Vault: Analyze Large Document Sets at Scale

Overview

Use Harvey’s AI models to analyze hundreds of uploaded documents in a Vault, perfect for large-scale review workflows.

Uploading Files: Limitations and Tips

When uploading files, it’s important to be aware of file size limits and unsupported formats to ensure smooth uploads, faster processing, and reliable performance.

Vault File Size Limits

*While Assistant only allows uploading 50 files to a thread, vaults can store 100,000 files.

Supported File Formats

The following file types are supported in Vault:

• Standard document: .pdf, .docx, .rtf, .txt
• Email: .eml, .msg, .pst
• Spreadsheet: .xls, .xlsx, .csv
• PowerPoint: .ppt, .pptx

Create a New Vault

Each user can create unlimited vaults within their workspace. Once you’re ready to create a vault:

Working With a Vault

First, from your Vault tab, select the vault you want to work with. Here, you can run a new query, view recent queries, manage files, and organize files into folders. Vault can also recognize documents with redlines/tracked changes.

• Start a query

  • Ask a question in an Assistant thread: Get a single, aggregated answer across all documents using the current vault and additional knowledge sources (additional vaults, uploaded files, data sources, etc.)
  • Create a review table: Run hundreds of queries at once over multiple documents in a table format.
• Use a Workflow: Instantly execute predefined queries tailored to specific use cases, such as M&A Deal Points or Litigation Court Opinion workflows.
• Create a draft document: Start a draft document from your vault.

Assistant Threads

You can perform Ask queries on vaults from either Vault or Assistant, with the same result: an Assistant thread generated from a vault.

1. In Assistant, select files and sources, then add from vault. For detailed instructions on running a query with Vault files, please read Getting Started with Assistant.
2. In Vault, enter your query in the text box.

Queries from either method will show up in the vault as well as in your History, indicating that Vault is the source.

Review Table

You can create and manage columns individually. Each column has a type, which is the kind of data expected in the cell. Review queries extract an answer that matches the column type.

• Column Types: date, duration, currency, number, verbatim, classify, and free response.
• Custom Sorting: columns can be sorted and formatted based on the data type.
• Export: you can export the whole table or sub-selected rows into an Excel sheet with an option to export verified cells as green and flagged cells as red.
• Document View: if you click a document, you can view each answer and relevant sources.

Vault Workflows

Vault streamlines transactional and litigation workflows, enabling you to complete key processes effortlessly—no typing required.

To start a workflow:

1. Select the workflow that best matches your document type or click on View all for more options.
2. Click Continue.
3. If you select a review workflow,

   1. Confirm which columns you'd like to add to your review table,
   2. Select the files you want to review
   3. Click Choose.
   4. Once created, you can edit columns in the table.

      1. If you're not satisfied with the output after editing a column, we recommend creating a new custom prompt to format the data in a way that better meets your needs.

Recent Queries

Users can view their recent queries in each vault.

• Duplicate Table: To reuse a recent review table query, click the three dot menu on the far right and select Duplicate Table, then select the vault in which to reuse those columns.

Sharing Vaults

Users can share vaults with other users within your workspace. Sharing is restricted to members of the same organization, ensuring that only colleagues in your workspace can access shared items.

Delete or Rename a Vault

From the Vault tab:

1. Hover over the vault you wish to change.
2. Click on the ellipsis menu in the top right corner of the vault.
3. You will have the option to either Rename vault or Delete the vault.

   1. If you choose to delete your vault, you will be prompted again to confirm this decision as this action will permanently delete the vault and all associated sub-folders and files. Once a vault is deleted, it cannot be recovered.

Data Security & Privacy

Storage Buckets

Vaults and data adhere to the specific workspace and territory-level data storage buckets assigned by Admins. For example, if data is saved in an EU storage bucket, Vault files will also be stored there.

Data Retention Period

There are two types of data retention periods related to Vault: Query Retention and Vaults & Data Retention.

• Query Retention: Queries are persisted as long as the vault, unless you have configured a custom query-level retention policy.
• Vaults & Data Retention: Vaults and data remain stored until the user deletes them, independent of workspace or territory-level retention policies, unless you have configured a custom vault-level retention policy.

All data will be deleted if your organization ceases to be a Harvey customer.