:Harvey: Support

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 5, 2025

Overview

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.

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 entering your prompt in Assistant or EDGAR, 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.

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:
    • Edit – Add or update tags.
      • To remove a tag, deselect it from all examples.
    • Delete – Remove the example permanently.
    • Hide from Team – (Harvey examples only) Hide from view without deleting.
Edit or delete examples from the ellipses menu on each example.