:Harvey: Support

Connecting Your DMS: Google Drive and SharePoint/OneDrive

Connect Google Drive or SharePoint/OneDrive to Harvey for seamless document upload, analysis, and review—no downloads needed.

Last updated: Jun 5, 2025

Overview

Harvey integrates directly with Google Drive and SharePoint/OneDrive, allowing you to upload and work with documents seamlessly—no downloads required. 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

Steps

  1. Click Upload from Google Drive or Upload from SharePoint/OneDrive.
  2. Authenticate your account using the secure OAuth flow.
  3. Grant Harvey access to your files.
  4. Select the files you want to upload.
  5. Your files will appear instantly—ready for analysis, drafting, or review.

Connecting via Settings

  1. Navigate to Settings in the lower-left corner of Harvey.
  2. Select the Integrations tab.
  3. Find either the Google Drive or SharePoint card.
  4. Click Connect and follow the authentication steps.

Once connected, you can access your document picker any time—no need to reauthenticate per session.

Disabling or Resetting the Integration

To remove access or reset the integration:

  1. Go to Settings > Integrations.
  2. Toggle off the Google Drive or SharePoint integration.
  3. Click Disable or Disconnect to confirm.

Note: Disabling removes access going forward, but files already uploaded into Harvey remain available per your workspace’s retention settings.