Review Tables Sync

Overview

Review Table Sync connects a review table to a Vault, or to selected folders within it, so the table can stay up to date as the Vault document set grows. When new files or new file versions land in the connected Vault source, the new Sync control signals to you that the table is out of date.

When you select Sync, Harvey adds every new file as a row in the review table and runs your existing columns on those rows only, so the table stays current. Existing rows, including verified cells, are never rerun.

Use Cases

• Mid-deal diligence: New documents land in the Vault partway through a deal. One sync brings them into the table before the next investment memo.
• Ongoing discovery: A litigation associate syncs newly produced emails into the table and extends the chronology from them.
• Precedent for in-house teams: Newly signed contracts sync into a table of standard terms, so legal ops has current precedent for the next negotiation.

How To Use

Set Up Review Table Syncing

1. Open your review table.
2. In the upper right corner of your review table, select Settings.
3. In the popover, navigate to Sync options.
4. Toggle on Sync files from Vault.
5. In the Set up sync popover, choose how you’d like to sync:

   1. Sync entire Vault: Everything in the vault will be synced to the review table
   2. Select folders to sync: Choose specific document sets or folders to load into review

Once you’ve selected an option, proceed to the steps below to use the Sync feature.

To check what a table is pulling from later, open Table settings and select View sync selection under Sync.

Use Review Table Syncing

Once sync is set up, the control at the top of your review table tells you whether the table is current:

• Out of date: The control reads Sync with an orange dot, meaning new files or file versions have landed in the synced Vault source. Select Sync to add them all as rows and run your columns on the new rows only.
• Up to date: The control reads Files synced with a green dot.
• Last-synced time: Hover over the control in either state to see when the table was last synced.
• Newly synced files: After a sync, new files show a blue indicator so you can see what changed.
  Notifications: When new files are synced, Harvey notifies you in the notifications panel. To get an email as well, turn it on in your notification preferences.

Notes

• While sync is on, you cannot manually add files or remove rows. Turn sync off in the table’s Settings to restore those controls.
• Each sync adds all outstanding new files. You cannot accept or dismiss files individually.
• A new version of a file already in the table is added as a new row. The ability to replace the existing row is not part of this release.
• A table syncs from one Vault only. To see the current scope, open Table settings and select View sync selection under Sync. To change it, turn sync off and set it up again.
• If setup or a sync would push the table past 10,000 files, Harvey blocks it. Split the Vault source into folders of 10,000 files or fewer.

FAQs

Q: Will documents arriving through a DMS integration such as SharePoint be added automatically?
No. They mark the table as out of date when they land in the synced scope, and an editor syncs to add them.

Q: If Harvey, a workflow, or an agent queries the table before anyone syncs, does it include the new files?
No. Queries use the rows already in the table until a sync completes.

Q: Can an agent trigger a sync?
Not yet. Agents can already add Vault documents to a table, and agent-triggered sync is being explored after Early Access.

Q: Who receives email notifications about syncing?
Viewers and editors explicitly shared on the table, by individual, group, or external share, who have opted in. The email includes the table name only if your workspace permits customer-sensitive information in notifications.

Q: Where do newly synced files appear in the table?
New rows follow the table’s current sort order. To see the newest files first, sort the files column by latest added. Newly synced files also show a blue indicator.