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Manage Library
Library
The Manage Library is a dedicated page for prompts where you can build new prompts, edit existing ones, and organize all your custom prompts in 1 place.
Access Manage Library
Manage Library
On the side pane, select
Manage Library
.
Create new prompts
To create a new custom prompt, select the
+ Add
. The Add prompt
screen will open where you can build your prompt.Search for prompts
In the
Search library
field, enter keywords to find specific prompts. The results will filter as you type, and the results count will update.Filter your prompts
Use the Filters panel to narrow your view:
- To show only favorites, select theFavoritescheckbox.
- To filter by practice area, select checkboxes underPractice Area: Litigation, Transactional, or General.
- To use additional filters, select theTags,Author, orCategorydropdowns and choose your options.
- To clear all filters, select theReset Filtersbutton.
Manage individual prompts
Each prompt card has a 3-dot menu (⋮), you can select this menu to find options:
- Share: It opens the Share prompt modal where you can share with specific people or your entire organization.
- Delete: It removes the prompt from theLibrary.
Administrator view
If you are an administrator, you'll find a message: “You are viewing the
Library
as an administrator. Create and manage your organization's prompts and who has access to them.”Administrators can:
- View all prompts created by any user in the organization.
- Edit any prompt by selecting it and making changes.
- Delete any prompt using the 3-dot menu.
- AccessUser permissionssettings through theAdmin settingssidebar.
This article applies to:
- Product: CoCounsel
- Audiences: Legal professionals
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