The Document Editor

Layout

Top Bar

At the top of the Document Editor, you’ll see two key areas: the navigation bar and the toolbar.

Navigation Bar

• Breadcrumbs — show your current location (Organization → Project → Document)

• Filename — displayed next to breadcrumbs; click to rename anytime

• Three dots menu (…) — open options like Export to .docx, Copy link, or Delete document

💡 The editor autosaves all changes — no need to manually save.

Toolbar

Just below the navigation bar is the formatting toolbar, which lets you style and structure your content:

• Undo / Redo — step backward or forward through your recent edits

• Style — switch between Heading 1, Heading 2, and Body text

• Bold, Italic, Underline, Highlight — adjust emphasis and readability

• Link — insert or edit hyperlinks

• Image — upload and place an image inline

• Bulleted list / Numbered list — organize text as points or sequences

• Table — insert a simple table for structured information

• Organization Profile dropdown — quickly insert stored information from your organization’s profile (e.g., mission statement, EIN, contact info, leadership list) directly at the cursor position

💡 The Organization Profile dropdown is especially useful for inserting consistent boilerplate text — such as your mission statement — without leaving the editor.

Main Editing Area

• The central content area is your editable draft.

• Type directly, paste content, or highlight text to send to the AI Assistant for rewriting or expansion.

• Standard keyboard shortcuts (undo, redo, bold, italic) are supported.

💡 You can keep typing while AI generates content — everything autosaves in real time.

AI Assistant Panel

On the bottom right, the entire right side of the editor is the AI chat thread area — your workspace for generating, refining, and managing text with Grantable’s AI.

Chat Box

At the bottom of the panel is the chat input bar, which includes:

• @ icon — search for and attach files, documents, or records as context for your AI prompt

• Paperclip icon — upload a new file from your computer

• Settings button — open configuration options that control how the AI behaves, turning on or off certain capabilities

You can type prompts like:

• “Draft a one-paragraph summary using the attached report.”

• “Rewrite this section in a more formal tone.”

Generated responses appear as messages in the chat thread. You can insert them directly into your document or continue refining through follow-up prompts.

AI Settings Panel

Click the settings icon (⚙️) to customize how the AI Assistant gathers and uses context:

• Use Organization Profile — toggle whether the AI draws on your organization’s stored profile information (mission, leadership, contact info, etc.)

• Search Workspace — allow the AI to look across your workspace (files, past proposals, notes) for relevant context

• Follow Style Guide — control whether the AI applies your organization’s active writing rules

• Research Online (Pro feature) — enable web search and automatic citation of reputable sources for factual support

💡 Turning these options on or off tailors how much context and structure the AI incorporates into its responses.

Source Cards

When you attach files or documents, they appear as source cards above the chat box.

• Click a card to preview or remove it.

• Each attached item helps the AI understand your organization’s background and language.

Key Actions

• Highlight and click “Answer this” — generate a direct AI response to a prompt in the document.

• Highlight and click “Add selection” — quote text into the chat for custom instructions.

• Export — via the top-right three dots menu → Export to .docx

💡 “Answer this” gives you speed; “Add selection” gives you control.

✅ Key takeaway: The Document Editor is where your writing and AI assistance come together. Use the toolbar for structure, the Organization Profile dropdown for quick inserts, and the AI chat panel for intelligent drafting — all while your work autosaves in real time.