Painters need lots of colors ready at hand, and grant professionals need their content. That's why we've created Content Palettes, a feature unique to Grantable and designed specifically for grant-seeking. Read on to learn how to use them effectively.
💡 Key concept: Content palettes are like recipes or baskets of ingredients you create from your writing samples to give to your AI assistant. You can make any kind of palette depending on the situation, which helps your AI to focus its outputs to your needs.
Creating a palette
In the editor, locate the palette drawer at the bottom of the screen.
Click the + button to create a new blank palette.
Note: You must have uploaded at least one piece of content in order to create a content palette and to use Grantable's AI features. Click here to learn how to upload content.
Selecting source material
By default, all of the content in your Grantable account will be displayed. You may add any file to the palette using the square + button on the right side of a file row.
Selected palette sources will display with a yellow symbol indicating the entire file has been added to the palette as source material.
The selector button will also change to a - symbol, which can be clicked to remove the source.
The selected source will also appear as a pill at the bottom of the drawer along with all the other sources included in this palette.
Tip: While it is generally fine to select an entire file as source material, the indicator displays as yellow to help encourage you to make selections within the file to further improve AI outputs. The more specific your source material, the better the results.
To further refine the source, which can improve the outputs of the AI assistant, click the file row or the pill at the bottom of the drawer to view the source.
Once you're viewing the contents of the source, highlight specific selections you wish to include in the palette and press Control + C (PC) or Command + C (Mac) as you would to copy the selection, which will add it as a source.
You may add as many selections as you like per source.
Tip: Text selections added to a palette will change the badge color to green, indicating it as a high quality source. The number within the badge indicates how many selections have been made within a file.
Removing text selections
To remove selections within a file, click open the file as above.
In the right side menu, locate the pill for the selection you wish to remove and click the X icon next to the pill.
Searching for source material
To help you locate sources to add to a palette, use the search bar and filters to help narrow down results.
The search feature will search within the specified filter settings. For example, if a specific tag filter is on, the search will only show matches within the chosen tag.
Clicking into the file will allow you to scroll through all the highlighted matches within a file.
Managing palettes
Click on the three vertical dots on each palette tab to reveal a menu of options.
Edit palette name
Use the Edit palette name option to give palettes a descriptive name so you know which mix of resources your AI assistant is utilizing.
Load palette
Use the Load palette option to search for palettes from other documents you can import to the current document.
Duplicate palette
Use the Duplicate palette option to make a copy of the current palette. For example, it could be useful to create a palette with broad and general information, and then to duplicate it and refine those selections to create a more specific palette.
Remove palette
Use the Remove palette option to delete it from the current document.
Note: A palette is permanently deleted when it is no longer attached to any documents.
Switching between palettes
When using multiple palettes in a single document, the active palette is indicated by the tab that is depicted in the foreground.
Your AI assistant will only use information within the active palette to generate outputs.
Tip: Create and use multiple palettes to smoothly guide your AI assistant to use both general and specific information to draft outputs as needed.
