Overview
Note: This extension is owned and maintained by NetDocuments and is subject to their terms and development schedule. Users must follow NetDocuments' policies and use supported versions to ensure compatibility.
The Harvey-NetDocuments integration streamlines file management by allowing you to upload documents, spreadsheets, and PDFs directly from NetDocuments into Harvey without downloading them first. You can also download Harvey outputs directly to NetDocuments.
Workspace admins can enable or disable the integration at the workspace level, while users authenticate individually for secure, personalized access to their NetDocuments accounts.
System Requirements
Browsers: Latest versions of Google Chrome and Microsoft Edge.
NetDocuments Compatibility: Requires ndClick or ndOffice 3.0+ installed and running for the browser extension to work.
Installing the NetDocuments Browser Extension
To use this feature, you must first install the NetDocuments Browser Extension. This extension allows you to seamlessly upload and download files between NetDocuments and Harvey.
For step-by-step installation instructions, visit NetDocuments Extension Installation Guide.
Using the NetDocuments Browser Extension
Once installed, the NetDocuments Browser Extension enables direct file uploads to Harvey from your NetDocuments account. Users can access the extension’s file picker within Harvey, allowing for a seamless document selection and upload experience.
For detailed guidance on using the extension, visit How to Use the NetDocuments Extension.
Security and Compliance
Users should review NetDocuments' security policies for a complete understanding of the security measures.
FAQs
Q: Who can use this integration?
The integration is available to users with a valid NetDocuments account that meet the system requirements outlined above. Ensure your workspace admin has worked with Harvey to enable the feature for your workspace.
Q: Does this integration support all file types?
Most document file types supported by NetDocuments can be uploaded into Harvey, including Word documents, PDFs, and spreadsheets.
Q: What happens if I disconnect my NetDocuments account?
Uninstalling the extension or deleting your account will disable the above described functionality. However, any documents already uploaded into Harvey via the extension will remain stored according to your workspace’s data retention policies.
For additional assistance, please contact [email protected]