Release Notes

NetDocuments Integration

Connect your knowledge to your work.

Release Date
Jan 28, 2026
Categories
Integrations
Release Type
Regional Availability
US, EU, AU

What's New

You can now work with NetDocuments files directly in Harvey — no browser extensions or no local downloads required. With the NetDocuments integration, you can:

  • Upload files into Harvey across Vault, Assistant, and Workflows
  • Filter by cabinets
  • Search by
    • Matter
    • Folder
    • File
    • Client
image of selecting netdocs from files and sources

Why It Matters

Documents stay securely governed by your organization’s existing NetDocuments permissions, so you get fast, reliable access without changing how access is managed. The result is a smoother experience across applications and a faster way to connect your knowledge to your work.

How to Use

First, an admin will need to enable the integration, then users can begin uploading from NetDocuments once they've authenticated.

Learn more about configuration, FAQs, and limitations in our new help article: NetDocuments Integrations.