Release Notes
Extract File Context for Column Generation
Use any file(s) as context to generate new columns in your review table
What’s New
Quickly generate review tables using your files as context to help build columns. You can ask Assistant to directly extract columns from the structure or context of files attached to your Assistant query, then build a review table from these columns or add these columns to an existing review table.
Why It Matters
This update makes it easier to quickly define columns based on your files. Whether you're building a table from scratch or adding columns to an existing one, attaching a file will consistently inform the columns Harvey creates.
How to Use
Generate Columns From Files When Building a New Review Table
From Assistant, you can use files to generate columns and build the review table at the same time. Simply add your files, send your query, and follow Harvey’s guidance to build a review table.
Files Uploaded | Example Prompt |
|---|---|
A single file to build columns + files to be included for the table | "Extract every field specified in this lease abstract over these lease agreements" |
Multiple files to build columns + files to be included for the table | "Determine whether these documents are responsive by extracting over fields specified in these discovery docs" |
Only files to be included for the table (no files explicitly designated to build columns) | "Read over these files and suggest the most interesting fields to extract over and build me a review table." |
Add Columns to an Existing Review Table Using files
- Open an existing review table and open Ask Harvey.
- Attach the files you want to use to define new columns.
- Type your request and hit send — Harvey will generate new columns based on the file's contents.
Tips for Success
Save a prompt for reuse across different files. If you’re looking to reuse your prompt for generating a review table with files as context, but the columns generated might differ depending on the files uploaded, you can save the prompt and reuse it for different sets of files.
- Build your review table column prompt with a file as context.
- Save it as a prompt to your Library.
- The next time you need the same structure, pull up the saved prompt and attach a different set of files — Harvey will generate columns based on whatever files you provide.
FAQs
Q: What file sources can I use to build columns?
The column file source must be the same source as the files for your review table. For example, you will not be able to generate columns if you add a template that’s uploaded directly from your computer and files attached from Vault; you would need to upload that template into the same Vault to be able to extract columns from the template alongside the Vault files used in the table.