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Writing workspace overview

An overview of all the features in your writing space

Philip Deng avatar
Written by Philip Deng
Updated this week

We've designed Grantable's writing space to have a clean feel, with familiar features, and special superpowers to make grant writing as easy as possible. Here's the rundown:


Navigation

Beginning at the top of this view, in the upper left corner of the screen you'll find your navigation features.

Home

Clicking the ← left arrow icon will bring you back to your home screen where you can find the other areas of your account.

Edit file name

Clicking on the file name allows you to edit what you call the file.

Three Dots Menu

In the upper right corner of the editor view you'll find a menu icon.

Show file history

Clicking on Show file history will open a change log for the document and allow you to restore to earlier versions.

💡 Note: There is no save function, instead your work is automatically saved as you make changes to the document.

Export to .docx

Clicking on Export to .docx will allow you to download the current version of the file in a .docx format and import to another word processor.

Delete

Clicking Delete will prompt you to confirm your choice to delete the current Grant and all of its file contents. ‼️ This cannot be undone.


Documents

The left-side application tray contains a toggle-able view that allows you to view and manage all the application documents associated with this Grant project.

Adding documents

There are two buttons that allow you to add more documents to the Grant project at any time.

Editing document properties

Hovering over any document in the tray will reveal a three-dots menu icon. Click the menu to reveal your options.


Outline

The left-side application tray has a dynamic outline that corresponds with the headers and tasks in each of your Grant project documents.

Use the toolbar (see below) to create headers and tasks, which will automatically appear in the table of contents based on their location in the document.

Tip: You can click on items in the table of contents to easily navigate long documents.


Toolbar

Your toolbar runs across the top of the page and is a convenient way to access many of the key features in the editor.

Undo and redo

The undo and redo buttons, curved arrows pointing left and right, at the far left side of the toolbar allow you to step back or forward through your recent edits.

Style dropdown

The style dropdown allows you to turn any text on the page into any of three header options or normal paragraph text.

Highlight text you wish to style, click the Style dropdown in the toolbar, and select a header or paragraph style to change the selected text.

Headers will appear in the table of contents and are clickable to allow you to easily scroll to that section of the document.

Bold, italicize, underline, highlight

You may use the bold, italicize, underline, and highlight options to change the appearance of regular text.

Select the text you wish to change and click any of these options.

Bulleted and numbered lists

You can create bullet point and numbered lists by clicking either of these options. The first item in the list will appear wherever your cursor is located on the page.

Tables

You can add tables to your documents by clicking this icon and selecting the desired dimensions for rows and columns.

Profile

Click the profile button to access all of the information saved in your Organization Profile. You can search and click on items to insert them at the location of your cursor on the page.


Writing area

The largest section of the editor is the page. This is where you should type, use your AI assistant to draft content, and copy and paste text as needed.


Chat Assistant

You can access your AI chat assistant for this grant by clicking the Assistant button in the upper right corner of the workspace.


In-line AI Tool

You can access the in-line AI tool of your AI tool by highlighting any text on the page.


Grant Details

To view project management properties of the current Grant, click the Details button in the upper right corner of the workspace.

You have the ability update the following from this right-side application tray:

  • Status

  • Priority

  • Due date

  • Target date

  • Lead

  • Members

  • Notes


Sources

To manage the source materials used by AI to generate text, you have multiple Sources buttons that you can click to open and view source material.

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