Release Notes
Agentic Search for DMS: SharePoint and Google Drive
Harvey can now search your connected SharePoint, OneDrive, and Google Drive content directly, finding the right documents without you having to locate and select them first.
What’s New
Harvey's existing SharePoint/OneDrive and Google Drive integrations have been updated with agentic search, joining iManage Search as another way to find internal knowledge stored in a document management system (DMS). Instead of locating and selecting a file yourself, you describe what you need and Harvey plans the search, finds the relevant documents, and answers with citations back to the source.
Ask in plain language and Harvey searches your connected SharePoint sites and OneDrive. You can point it at a specific site or folder or let it figure out where to look, and narrow things further by file type, author, or date. When an agent searches within Harvey, it reviews additional results and decides whether to refine the search or continue.
Google Drive Search
The same plain-language search works across My Drive and any Shared Drives you have access to, including a specific one you name. Harvey can also surface recently modified files and pull in comments and replies on a document without opening it.
You can learn more about each search-enabled DMS integration in the following articles:
Why It Matters
Legal teams' internal knowledge is often scattered across shared drives, sites, and folders. Finding prior work has meant guessing where a file lives, opening documents one at a time to check relevance, then manually bringing those documents into the tool where the work actually happens.
SharePoint search and Google Drive search help close that gap: Harvey finds the documents for you and delivers a cited answer in the same thread, saving time for your team.
How To Use
Important: To search SharePoint and Google Drive in Harvey, an admin must first enable the integration for your workspace.
In any thread, add SharePoint or Google Drive as a source, then ask Harvey to find the files you need.
- Open a Harvey thread.
- Select
Sources. - Find and enable SharePoint or Google Drive from the list.
- Ask for the documents or answer you need.
- Review the answer and open cited files.
Notes & Limitations
- Search results are scoped to what you can already access. SharePoint Search and Google Drive Search use per-user OAuth, so results always match your existing permissions in the connected system, the same way iManage Search does.
- Keyword search returns up to 100 results per call. If a broad query reports more results are available, narrow it by adding a phrase, file type, author, date range, or site/folder before searching again.
- Search is read-only. File creation, edits, moves, deletes, and sharing stay outside this feature.
- Downloaded content is a point-in-time copy for the thread. If a source file changes, run the search again to read the current version.
FAQs
Q: How is this different from the SharePoint and Google Drive integrations we already have?
The existing integrations let you pick a known file or sync a known folder into Vault. SharePoint Search and Google Drive Search find the files for you. Most teams will use both: search to discover the right documents, then the file picker, thread, or Vault to work with the ones you've found.
Q: Does this include OneDrive as well as SharePoint?
Yes. In a workspace without a site restriction, SharePoint Search covers both connected SharePoint sites and the signed-in user's OneDrive. A workspace configured with a single site-specific SharePoint URL will not return OneDrive content outside that site.
Q: Can an admin restrict search to a specific SharePoint site or Google Shared Drive?
For SharePoint, an admin can configure the workspace with a site-specific SharePoint URL, and every search stays inside that site.
For Google Drive, a user can name a specific Shared Drive in their request, and Harvey will search that Shared Drive rather than the full corpus.
Q: Will I see files I can't otherwise open in SharePoint or Google Drive?
No. Search and download use your own connected account and its existing permissions, so you can only reach content you could already access in the source system.
Q: When should I use Search instead of Vault?
Use Search to discover material across content that keeps changing. Use Vault when you want a known set of documents stored and indexed in Harvey for repeated or deeper work. Search can bring selected content into a thread; Vault creates a managed document set in Harvey.