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Managing Prompts and Examples in Library (For Admins)

Discover how to manage, customize, and organize Library to fit your team’s needs.

Last updated: Jun 3, 2026

Unlock a faster workflow with a purpose-built Library. As an admin, you can customize everything in the Library tab—prompts, examples, categories, and tags—to match the way your team works. Use it to centralize your team’s expertise, reduce repetition, and make high-quality output repeatable at scale.

Note: Saved prompts and examples are excluded from your workspace retention policy and are kept within Harvey until they are manually deleted.

Prompts

What's a Prompt?

A prompt is the starting point of any task in Harvey. It’s the question or instruction you give the platform to generate an output.

Every saved prompt is a shortcut to repeatable, high-quality work. Admins can customize prompts to reflect company standards, categorize them by practice area, and make them discoverable for the whole team.

Saving a Prompt

  1. After running your query, click Save prompt.
    Click Save Prompt in Assistant composer.
  2. Add details to organize it:
    1. Title – Describe the task clearly.
    2. Category / Practice Area – Use tags to group related prompts.
      Enter prompt details and save.

Managing Prompts

  1. Go to the Library tab and select Prompts.
  2. Locate the prompt under your Workspace Name or under Harvey (if shared).
  3. Choose an action:
    1. Edit – Update the title, text, or tags.
      1. To remove a tag from all prompts, deselect it across the Library.
    2. Delete – Permanently remove the prompt.
    3. Hide from Team – For Harvey prompts only, hide them from visibility without deleting.
      Edit or delete prompts from the ellipsis menu on the right.

Bulk Uploading Prompts

Use the Bulk Upload feature to upload large numbers of prompts at once to your Library. This is useful when populating the Library for a new practice group, a firm-wide rollout, or any situation where creating prompts one at a time isn't practical.

A modal titled "Bulk Upload Prompts" overlaying a dimmed list of legal prompt entries. The dialog contains a drag-and-drop file upload area marked with a cloud-upload icon and the text "Drag and drop a CSV file here / CSV files only."
  1. Navigate to the Library and select the Prompts tab.
  2. Click the Bulk Upload button. Each upload supports up to 500 prompts and a maximum CSV file size of 1 MB.
  3. Click Download CSV template and fill it out with your prompt data.
  4. Drag and drop the completed CSV file into the upload area, or use the file picker.
  5. Submit the file to upload all of your prompts at once.

Examples

What’s an Example?

An example is a complete use case. It includes the prompt, the source document, and Harvey’s response. It’s a reference model—showing your team what’s possible and how to get there.

Only Admins can create and edit examples, but all professionals can use them.

Saving an Example

  1. After running a prompt in Assistant, click the ••• menu in the top right.
  2. Select Save as example.
    Click 'save as example' from the ellipsis menu in the top right, next to export.
  3. Assign titles, visibility, categories, practice area and document tags for organization.
    Enter name, category, practice area and document type for the example. Click save.
    1. Create new tags by typing and selecting Create New.

Managing Examples

  1. Navigate to the Library tab and select Examples.
  2. Locate the example under your Workspace Name or Harvey.
  3. Choose an action:
    1. Edit – Add or update tags.
      1. To remove a tag, deselect it from all examples.
    2. Delete – Remove the example permanently.
    3. Hide from Team – (Harvey examples only) Hide from view without deleting.
Edit or delete examples from the ellipses menu on each example.

Custom Practice Area Tags

Practice Area tags help you organize your Prompts and Examples by legal category. In addition to Harvey's built-in Practice Area tags, admins can also create and apply custom tags to Library items for even more flexible organization.

Create a Custom Tag

When saving or editing a Prompt or Example, you can create and apply multiple Practice Area tags. To create a new Practice Area tag:

  1. Enter the name of the tag you want to apply in the search bar.
  2. Select Create new.
    The Harvey Library "Edit prompt" modal with the Practice Area dropdown open, showing a search field with "New Practice Area" entered and an arrow pointing to t…The Harvey Library "Edit prompt" modal with the Practice Area dropdown open, showing a search field with "New Practice Area" entered and an arrow pointing to the "Create new: 'New Practice Area'" option.
  3. Your new Practice Area tag is created. You can now apply it to other Prompts and Examples in your Library.

Note: Custom tags cannot be added to Workflow Agents.

Rename a Custom Tag

Custom tags cannot be directly renamed. To update a tag's name:

  1. Create a new tag with the updated name by entering it into the tag field on any Library item and selecting Create New.
  2. Apply the new tag to all relevant Library items.
  3. Remove the old tag from all Library items it's applied to.

Until the old tag is fully removed from all Library items, it will continue to appear in the tag selection list.

Remove a Custom Tag

Custom tags are automatically removed from the Practice Area list once they have been deselected from every Library item they're applied to. To remove a custom tag:

  1. Go to Library and select the Practice areas drop-down menu.
  2. Select your custom tag from the list. This filters all of your Library items by your custom tag.
  3. Go through your Prompts and Examples tabs. Edit each Library item and remove the custom tag from its Practice Areas.
    1. The option to edit Examples is available when viewing your Library as a grid.
  4. Once the custom tag has been removed from all Prompts and Examples, it will be removed from your Practice Area list.

Use the Library to Access Prompts, Workflow Agents, and Examples

Discover Harvey's access point for your favorite prompts, workflow agents, and examples.

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