Monograph

Frequently asked questions about your Monograph account

General Account FAQs

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

Getting Started

How to implement and manage Monograph at your firm

Getting Started on Your Own for Admins

An overview of your recent projects and tasks, plus valuable business insights.

Monograph Dashboard

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

Issues Receiving Monograph Invitation

For Admins & Owners

Everything you need to know to get started on Monograph

Getting Started on Your Own for End-Users

For End Users

See all of your client details in one place.

Using the Client Directory

Storing your Consultants' contact information within Monograph

Using the Consultants Directory

Entering Client and Consultant Information

Learn how historical data provides context for active projects, with clear expectations on its purpose and use in Monograph

Suggested Practice and Purpose for Entering Historical Information

Entering Historical Information

Complete these deliverable items to advance to the next stage of your Monograph onboarding

Foundation Guide | Monograph Onboarding

Complete these required action items to advance to the next stage of your Monograph onboarding

Projects Guide | Monograph Onboarding

An overview of the onboarding experience for new Monograph customers.

Your Monograph Onboarding

Learning resources and guides to support your Monograph Onboarding

Monograph Onboarding

Monograph.com

Learning Video Playlist

Find answers and get help from Intercom Support and Community Experts

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