How to Comment, Edit, Verify, and Track Activity in Review Table Cells

Overview

Review tables have editing and management features that help teams ensure data accuracy and streamline collaboration when working with extracted table data. Users can edit cells, re-run individual cells, verify content, assign rows for review, flag items needing attention, and track activity over time.

This article covers the manual, click-based methods for each action. Several of these actions can also be done by asking directly in a Harvey thread with the review table attached. See Ask Harvey to Edit and Manage Review Tables for supported actions.

Editing Cells

You can edit a cell in two ways: in-line editing, or using the cell details menu.

Inline editing

1. Double-click into any cell to edit in-line.
2. Select Enter or click away from the cell to save your changes.

Editing with the cell details menu

1. Select the cell you want to edit
2. Select the pencil Edit icon in the top right of the cell details menu and input your modifications.
3. Select Save.

Re-Running Cells

If one of your cell responses seems off-target or incomplete, you can re-run just that cell on its own, or re-run it along with any cells that depend on it.

To re-run a cell:

1. Select the cell you want to re-run within your review table.
2. In the popover that appears, select Re-run.
3. When prompted, select one of two options:

   1. Refresh cell: Re-run only the selected cell.
   2. Refresh cell and dependent cells: Re-run the selected cell and every conditional cell that references it.
4. Once complete, the cell displays your new response. If you refreshed dependent cells, downstream cells re-run automatically so their conditional logic reflects the new answer.

Customizing Cell Display Formats

Harvey allows you to control how edited data is displayed—making it easier to align values to internal standards or client-specific preferences.

You can customize how date, currency, and number columns are formatted:

• Date: Choose from multiple display styles (e.g. Jan 31 2025 or 31/01/2025)
• Currency: Select how values appear (e.g. $5 vs 5 USD)
• Number: Adjust the number of visible decimal places (0–4; e.g. 1.2 vs 1.234)

Once a display format is applied, Harvey will re-render every cell in that column to match—even if individual cells have been edited.

For example: If a cell is edited to say “Jan 4 2000 if condition X is met, Feb 4 2000 if not,” and then the column format is changed, it would display as “01/04/2000 if condition X is met, 02/04/2000 if not.”

This ensures consistency across the table without requiring additional manual edits.

Verifying Cells and Tables

Verify a Cell

Select a single cell and click Verify in the cell details.

Verify a Row

1. Select the cell containing the document name. You will see a preview of the document and each cell in the row.
2. Select Verify all in the top right.

Verify or Unverify Multiple Rows at Once

1. Select the rows using the checkboxes on the far left of the table (or the header checkbox to select all).
2. In the black toolbar at the bottom, hover over Table and select Verify or Unverify.

View the Verification Status of All Cells in a Table

Toggle on Show verification in the top right corner of the table. All verified cells will be highlighted in green.

Assigning Rows for Review

To help divide work across your team, you can assign rows in a table to other users for review. Assigned rows are visible to all collaborators with access to the table.

To assign rows:

1. Select the rows using the checkbox on the far left of the table, or use the header checkbox to select all.
2. In the bottom toolbar, click Assign to and choose a user from the list.

Flagging Cells

You can flag cells with colored markers to indicate additional review is required. Flags are visible to all users with access to the table, helping teams identify and prioritize items that require additional attention.

To flag a cell:

1. Select a cell to open up the review panel
2. Select Flag
3. Choose a color

Locking Cells

You can freeze a cell's value to prevent it from being edited, re-run, verified, flagged, or overwritten by other users. Use it to protect finalized answers, so reviewers working in the same table don't change each other's completed work. Any user with edit or full access can lock or unlock a cell.

To lock a cell:

1. Select the cell you want to lock.
2. In the popover that opens, select Lock.

To unlock a cell, select the cell and choose Unlock.

To lock multiple cells at once:

1. Select the column(s) or row(s) that you want to lock.
2. In the black toolbar at the bottom, select Table, then choose Lock.

To unlock multiple cells at once, reselect the column or rows, select Table, and choose Unlock.

Commenting on a Cell

If you have edit-level permissions or higher, you can leave comments directly on individual cells within a review table to capture context, ask questions, and validate decisions with your team.

Add a Comment to a Cell

1. Open a review table
2. Select the cell where you want to add a comment
3. Enter your comment in the comment field
4. Save the comment

View Comments

• Cells with comments display a visual indicator
• Select the cell to view all associated comments

Edit or Delete Your Comment

1. Open the comment thread in a cell
2. Locate your comment
3. Choose Edit or Delete

Include Comments in Export

1. Export your review table
2. Enable the Include comments toggle
3. Complete the export

Applying Filters to the Table

After assigning rows, you can filter the table to view only what’s relevant to you—such as rows that are:

• Verified or unverified
• Flagged or unflagged
• Assigned or unassigned
• Specifically assigned to you

This makes it easier for each collaborator to focus on their portion of the work.

Steps to Apply Filters

1. Select Filter in the top menu bar
2. Choose a filter from the options available
3. Select Apply

Activity Tracking

You can view a cell’s edit, rerun, verification, flagging, locking and assignment history under the Activity section after clicking into the cell. This shows when each action was taken and by whom, giving full visibility into the cell’s review history.

Review Table Details

You can also review the full table details such as the number of rows assigned, flagged, and verified, in the right side panel.

FAQs