How to Use Document Templates

1. Open a new document

• From the sidebar, go to Documents

• Click + New document in the top right corner

💡 You can also create new documents directly from a Grant project — they’ll appear in your Documents Library automatically.

2. Choose a template

When the new document opens, you’ll see a blank page with several template buttons in the empty stage.

• Click a template such as Letter of Intent, Letter of Support, or Logic Model

• A setup modal will appear asking for short, template-specific details (for example, recipient name, organization, purpose, program name, or partner information)

• Fill in the requested fields and click Create document

💡 Each template is pre-formatted with the right structure and sections to get you started faster.

3. Review and refine the generated draft

After you create the document, Grantable automatically:

• Generates a formatted draft directly on the page

• Fills in your entered details in the appropriate places

• Opens the document in the editor, ready for AI-assisted editing

You can now:

• Highlight any section and use chat prompts to expand, rewrite, or adjust tone

• Attach source materials using the @ icon or paperclip

• Save and export your draft once finalized

💡 Templates are just starting points — you can freely edit or build on them like any other document.

4. Reusing or customizing templates

• Templates are available anytime from the blank document stage

• Future updates may allow saving custom templates specific to your organization’s style or recurring proposal types

💡 If you frequently write similar documents, note what you reuse — these patterns make great candidates for future custom templates.

✅ Key takeaway: Document templates let you skip repetitive setup and start with a professional, structured draft. Just choose a format, fill in the short form, and Grantable will generate a ready-to-edit version you can refine with AI.