Vault Project Retention

Overview

You can configure Vault Data Retention to apply to all Vault projects based on either the project creation date or the time of the last project update. Admins will need to work with their Harvey Success or Support team to configure Vault project retention using one of two options:

• On project creation

  • Delete project x days* after the project was created
• On project update

  • Delete project x days* after it was last updated

*The x value represents the configured number of days for your vault retention period

What Counts as a Project Update?

When project retention is enabled with the "on project update" setting, certain actions will reset the "last updated" timestamp and extend your project's retention period. Here's a breakdown of what counts as an update and what doesn't.

Actions that trigger an update:

• Queries: Creating, deleting, renaming, or updating a query

  • Threads: Adding follow-up messages, regenerating content, editing, or creating new revisions
  • Review: Adding, editing, re-running, or deleting columns
• Files & Folders: Adding, modifying, renaming, moving, or deleting files or folders
• Project Details: Updating the project title
• Sharing & Access: Adding or removing users, changing access levels

Actions that do NOT trigger an update:

• Viewing a project without making changes
• Favoriting a project query in your history
• Providing feedback (thumbs up/down) in threads or Review cells
• Exporting a query