NetDocuments Browser Extension Compatibility

Upload and download files between Harvey and NetDocuments using the browser extension for seamless, secure integration.

Last updated: Jun 5, 2025


Overview

Harvey is now compatible with the NetDocuments browser extension. This streamlines file management by allowing you to upload documents, spreadsheets, and PDFs directly from NetDocuments into Harvey without downloading them first. You can also download Harvey outputs directly to NetDocuments.

Workspace admins can enable or disable the integration at the workspace level, while users authenticate individually for secure, personalized access to their NetDocuments accounts. Please reach out to the Harvey team to enable/disable this for your workspace.

System Requirements

  • Browsers: Latest versions of Google Chrome and Microsoft Edge.
  • NetDocuments Compatibility: Requires ndClick or ndOffice 3.0+ installed and running for the browser extension to work.

Installing the NetDocuments Extension

To use this feature, you must first install the NetDocuments Browser Extension. This extension allows you to seamlessly upload and download files between NetDocuments and Harvey.

Using the NetDocuments Extension

Once installed, the NetDocuments Browser Extension enables direct file uploads to Harvey from your NetDocuments account. Users can access the extension’s file picker within Harvey, allowing for a seamless document selection and upload experience. Users can also download Harvey outputs directly to NetDocuments.

Security and Compliance

Users should review NetDocuments' security policies for a complete understanding of the security measures.