Harvey’s SharePoint/OneDrive Integration enables seamless access to your organization’s files directly within the platform. Connect, search, view, and work on files securely using Microsoft’s OAuth 2.0. Admins maintain full control over access settings via Harvey’s App Settings.
How to Enable or Disable SharePoint/OneDrive Integration
Open the Settings panel from Harvey’s left sidebar.
Select the Integrations tab.
Manage the integration by using the toggle.
To enable: Toggle to black.
To disable: Toggle to grey.
Once enabled, the 'Upload from SharePoint/OneDrive' option becomes available for all workspace users in Assistant, Workflows, and Vault. Users will still need to authenticate their account, instructions here.
Note: Disabling the integration removes all associated access tokens, ensuring Harvey cannot access SharePoint data until re-enabled. Users must reauthenticate if reactivated.
Admin Consent for Integrations
Global admin consent may be required based on your IT setup. Admins can grant access in one of two ways:
Connecting your SharePoint/OneDrive account and enabling tenant-wide access via an additional checkbox.
Manually whitelist Harvey through the Entra tenant under Enterprise Applications.
Tracking Integration Uploads
To ensure compliance and provide clear tracking, Harvey records all integration uploads in the Workspace History section within Admin Settings.
This log includes upload sources for both Assistant and Vault queries, allowing admins full visibility into file activity.
FAQ
Q: If I turn off the integration for our workspace, what happens to the files already uploaded into Vault?
Any documents that have been uploaded by users in the workspace will remain stored according to your workspace’s data retention policies.
For further assistance, please contact [email protected]