:Harvey: Support

Custom Review Workflows

Create workflows from Review Tables and share them across your workspace.

Last updated: Jun 5, 2025

Overview

Admins can save an existing Review Table as a custom workflow by specifying a title, description, and category. They can then publish it to either the entire workspace or specific users.

These published workflows appear on the Workflows page, are recommended within Vault projects, and can be run like any other workflow.

Creating Workflows from Review Tables

  1. Select a Review Table from your recent queries in a Vault project, then click Save as workflow in the top right corner

    Select a Review Table and click Save as workflow

  2. Fill out the Name, Description, Categories and Document Classification Tags.

  3. Select the columns from the Review Table that you’d like include in your workflow. Click Next.

    Make selections and click next.

  4. Within the Visibility dropdown, choose to make the workflow available to either the entire workspace or specific users.

    1. If you select User, you'll be prompted to choose recipients from the Select users to publish to dropdown.

      Select users and click Publish.

  5. Click Publish to create the workflow.

Managing Custom Workflows

Admins can modify access, unpublish, edit, and delete ANY custom workflow. These options can be accessed by clicking on the three dots in the top right corner of a custom workflow tile.

Edit: Click on the Edit option in the menu, then click on the pencil in each row to amend the contents OR click on the trash can icon to delete the row from the workflow.

Unpublish or Delete: Select Unpublish or Delete on the desired workflow, then confirm in the pop-up.

Unpublish or Delete by selecting the option and clicking the pop-up.

Modify Access: Click on Publish Settings in the menu and adjust the Visibility settings via the dropdown.

Modify access by clicking on Settings.

Managing Harvey Workflows

Admins can manage Harvey workflows in two ways, Customizing and Hiding. First, start on an existing Review workflow.

  1. Start on an existing Review workflow.

  2. Look for the Review Table designation in the bottom left corner of the workflow tile to determine if the workflow is customizable.

    Click on the left corner of a workflow to customize.

  3. Click on the ... in the top right corner of the workflow tile, then select Customize. You can then edit the content of the workflow as you would a custom workflow.

    Click on the ellipsis menu and select customize.

  4. Select Hide in the menu to remove the workflow across the workspace.

    1. Note: This will hide the workflow from all standard users in the workspace, but custom workflow admins will still see the hidden workflow at the bottom Workflows page. Workflows can be unhidden at any time by clicking Unhide in the menu.

      Select hide to remove the workflow from view.

FAQ

Can custom review workflows be published only to specific users?

Yes. When publishing, the admin can select whether it is published to the whole workspace or only specific users. Harvey does not currently support pre-set user groups.

Who can have permission to publish Review workflows?

Admins can assign this permission to any users.

Note: This permission allows users to manage all Review workflows, including deleting custom workflows or customizing/hiding Harvey workflows.

Can I create my own variants of Harvey workflows?

Admins can duplicate a Harvey workflow, customize it as they see fit, then save it to their workspace. They can then optionally hide the original Harvey workflow if desired.