How to Create a New Document

1. Open the Documents area

• 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 automatically in the Documents Library.

2. Choose how to start

You’ll begin on a blank document page with several template buttons in the empty stage.

• Click a template button such as Letter of Intent, Letter of Support, or Logic Model to start from a built-in format.

• Each template opens a modal requesting short setup details (for example, recipient name, program, purpose, or partner organization).

• After you fill out the form and click Create document, Grantable automatically renders the formatted draft directly on the page.

• If you prefer, simply start typing on the blank page to create a completely custom document.

💡 Templates save time by providing standard structure and automatically inserting the details you provide.

3. Name and save your document

• Enter a clear, descriptive name (e.g., Community Impact Narrative 2025)

• Your document saves automatically as you work and appears in both the Documents Library and any linked Grant project

💡 Use consistent naming conventions to keep your workspace organized.

4. Add context and start writing

Once inside the editor:

• Attach source materials using the @ icon or paperclip

• Use chat prompts to generate or refine text with AI assistance

• Your document continues to autosave after every edit

💡 The more context you add, the more accurate and tailored your AI-generated drafts will be.

✅ Key takeaway: When you create a new document, you’ll start on a blank page with optional templates. Select a template to open a quick setup modal and generate a structured draft—or begin typing freely to build your own from scratch.