Note: Vault project-level retention is separate from your workspace’s query-level retention. Admins must work with their Harvey team to enable project-level retention.
Overview
Vault Data Retention can be configured at the project level, 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-level retention using one of two options:
On project creation
Delete project
xdays* after the project was created
On project update
Delete project
xdays* 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-level 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
FAQs
Q: Do Assistant queries over Vault documents follow the Vault project-level retention, or Assistant query-level retention?
Assistant queries on Vault projects will follow Vault project-level retention, since the queries are stored in the Vault project. Assistant query-level retention only applies to ‘regular’ Assistant threads.
Q: When a project is deleted, are both the files and queries deleted?
Yes, all data associated with the project will be deleted, including the uploaded files. The queries will be deleted and not available in user history, workspace history, etc — the same as query-level retention.
Q: Are there any notifications about projects that are close to deletion?
A notification banner will be inside the project if it’s within 7 days, but you will need to open the project to see the banner. In the near future, we will display a warning on the project card when on the Vault homepage so users can be notified without clicking into the project.
Q: Can specific projects be exempted from the retention policy?
No, all projects in a workspace must conform to the same retention policy.
For further assistance, please contact [email protected]