:Harvey:Support

Release Notes

Table Instructions for Review Tables

You can now add persistent instructions to a review table that automatically apply to every new column you generate.

Release Date
May 27, 2026
Categories
Vault
Release Type
Regional Availability
US, EU, AU

What's New

Table Instructions let you set a single set of rules when creating a review table. Once set, those instructions are automatically applied to every new cell generated in the table.

  • Persistent, table-wide context: Instructions apply automatically to every new column, across the entire table.
  • Editable at any time: Update your instructions whenever your needs change.
  • Agent Builder support: Table instructions carry through when you save a review table as an agent.

Why It Matters

Previously, ensuring consistent formatting, language, or reasoning across a review table meant manually copying and pasting the same instructions into every column prompt. With Table Instructions, you only need to set your instructions once.

  • Set your rules once. Every new column you generate will follow them automatically.
  • Get consistent outputs across the entire table without repeated effort.
  • Use across practice areas: standardize party references in M&A, define redaction handling in litigation, enforce citation formatting in contract review, and more.
  • Instructions are surfaced in the Table Settings panel, so you always know what context is active.

How to Use

Create a Table With Instructions

  1. Create a new review table.
  2. Select Table Settings at the top of the review table.
  3. In the Instructions field, describe how you want every cell response to behave; for example, how to refer to parties, how to handle redactions, or what reasoning framework to apply.
  4. Select Save. All new columns generated in this table will automatically follow your instructions.

View or Edit Instructions

  1. Select Table Settings at the top center of the table.
  2. In the Instructions field, review or update your instructions.
  3. Select Save.

Note: Updated instructions apply to all newly generated columns. Existing columns will not be updated.

Add Table Instructions to a Workflow

  1. Create a new review table and add your table instructions.
  2. Once your review table is ready, select Save as agent in the top right corner.
  3. Enter your agent details, then validate or edit your columns and instructions.

Tip: To view or edit instructions on an existing agent, open the Agent Builder and click on the review table block. The Instructions field will appear at the bottom of the column builder panel.

Note: Instructions apply to all new cells going forward and do not affect previously generated cells.

FAQs