Release Notes
External Sharing
Share vaults, threads, Playbooks, and Workflows externally to enable faster decision-making and side-by-side collaboration.
Note: External Collaboration is the feature that enables sharing externally. Admins can learn more about set up and permission controls in this admin guide.
What's New
External sharing lets you collaborate in real time with colleagues or approved external partners
- Share vaults — collaborate in real time on Vault research and reviews with permissions, flagging, and verification tools that bring structure and accountability to team work.
- Share threads — securely share Assistant threads with users outside of your organization, making cross-collaboration and process alignment seamless.
- Share Workflows — Workflow Builders can share executable workflows embedded with your expertise with other Harvey users outside of your organization
- Share Playbooks — share codified language, market standards, and tone in dynamic assets that speed up contract review and ensure better outcomes.
Why It Matters
External sharing makes it possible for multiple reviewers to collaborate in one place without exporting content or managing separate versions. With consistent permission controls and audit visibility, teams will be able to collaborate confidently across clients, partners, and co-counsel without duplicating or fragmenting work.
How to Use
Explore our help articles on Sharing and Collaboration to learn more and get started.
FAQs
Q: How does flagging and verification work for Vault?
With built-in flagging and verification tools, teams can align on what’s complete, what needs review, and what’s been approved. The result is a more transparent, auditable, and efficient research and review process. Flagging lets team members mark items that need review or attention. Verification tools allow designated reviewers to confirm and lock verified findings, creating a clear and auditable record of vault progress.