Upcoming Feature
Template Library
Generate documents and presentations that automatically match your firm's formatting and branding. With Template Library, admins will be able to manage shared templates while Harvey intelligently applies the right template—or lets you choose one yourself—to produce consistent, client-ready work.
What's Coming
Soon, you'll be able to generate documents and presentations in Harvey that automatically match your firm's formatting, branding, and document standards.
Template Library will let admins upload and manage reusable document and presentation templates directly in Library. Once a template is available, Harvey will automatically identify and apply the most appropriate template when generating a file, helping ensure outputs align with your firm's preferred formatting from the start. If multiple templates could apply, Harvey will ask you to confirm the correct one before generating your file. You will also be able to manually select a template directly from the composer whenever you want to use a specific format.
By centralizing template management and making templates available across the workspace, Template Library will reduce manual formatting work and help teams produce consistent, client-ready documents more efficiently.
Feature Highlights
- Upload and manage document and presentation templates for your workspace from Library.
- Share templates across your entire workspace or with specific users and groups.
- Let Harvey automatically select the most appropriate template when generating a file.
- Confirm the correct template when multiple options are available.
- Manually choose a template from the composer when you want to control which format is used.
- Create documents and presentations that better match your firm's branding, formatting, and drafting standards.
FAQ
Q: Who can manage templates?
Workspace admins will be able to upload, update, organize, share, and remove templates. Depending on your organization's settings, users may also be able to upload and manage their own templates.
Q: How will Harvey choose the right template?
When you generate a document or presentation, Harvey will evaluate the templates available to you and select the one that best matches your request. If more than one template appears to fit, Harvey will ask you to confirm the correct choice before generating the file.
Q: Can I choose a template myself?
Yes. In addition to automatic template selection, you'll be able to manually select a template from the composer whenever you want to generate a file using a specific document or presentation format.