Attach a File as Column Context

Overview

This feature lets you attach a reference file to a review table column so that Harvey uses it as context when it’s extracting information from the table’s documents. Rather than restating a review protocol, template, or framework in your column prompt, you can @ mention the attached reference file to compare each row's document against it.

Feature Highlights

• Attach a file as column context. Attach a single file from your computer or an existing Vault while building or editing a column. Harvey applies it to each row automatically, so you don't repeat the reference per row or paste its content into the prompt.
• @ mention. Once a file is attached, you can direct Harvey to use it by @ mentioning it by name in the column prompt.
• Full compatibility with existing column features: Columns with file context support re-run, conditional columns, filter, sort, group/ungroup, verify, flag, comment, and edit.
• Traceability built in: Every cell surfaces answer and reasoning text with inline citations. Click a citation to highlight the relevant passage from your reference file, and navigate between citations from the row document and the column file.

How to Use

1. In your review table, select + Add Column to add a new column. To edit an existing column, click the header of the column you want to adjust.
2. Select Attach file. Note that the file must come from the same source as your rows — either from Vault or from your computer.
3. [Optional] In the column prompt, you can @ mention the file by name to direct how Harvey should use it. For example, "Compare against the relevant clause in @Privacy Policy" or "Identify deviations from @Standard Offer Letter."
4. Select Continue to run the column. Harvey applies the reference file as context for every row.
5. Review the results. You can click on a cell’s sources or open the document previewer to see how the column’s reference file contributed to a cell’s answer.

Use Cases

Adding a file as column context is a helpful tool when you want to measure a set of documents against a fixed reference, such as a template, a review protocol, or a regulatory framework. Below are several examples of how this feature can fit into legal work:

Notes & Limitations

Keep the following in mind when using a file as column context during Early Access:

• One file per column. Attaching more than one file returns an error.
• Same-source requirement. The reference file must come from the same source as the table's rows: the same Vault, or both uploaded from your computer.
• No overlap with rows. The reference file must be different from any file already used as a row in the table.
• File updates do not sync automatically. If you edit the source file after using it in a column, those changes won't appear in the column. Consider creating a new column with the updated file instead.
• Deleting a file won’t erase your cells. If the attached file is deleted, the file and its @ reference are removed from the column prompt, but the cells within that column will be retained.
• Some actions are disabled during Early Access. Save as workflow agent, table duplication, and export are not yet available for tables that use a file as column context. All three are planned for GA.

Tips for Success

• Use citations to verify your work. Before acting on results, click into a cell's reasoning to confirm Harvey relied on the intended passage of the reference file.
• Combine file context with your existing column actions to refine and operationalize the table.

FAQs

What should I use this feature for?

Add files as column context when a column needs to reference a document, such as a regulatory framework, a review protocol, a precedent contract, a playbook, or a standard form. Harvey then compares that document against each row in the table.

Does this work with agents?

When you save a table as an agent, file references are preserved, and anyone running that agent must have access to the referenced file (for example, at least view access to the Vault it lives in). Saving a table as a workflow agent is not yet available during Early Access.

Can I use Ask Harvey over cells generated with a file referenced in its column?

Yes. Ask Harvey reads the answer from those cells to generate a response. The file itself is not used as context by default, but you can manually attach it as a knowledge source in Assistant if you'd like to use it in the response.