How to Import Your First File

Upload supporting materials into Grantable to give your AI Assistant the context it needs.

Written By Philip Deng

Last updated 4 months ago

1. Where to upload files

You can add files in two main places:

  • Files Library (from the Home sidebar → Content → Files)

    • A central space to store and organize documents your team will use across projects.

  • Inside a Grant Project (when working on an application)

    • Attach files directly to a project so the AI can reference them when drafting responses.

💡 Think of the Files Library as your archive, and project uploads as your working set.

2. File types supported

  • .docx — great for past proposals, RFPs, or templates

  • .pdf — budgets, annual reports, program brochures

  • .txt / .md — notes or plain text resources

  • Google Drive — connect your account in Settings → User and import directly

💡 High-quality, text-based documents help the AI generate the most accurate drafts.

3. How to upload

From Files Library

  1. Go to Files

  2. Click Upload File

  3. Drag-and-drop or select from your computer

  4. (Optional) Tag or rename the file for easier searching later

From a Grant Project

  1. Open your project and scroll to the chat area

  2. Click the paperclip icon (bottom right) to upload from your computer

  3. Or click the @ icon (bottom right of chat box) to search your existing Files and attach

4. Reviewing and managing files

  • Uploaded files appear as rows (showing file name and type)

  • You can preview, rename, or remove them anytime

  • In a project, all attached files stay visible above the chat box

💡 Each file card is a building block in your project’s knowledge base.

5. Best practices

  • Upload your recently completed grant applications, program reports, and supplemental information — they’re used often across applications

  • Keep your Files Library tidy by using clear names, folders and tags

  • Update important files regularly so your AI Assistant always works with the latest information

✅ Key takeaway: Importing files is how you seed Grantable with authentic information about your organization. The more relevant, high-quality materials you upload, the smarter and more tailored your AI-assisted drafts will be.