:Harvey:Support

Release Notes

Convert Vaults to Knowledge Bases

Convert your vaults to knowledge bases in a single click.

Release Date
Feb 5, 2026
Categories
Vault
Release Type
Regional Availability
US, EU, AU

What’s New

You can now convert vaults into knowledge bases directly from the Vault page.

  • One-click conversion from vault to knowledge base
  • All files and client matter are preserved
  • Individual and user group access carries over automatically
  • Workspace-level sharing resets to Restricted after conversion

Why It Matters

This update makes lets you more efficiently create knowledge bases from thousands of files in vaults without manually downloading and re-uploading files.

How to Use

  1. Go to Vault from the main sidebar menu.
  2. Open the three-dot menu on the vault you want to convert and click Convert to knowledge base.
    Image of clicking the three dot menu on a vault then clicking convert to knowledge base
  3. Review the confirmation pop-up, then click Convert.
    Image of pop-up reminder on the effect of converting a vault to knowledge base and the button to convert or cancel.
  4. After conversion, knowledge base access defaults to Restricted for the workspace.
    Image of new knowledge base set to restricted access to specific users or groups

Important: To convert a vault, you need Full Access on the vault and the workspace permission Create knowledge base projects.

FAQs

Q: What happens to sharing status after conversion?

  • Individual and user group access is preserved.
  • Workspace-level sharing resets to Restricted; if the vault was shared with the entire workspace, you’ll need to re-share the knowledge base.

Q: When I convert a vault to a knowledge base, will the client matter be preserved?

Yes, the client matter associated with the vault is preserved.

Q: What happens to queries when I convert a vault to a knowledge base?

Queries (threads and reviews) created in the vault are detached during conversion and moved to each user’s private history. They are no longer shared with other users who previously had access.