:Harvey:Support

Early Access Feature

Multi-Folder DMS Sync

Sync multiple DMS folders into a single Vault, including folders from different sources like iManage, SharePoint and Google Drive, instead of creating one vault per folder.

Timeline
October (General Availability)
Categories
Vault
General Availability Access
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Note: If your firm uses iManage and client matters, we recommend joining the Document-Level Client Matters and Ethical Walls Early Access program to ensure that client matters sync correctly with the associated files.

Overview

You can now sync multiple DMS folders into a single Vault, including folders from different sources such as iManage, SharePoint, and Google Drive. Each folder becomes its own subfolder in the vault, so a matter's documents, permissions, and query history can live in one place.

Key Features:

  • Sync multiple folders into one vault: Select several DMS folders when creating a synced vault.
  • Sync across DMS sources: A single vault can include folders from different providers, such as an iManage workspace alongside a SharePoint folder.
  • Coordinated syncing: All folders within a Vault refresh together on one schedule. Harvey tracks sync status (success, failure, last run) per folder, and you can pause syncing on individual folders.
  • Client-matter and ethical wall checks: If you attach a client matter number while creating your vault, Harvey detects conflicting or unmatched client matter numbers across the selected folders and blocks combinations that would violate ethical walls.

How to Use

  1. Open the Vault page and select + Create Vault.
  2. In the popover, select Sync a folder or folders.
    Sync multiple folders when creating a Vault
  3. Add the folders to sync, one DMS source at a time:
    1. Select a connected DMS source, such as Google Drive.
    2. Select the folders to sync from that source.
    3. To include folders from another source, select + Add more, choose the next DMS, and select its folders. Repeat for each additional source.
      Choosing multiple DMSs to sync to a Vault
  4. In the popover, fill out the following fields:
    1. Vault name: Add a title for your Vault.
    2. [Optional] Client Matter: If your firm has ethical walls in place, Harvey flags any selected folders that those walls block.
    3. Refresh Daily From: Set the Vault's sync schedule.
    4. [Optional] Description: Describe what your Vault should be used for.
      Describe your Vault
  5. Select Create.

Notes & Limitations

  • Supported DMS sources are iManage, SharePoint, Google Drive, Box, and Ansarada.
  • The ability to add synced folders to an existing Vault is planned for GA.
  • You cannot remove a single synced folder from a Vault. To change the folder set, delete the vault and recreate it with the folders you want.
  • Sync is one-way (from your DMS into Vault).
  • If you sync a folder and one of its own subfolders, some content may be duplicated within the Vault.

FAQs

Q: What happens if a file moves between two synced folders in the DMS?
If you move a file between two synced folders in your DMS, the file's prior query history and review table references are lost. Moving a file within a single synced folder will not impact its query history or review table references.

Q: Why is one folder not syncing while the others are?
Check that folder's sync status in the vault. If it is paused, resume it. If it has failed, confirm your DMS connection and permissions for that folder.