Keep Document Reviews Up to Date With Review Table Sync
Harvey added Review Table Sync, which flags a Review Table as out of date when new documents land in the Vault it's connected to.
Connect a Review Table to its source Vault or a folder in it. Files can arrive from a data room such as Ansarada, a document management system like iManage, or another source. When new ones show up, the table tells you it's out of date. Click Sync and Harvey adds the new documents as rows and runs your existing review questions against them. Answers are cited to the source document, and rows you've already reviewed stay as they are.
Harvey gives a few examples: a deal team pulling key terms and red flags from files a seller uploads mid-diligence, a litigation team triaging claim forms that arrive in waves, and an in-house team keeping a running view of contract obligations like breach notice windows and liability caps. The post includes a demo video of the deal scenario.
It's available now. Open any Review Table that uses Vault files, click settings, then click Sync.
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