Monograph

Features included with the data bundle add-on

Data Bundle Add-on

Review your account settings and prepare for the features now available with Grow

Preparing Your Account After Upgrading to Grow

FAQ about changing your plan or payment details

Managing Your Subscription

Additional information on making changes to your Subscription

Making Changes to Your Plan

Frequently asked questions about Monograph Subscriptions

Subscription FAQs

Features on Track vs. Grow Plans

Secure your Monograph account with an added layer of security

Setting up Two-factor Authentication (2FA)

Select the best plan for your firm's needs

Track vs. Grow Plans

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Learn how to view previous and upcoming subscription payments in Monograph and view/change your credit card on file.

How to view Subscription payment details

Subscription Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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