Release Notes

Custom Workspace Guidance and Notices

Admins can now surface important information with pop-up notices and recurring workspace guidance, accessible via the left sidebar for easy access throughout the platform.

Release Date
Apr 17, 2025
Categories
Governance

Custom Guidance in Sidebar

  • Admins can publish workspace-specific guidance that appears in the left sidebar for all users
  • Ideal for tips, firm-specific use cases, or feature guidance tailored to your team’s workflow

Configurable Recurring Notices

  • Set up recurring pop-up messages to display once, daily, weekly, monthly, or on every refresh
  • Useful for compliance reminders, internal announcements, onboarding tips, or updates relevant to specific practice groups

Learn more: https://help.harvey.ai/articles/workspace-settings

Custom Workspace Guidance and Notices