Getting Started

New admin or user? Find everything you need here to become a Monograph pro!

7 articles in this collection
Written by Giovanni Gomez, Kelsea McCauley, and Kenny Nguyen

Understanding Your Dashboard

Your dashboard, at a glance.

Written by Kelsea McCauley
Updated over a week ago

For Admins & Owners

Getting Started Guide for Admins

How to implement and manage Monograph at your firm

Written by Giovanni Gomez
Updated over a week ago

Pre-Implementation Guide for Admins

A checklist and guide on the necessary action items to set you up for success

Written by Kenny Nguyen
Updated over a week ago

Issues Receiving Monograph Invitation

"Someone on my team is not receiving their invitation to join our company's Monograph account.. why?"

Written by Kelsea McCauley
Updated over a week ago

For End Users

Getting Started Guide for End-Users

Everything you need to know to get started on Monograph

Written by Kenny Nguyen
Updated over a week ago

Entering Past Project & Client Data

How to enter past project information into Monograph

Use this best practice guide to transfer in older data from past or in-progress projects

Written by Giovanni Gomez
Updated over a week ago

Using the Client Directory

See all of your client details in one place.

Written by Kelsea McCauley
Updated over a week ago