📖Resource Selection

The Resources tab in Ensis for Word allows you to tailor content generation and revisions using relevant past experience. By selecting specific Resources, you can ensure AI-generated responses align with your organization’s past proposals and knowledge base.

Step 1 - Open the "Resources" tab

In Microsoft Word, open the Ensis Add-in side pane. Click the Resources tab.

Step 2 - Apply filters to find relevant Resources

Use the available filters to narrow your Resource selection:

• By Proposal – Aligns Resources with selections made in the Ensis web app.

• By Resource Type – Choose from categories like won proposals, lost proposals, or other relevant document types.

• By Tags – Filter by custom tags assigned to stored Resources.

After selecting your filters, click See Results to view matching Resources.

Step 3 - Select Resources

Browse the filtered list and select the Resources you want to use for content generation or revision. Expand a Resource to see details such as its tags.

Step 4 - Clear filters (optional)

If you want to reset your selections, click Clear Filters to remove all applied filters.

Step 5 - Proceed to "Generate" or "Revise"

Once you’ve selected the relevant Resources, navigate to the Generate or Revise tabs to author your proposal with tailored AI assistance.

By using the Resources tab, you can guide Ensis’s AI to incorporate the most relevant past experience, improving the accuracy and relevance of generated content.