Release Notes
NetDocuments Integration
Connect your knowledge to your work.
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

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.