All parts

Assets: what you create and upload

Files, documents, pages, decks, tables and videos, with one copy of each.

Assets: files, documents and pages
About this part
  • Files and documentsUploads, and everything you write.
  • Pages and decksWebsite pages and presentations.
  • Tables and boardsData and planning surfaces.
  • VideosWhat you record or produce.
  • Monocle DriveWhere it is all stored and organized.
  1. Write and buildWrite documents, build tables and make decks in Monocle Office, saved to Drive.
  2. UploadUpload files to Drive; only people with permission can open them.
  3. Go backReopen an earlier version of a document from its history.
  • FindAsk Monocle AI to find a document by what it says.
  • SummarizeHave it summarize a long document.
  • DraftHave it start a first draft for you to edit.

How Assets connects to the other five parts

Each item lives in one part and links to the others, so it is kept once and right everywhere.

  • AssetsRecords

    A contract on a company

    Link a document or a Drive file to the contact or company it concerns.

    Open Records

  • AssetsWork

    The brief on the task

    Link a document or a Drive file to the task, project, job or deal it belongs to.

    Open Work

  • AssetsComms

    Files on the email

    Files attached to an email stay with it, and an email can carry a PDF summary of a record.

    Open Comms

  • AssetsMoney

    Paperwork for the sale

    An invoice or a quote can be turned into a PDF to attach to an email.

    Open Money

  • AssetsTools

    Office saves to Drive

    Write, Tables and Presents in Monocle Office save into Drive, where each one is an Asset.

    Open Tools

Kept accountable, honest, secure and private

How the four principles apply to Assets.

  • Accountability

    Documents and Office files keep who created them and who edited them last.

    Read the principle

  • Integrity

    History is saved before every edit, and restoring an earlier version saves the present first.

    Read the principle

  • Security

    Files you upload can be read only by people with permission.

    Read the principle

  • Privacy

    New contracts start private, and you can share one item at view, comment or edit.

    Read the principle

Comms keep it attached

Files stay with the message

Files attached to an email stay with that email, and a record can travel as a PDF summary.

Monocle AI, with you in the loop

Monocle AI can draft and edit Drive documents, and each create or edit waits for you to confirm it.

Human in the loop AI

Run your business from one workplace

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