Release Notes

Local and Vault Files in Workflows

Run workflows that combine local uploads, DMS files, and Vault files in a single run.

Release Date
Oct 21, 2025
Categories
Workflows

What's New

We’re expanding workflow flexibility so that you can include multiple file types in the same workflow run. Whether your documents live locally, in a synced DMS, or in Vault, Harvey will process them together seamlessly.

Why it Matters

You should no longer be restricted to choose a single file origin, making uploads faster and workflows easier.

How to Use

Once you start a workflow that prompts you to upload files, simply click which files to include.

Local and Vault Files ss