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Workspace Sections: Profile

Learn how to add frequently requested application information to your quick reference profile tool

Philip Deng avatar
Written by Philip Deng
Updated over a week ago

Profile Tab

The Profile section in your Workspace serves as a centralized repository for your organization's essential information. This dedicated space stores frequently requested, permanent information that remains consistent across grant applications.

Standard Information Fields

The Profile section comes with pre-configured fields for common organizational information:

  • Organization name and contact details

  • Mission statement and vision

  • Tax ID numbers and legal status

  • Founding date and organizational history

Creating Custom Fields

To accommodate your organization's specific needs:

  • Click the Add field button in the upper right corner

  • Name your custom field

  • Enter the relevant information and click Save

Using Profile Information

To reference your profile information in other areas:

  • Access profile data directly from the writing space

  • Copy information accurately without risk of AI modification

  • Maintain consistency across all grant applications

  • Update information centrally when needed

Note: Information stored in the Profile section is protected from AI modifications to ensure data accuracy and consistency across your grant applications.

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