:Harvey: Support

DMS Integrations: Google Drive and SharePoint/OneDrive

Connect and manage DMS integrations to securely upload and access documents across your workflows.

Last updated: Jun 5, 2025

Overview

Harvey integrates with both Google Drive and SharePoint/OneDrive, enabling professionals to securely upload, access, and work with documents directly within the platform. These integrations are built to eliminate manual steps, streamline collaboration, and maintain full visibility and control.

Each integration uses secure OAuth authentication and can be enabled or disabled at the workspace level by an admin. Individual users must authenticate their own accounts after the integration is activated.

Enabling Integrations for the Workspace

To activate an integration:

  1. Open Settings in the left sidebar of the Harvey platform.
  2. Select the Integrations tab.
  3. Locate the integration (Google Drive or SharePoint/OneDrive).
  4. Toggle the switch:
    • Black = Enabled
    • Grey = Disabled
  5. Click Connect to link your account.

Note: Disabling the integration removes access tokens. Users will need to re-authenticate if the integration is re-enabled.

User Access and File Upload

Once enabled by an admin, users can upload documents from their connected DMS directly into:

  • Assistant
  • Vault
  • Workflows

To upload a file:

  1. Click Upload from Google Drive or Upload from SharePoint/OneDrive.
  2. Follow the secure authentication flow.
  3. Select the document(s) you need.
  4. Files will appear in your workspace immediately, ready for use.

Admin Consent

Depending on your organization’s IT configuration, tenant-wide admin consent may be required. Admins can grant access by either:

  1. Enabling tenant-wide access during setup via an additional checkbox.
  2. Whitelisting Harvey manually through the Microsoft Entra (Azure) Enterprise Applications panel.

Upload Audit Logs

All integration-based uploads are recorded in the Workspace History under Admin Settings, providing visibility into document activity and ensuring compliance oversight for both Assistant and Vault queries.