Vault: Analyze Large Document Sets at Scale

Overview

A Vault is a space for storing, organizing, and analyzing large sets of documents in one place. It’s designed for large-scale review workflows, so you can upload a large document set, ask Harvey to organize it for you, and use Harvey to analyze and find answers across the full set.

Use Vault when you need to review many files at once, ask questions across documents, create review tables, run workflows, or start a draft based on the materials in your vault.

Uploading Files: Limitations and Tips

When uploading files, it’s important to be aware of file size limits and supported formats to ensure smooth uploads, faster processing, and reliable performance.

Vault File and Storage Limits

Vault Limits in Threads

The number of Vault files you can attach to an thread depends on whether you're querying outside a Space or inside a Space. A standard thread supports up to 10,000 Vault files, while threads within a Space support up to 15,000 Vault files.

Vault Review Table Limits

You can add up to 10,000 Vault files to a review table. If you're working with a high volume of files, adding them to a Vault first is the best approach, since direct uploads from your computer are limited to 50 files.

Supported File Formats

The following file types are supported in Vault:

• Standard document: .pdf, .doc, .docx, .rtf, .txt
• Email: .eml, .msg
• Spreadsheet: .xls, .xlsx, .xlsb, .csv
• PowerPoint: .ppt, .pptx
• Images: .jpg, .png, .tiff
• Webpage: HTML
• Common code file types: PHP, Python, Python Script, Java, JavaScript, TypeScript, JSON, XML, C, CPP (C++), CSS, Ruby, TeX
• Personal Storage Table (Microsoft): .pst
• Audio: .m4a, .mp3, .wav, .webm, .flac, .ogg (automatically transcribed to a Word .docx document in Vault; the original audio is not retained)

Creating a New Vault

Each user can create unlimited vaults within their workspace. Once you’re ready to create a vault:

1. In Harvey’s main sidebar, hover over Vault and select the icon OR select Vault, then select + Create vault.
2. In the Create a vault popover, choose a file source for your Vault:

   1. Sync a folder or folders from your DMS, such as Google Drive
   2. Upload files or folders from your computer or DMS
3. Select Next.
4. Enter a vault name and description.
5. [Optional] Add a client matter.
6. Select Create.

From here, you can drag and drop files directly to the vault to upload them or upload files from a computer or integration.

Working With a Vault

First, from your Vault tab, select the vault you want to work with. Here, you can run a new query, view recent queries, and manage files. You can also organize files within your Vault, either manually or by asking Harvey to do it for you.

You can:

• Query your Vault’s documents.
• Draft documents within your Vault.
• Organize files with Harvey: Describe how you want your files structured, and Harvey creates folders, moves and renames files, and flags duplicates for your review.
• Create a new review table to query over multiple documents in a table format.
• Run Workflows: Instantly execute predefined queries tailored to specific use cases, such as M&A Deal Points or Litigation Court Opinion workflows.

Querying a Vault

You can query a Vault in several ways:

• Start a new thread within a Vault
• Attach the Vault in a new thread or Space thread

To start a new thread within a vault:

1. Open the Vault.
2. Select any files you want to use for context in your thread (or select nothing to use the whole Vault).
3. In the top-right corner, select + New.
4. Select New thread.

A new thread will open with the select files or Vault attached as a knowledge source.

To query a Vault in a new thread or Space thread:

1. Open a new thread.
2. In the prompt composer, select the File icon.
3. Toggle on a Vault to attach to the thread as a knowledge source.
4. Proceed with your query. Harvey will use the Vault’s content as context. For detailed instructions on running a query with Vault files, refer to Getting Started with Assistant.

Users can view their recent queries at the top of each Vault.

Sharing a Thread to a Vault

When you create a new thread that uses a Vault as a knowledge source, it remains private to you until you decide to add the thread to that Vault.

To share your thread to the Vault you used as a knowledge source:

1. From the main navigation menu, select View history.
2. Select the thread.
3. Select the ellipsis menu (…) in the top-right corner
4. Select Add to vault.
5. Find and select the Vault you used as a knowledge source.

You can return to your thread by opening the Vault and selecting Queries at the top of the page.

Drafting Documents

1. Open the Vault.
2. In the top-right corner, select + New.
3. Select Draft document.

Organizing Files with Harvey

Reorganize the files within a vault by describing to Harvey what you need in plain language, instead of manually moving and renaming files one at a time. Organization actions change file locations, names, and metadata only, never the content inside a document.

You can ask Harvey to:

• Save files to an existing or new vault
• Create folders, and move files and folders between them
• Rename files and folders to a consistent format
• Detect and flag duplicate files for your review
• Summarize a folder's contents in plain language
• Undo the most recent set of changes

Organize Files in a Vault

1. Open a new thread and attach one or more Vaults, or open a Space that contains Vaults.
2. Describe what you want Harvey to do in plain language. For example:

   1. Organize the files in this vault into folders by document type.
   2. Rename all files in the Contracts folder to follow the format [Counterparty] - [Agreement Type] - [Date].
   3. Find and flag any duplicate files in this vault.
   4. Summarize what's in the Employment Agreements folder.
3. Review Harvey’s proposed plan and press Confirm to proceed, or adjust your instructions.

Upon confirmation, Harvey executes your requested changes. Results will be visible in your Vault immediately. If the result isn't what you expected, ask Harvey to undo the last set of changes to return the vault to its prior state.

Creating Review Tables

You can create a review table in Vault to analyze up to 10,000 files at once, returning results in a structured, spreadsheet-style layout. Each review table is built from columns, where each column extracts a specific data point (such as governing law, effective date, or renewal term) from every file.

1. Open the Vault.
2. In the top-right corner, select + New.
3. Select New review table.

For step-by-step guidance on building and formatting a review table, see Using Review Tables.

Running Vault Workflows

Vault streamlines workflows, enabling you to complete key processes effortlessly.

To run a workflow:

1. Open the Vault.
2. In the top-right corner, select + New.
3. Select Run a workflow.
4. Proceed with the workflow. For step-by-step guidance on running workflows, see our Workflows Overview article.

Sharing Vaults

Users can share vaults with other users within your workspace. Sharing is restricted to members of the same organization, ensuring that only colleagues in your workspace can access shared items.

Renaming a Vault

1. In the Vault tab, hover over the vault you wish to change.
2. Select the ellipsis menu (…) in the top right corner of the vault.
3. Select Rename vault and edit the name as needed.

Deleting a Vault

1. In the Vault tab, hover over the vault you wish to change.
2. Select the ellipsis menu (…) in the top right corner of the vault.
3. Select Delete vault.
4. Select Move to recycle bin.

Once your vault has been moved to the Vault recycle bin, it will recoverable for 30 days by an admin of your workspace before being permanently deleted. See Managing Vaults for more details.

Data Security & Privacy

Storage Buckets

Vaults and data adhere to the specific workspace and territory-level data storage buckets assigned by Admins. For example, if data is saved in an EU storage bucket, Vault files will also be stored there.

Data Retention Period

There are two types of data retention periods related to Vault: workspace retention and vault retention. You can learn more about these settings in Manage Vault Data Retention Settings.

All data will be deleted if your organization ceases to be a Harvey customer.

FAQs