Manage Vault Data Retention Settings

Overview

Vault retention is separate from your workspace’s query retention. You can configure Vault Data Retention to apply to all vaults based on either the vault creation date or the time of the last update. Admins will need to work with their Harvey Success or Support team to configure Vault retention using one of two options:

• On vault creation

  • Delete vault x days* after the vault was created
• On vault update

  • Delete vault x days* after it was last updated

*The x value represents the configured number of days for your vault retention period

What Counts as a Vault Update?

When Vault retention is enabled with the "on vault update" setting, certain actions will reset the "last updated" timestamp and extend your vault's retention period. Here's a breakdown of what counts as an update and what doesn't.

Actions that trigger an update:

• Queries: Creating, deleting, renaming, or updating a query

  • Threads: Adding follow-up messages, regenerating content, editing, or creating new revisions
  • Review: Adding, editing, re-running, or deleting columns
• Files & Folders: Adding, modifying, renaming, moving, or deleting files or folders
• Vault Details: Updating the vault title
• Sharing & Access: Adding or removing users, changing access levels

Actions that do NOT trigger an update:

• Viewing a vault without making changes
• Favoriting a vault query in your history
• Providing feedback (thumbs up/down) in threads or Review cells
• Exporting a query