Consultant Collaboration
Collaborate with and handle consultant billing
12 articles
Monograph Subscribers
These articles are intended for Monograph users with paid accounts who are inviting consultants to collaborate.
- Inviting Consultants to MonographHow to invite consultants to collaborate on projects.
- Requesting Consultant BillsConsultants can now upload their bills without being required to create a Monograph account first.
- Consultant Bill RemindersSend reminders for consultants to upload their bill for review.
- Reviewing & Paying Consultant BillsReview bills from your consultants on collaborative projects.
- Monograph Customer to Customer CollaborationTips for establishing a single source of truth when collaborating with another Monograph customer.
Consultant Accounts
These articles are intended for Monograph users with Consultant accounts who have been invited by firms to collaborate.
- Creating a Free Consultant AccountHow to accept your invitation to collaborate in Monograph and create a free Consultant account.
- Collaborative Consultants: Inviting Your Team to MonographAdd team members to collaborate on shared projects
- Consultant Views in Collaborative ProjectsHow to view collaborative projects and modify information as a consultant.
- Collaborative Project NotificationsHow to manage project notifications for collaborative projects.
- Collaborative Milestones & DeliverablesHow to stay on track with milestones and deliverables
- Invoicing Firms for Collaborative ProjectsCreate invoices to bill firms for your company's work.
- Collaborative Consultants: How to Sign Up for Stripe PaymentsHow to sign up for Stripe in Monograph as a collaborative consultant