DMS Integrations: Google Drive and SharePoint/OneDrive

Overview

Harvey integrates with both Google Drive and SharePoint/OneDrive, enabling professionals to securely upload, access, and work with documents directly within the platform. These integrations are built to eliminate manual steps, streamline collaboration, and maintain full visibility and control.

Each integration uses secure OAuth authentication and can be enabled or disabled at the workspace level by an admin. Individual users must authenticate their own accounts after the integration is activated.

Enabling Integrations for the Workspace

To activate an integration:

1. Open Settings in the left sidebar of the Harvey platform.
2. Select the Integrations tab.
3. Locate the integration (Google Drive or SharePoint/OneDrive).
4. Toggle the switch:

   • Black = Enabled
   • Grey = Disabled
5. Click Connect to link your account.

User Access and File Upload

Once enabled by an admin, users can upload documents from their connected DMS directly into:

• Assistant
• Vault
• Workflows

To upload a file:

1. Click Upload from Google Drive or Upload from SharePoint/OneDrive.
2. Follow the secure authentication flow.
3. Select the document(s) you need.
4. Files will appear in your workspace immediately, ready for use.

Admin Consent

Depending on your organization’s IT configuration, tenant-wide admin consent may be required. Tenant-wide deployment is the most reliable way to ensure all users have secure, consistent access to integrations, with minimal administrative burden.

Admins can grant access by either:

1. Enabling tenant-wide access during setup via an additional checkbox.
2. Whitelisting Harvey manually through the Microsoft Entra (Azure) Enterprise Applications panel.

SharePoint One-Way Sync for Knowledge Bases

Admins can enable daily automatic syncing from a specific SharePoint folder to a Harvey Knowledge Base (excluding Vault projects). This eliminates the need to upload files manually.

Key Features:

• Setup: Choose a SharePoint folder to mirror. Sync runs once daily. You can also trigger manual syncs or pause syncing at any time.
• Access:

  • Users with access to create Knowledge Base and the SharePoint integration can configure syncing.
  • All users with the ability to view Knowledge Bases can access synced content once the Knowledge Base is shared with them.
• File Limits: Recommended limit is 10,000 files per SharePoint tenant to avoid hitting Microsoft rate limits.

  • Tip: For best performance, avoid configuring auto-sync on extremely large folders or across too many knowledge bases.
• Re-authentication Required: Admins may need to disconnect and re-authenticate to complete setup.
• Permission Scope: Integration can only be restricted at the tenant level, but users can only access files they already have permission to view in SharePoint. Admins can also use Harvey's Access Controls to limit which users can set up synced knowledge bases.

Upload Audit Logs

All integration-based uploads are recorded in the Workspace History under Admin Settings, providing visibility into document activity and ensuring compliance oversight for both Assistant and Vault queries.