:Harvey:Support

Using Export Formats

Learn how to export your work in a firm-approved Word format—no manual styling needed.

Last updated: Aug 29, 2025

Note: If you do not see this option in Harvey, please consult with your workspace admin for access.

Export formats help you save time and avoid manual reformatting. Your Admin can upload firm-approved Word templates—complete with the right fonts, margins, headers, and footers—so every export matches your organization’s style.

When exporting a thread or draft, you’ll be able to choose from a list of pre-set formatting templates. Harvey will apply the selected style automatically, ensuring your output is ready to use right away.

How to use Export Templates

Once your template is uploaded by an Admin, follow these instructions or view our video tutorial below.

  1. Create or navigate to any thread or draft in Harvey.
  2. Click Export.
  3. Choose the desired template from the Template selection dropdown list.
  4. Click Export.
  5. Harvey will apply the styling in the exported Word document.

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