Managing Word Add-In Playbooks (for Playbook Managers)
Step-by-step guide to manage and edit Word Add-In playbooks in Harvey.
Last updated: Jun 5, 2025
Overview
As a Playbook manager you will be able to upload, edit, publish and manage visibility of the playbooks for your workspace.
How to Upload a Playbook
Note: Only Playbook managers can perform these steps.
In Harvey, go to Settings → Playbooks.
Upload the desired playbook.
Harvey will extract your standard position, fallback positions, unacceptable deviations, or guidance notes. You can edit or add these rules directly in the editor if needed.
Click Save.
To make playbooks visible to users, click Share to grant access to specific individuals or your entire workspace.
Making Edits to a Playbook from the Add-In
You can edit a playbook two ways:
From Settings, select the Playbook and click the rule in which you wish to edit (as described above in Step 3).
When in the Add-in viewing a clause, click View playbook rule and Edit rule.
