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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Manage
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

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 the
    Favorites
     checkbox.
  • To filter by practice area, select checkboxes under
    Practice Area
    : Litigation, Transactional, or General.
  • To use additional filters, select the
    Tags
    ,
    Author
    , or
    Category
     dropdowns and choose your options.
  • To clear all filters, select the
    Reset Filters
     button.

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 the
    Library
    .

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.
  • Access
    User permissions
     settings through the
    Admin settings
     sidebar.

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