Overview
With Harvey's History tool, users can quickly access and favorite their previous searches and results, categorizing them with relevant groupings and filters. This enables quicker, more effective usage and keeps past queries organized and accessible.
History Tab
You can find a running list of your queries organized by time, query, response, and type, in the History feature of Harvey.
Key Features:
Saving Favorites: Users can save their best queries to quickly revisit at any time. Please note that these queries will be deleted in accordance with the workspace’s retention tier.
Searching/Filtering: Users can search by keyword, date, task type, or document count.
Grouping: Users can group by day, week, month, document count, or CM#.
Filtering Queries
Filters, groups, and retention periods may vary based on workspace configurations, leading to different outputs for each user.
FAQs
Q: Why will saved queries be deleted? Don't all users have indefinite data retention periods?
A: How users review history, save information, and customize the history tab depends on custom data retention periods configured by Admins at the workspace level.
Users should speak with their Harvey Admins for more information.
Q: How does Harvey protect and store saved data?
A: Data is stored securely in our Microsoft Azure environment. It’s encrypted and backed up at the highest level of industry-standard protection.
Q: How can users and Admins manage and review query histories and documents?
A: Users can view a complete history of their past queries and any supporting documents uploaded while the query's data retention period is valid, making it easy to reuse favorite prompts and recover their work.
Harvey Admins can see query history across all users, ensuring the tool is widely adopted and used in accordance with the firm’s AI policy.
For further assistance, please contact [email protected]