Release Notes
Attach a File as Column Context
Add a reference file to a review table column and have Harvey use it as context when extracting across every row.
What’s New
You can now attach a reference file from your computer or an existing vault to any review table column. Harvey will use the file as context for every row automatically.
- Direct Harvey with an @ mention. Reference the attached file by name in the column prompt, for example "Identify deviations from @Standard Offer Letter."
- Traceability built in. Every cell cites the reference file inline. Click a citation to highlight the passage Harvey relied on, and move between citations from the row document and the column file.
- Full compatibility with column and table actions. Columns with file context support re-run, conditional columns, filter, sort, group/ungroup, verify, flag, comment, edit, save as a workflow agent, table duplication, and export.
Why It Matters
Attaching a file as column context makes it simpler and faster to compare large sets of documents against a fixed reference, such as a template, a review protocol, or a regulatory framework. Instead of manually restating or pasting your reference document into each column prompt, you can attach the file once and apply it across every row.
How to Use
For steps and tips on attaching a file as column context, refer to Using Review Tables.
Use Cases
Adding a file as column context is a helpful tool when you want to measure a set of documents against a fixed reference, such as a template, a review protocol, or a regulatory framework. Below are several examples of how this feature can fit into legal work:
FAQs
Q: What should I use this feature for?
Add files as column context when a column needs to reference a document, such as a regulatory framework, a review protocol, a precedent contract, a playbook, or a standard form. Harvey then compares that document against each row in the table.
Q: Does this work with shared agents?
Yes. File references are preserved when you save a table as a workflow agent. Anyone running that agent must have access to the referenced file's source, for example at least view access to the vault it lives in.
Q: Can I use Ask Harvey over cells generated with a file referenced in its column?
Yes. Ask Harvey reads the answer from those cells to generate a response. The file itself isn't used as context by default, but you can attach it as a knowledge source in Assistant if you want it included.
Q: Can I attach a reference file to more than one column?
Yes. The one-file limit applies per column, not per table, so you can give several columns their own reference file. Attaching more than one file to a single column returns an error.