Your home screen is the hub of your Grantable account where you can manage and access all major features.
Organization and workspace settings
In the top left part of your home screen, you'll see your organization name as a clickable dropdown menu.
Click open this dropdown menu to manage all your account settings including general profile information, billing, changing plans, managing teammates, switching between different organization accounts and logging out.
🆕 Applications
On the left side menu you'll see the Applications option which is a place to initiate and organize all the current grant applications you're working on.
Tip: Applications are special type of document in Grantable because you can associate source documents to them, which enables the AI assistant to by tailored to each application you are working on.
Content
Also on the left side menu you'll see the Content option, which will take you to where all of your folders and files can be accessed.
Working Documents (Legacy workspace)
Working documents are a place for you to continue working with our legacy document editor. These are files that are completely editable and have our legacy AI assistant and content palette features.
Source Material
Source material are locked documents that are not editable and only used as reference material for the AI assistant. These are used in tandem with our new Applications workspace to provide a more intuitive way to manage source material for your AI assistant.
Upload
In the upper right corner you'll find an Upload Source Material button. Use this feature to add .docx and .pdf files to your account as source material and for new Applications you wish to work on in Grantable.
New
In the upper right corner, you'll see a New button with options to create a new file or folder. A new file will create a blank document and a new folder will create a new empty folder.
Organization Profile
Lastly, on the left side menu you can access the Organization Profile section, which is where you can store and reference frequently needed information for quick reference in Working Documents (legacy workspace) you're working on.
Add Field
To add information to your organization profile, click the Add Field button in the upper right corner of the screen.
This will reveal a drawer where you can provide a name and value of the new piece of information you wish to add.
Writes
In the lower left side of the screen, Free and Starter plan users will see the number of AI writes they have remaining in the billing cycle and also an option to upgrade if more capacity is needed.