams by keeping Harvey up to date with the contents of a SharePoint folder.

How to Set It Up

1. From the left-side menu in Harvey, choose Vault.
2. Select Create Vault or Create Knowledge Base.
3. In the Choose file source popover, select Sync a folder.
4. Next to the SharePoint folder option, select Choose folder.
5. Select the desired folder from your SharePoint account.
6. Set your preferred sync time. Syncing runs once per day. Syncs scheduled for 12:00 AM may run between 12:00 AM and 5:00 AM in your workspace’s time zone and finish before 7:00 AM.
7. Select Create.

Once setup is complete, Harvey will mirror the contents of that folder daily, and the Vault’s last sync time will be displayed at the top of the Vault.

You or any user with access to the Vault or Knowledge Base can trigger a manual sync or pause it at any time.

Important Notes:

• Authentication Required: Admins must first disconnect and re-authenticate their SharePoint connection before users can start using.
• File Limit: Avoid syncing more than 10,000 files per tenant to prevent hitting SharePoint rate limits.

  • If you experience issues (e.g., file picker doesn’t load), try pausing your syncing knowledge bases for ~5 minutes.
• Access: Only users with the ability to create a Vault or Knowledge Base can set up the sync but any user with the ability to view a Vault or Knowledge Base can access synced content once it has been shared with them by the owner of the knowledge base.

Disabling or Resetting the Integration

To remove access or reset the integration:

1. Go to Command Center → Configurations → Connectors.
2. Select the Google Drive or SharePoint integration.
3. In the popover, select the Edit icon.
4. Select Disconnect.
5. Select Done.