Help Center
Find answers for all BAM Apps on monday.com.
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Group Card
Getting Started
Cards
Creating a card
A step-by-step walkthrough of the Group Card creation wizard — occasion, template, recipient, delivery date, and opening effect.
Inviting contributors
Invite teammates from your monday.com workspace to sign a Group Card, and send nudge reminders to anyone who hasn't signed yet.
Signing a card
How to write your message — text, fonts, colours, GIFs, and the live preview — when you're invited to sign a Group Card.
The organizer dashboard
A tour of the three-tab card detail view — Signers, Preview, and Settings — and what you can do from each.
Delivery and the recipient experience
How scheduled and manual delivery works, and what the recipient sees when their card arrives.
GIF and emoji library
How contributors add a GIF or emoji to a card message — the built-in Giphy picker, the quick-insert emoji bar, and what custom-image options exist today.
Templates
Card templates overview
How Group Card's 100+ templates are organised by occasion, where to find them (Templates tab and creation wizard), and how to pick the right one.
Browsing the Templates library
Use the standalone Templates tab to browse the stock library, filter by occasion, and start a card from a template you like.
Settings
Easy Invoice
Getting Started
Getting Started
Install Easy Invoice, set up the workspace template, and publish your first invoice.
Creating an invoice
Step-by-step walkthrough of creating a new invoice in Easy Invoice — picking a customer, adding line items, configuring tax, and publishing.
Creating a quote
How to create, send, and track quotes in Easy Invoice — and turn them into invoices when approved.
Setup
Setting up your Customers board
How the Customers board powers BILL TO autocomplete, and what fields Easy Invoice reads when you pick a customer.
Setting up your product catalog
How the Items board powers line-item autocomplete on invoices and quotes, and what fields auto-fill when you pick a product.
Workflows
Converting a quote to an invoice
When a customer approves a quote, convert it to a draft invoice in one click — customer details, line items, rates, and tax all carry over.
Sharing an invoice with a public link
Publish an invoice as a public URL your client can open without a monday.com account, view the document, and download the PDF.
Features
PDF generation and branding
How Easy Invoice generates PDFs client-side, and how to customise your company branding (logo, name, tax label, document titles) so every PDF looks like yours.
Invoicing on your phone
Easy Invoice runs inside the monday.com mobile app — create quotes and invoices, preview them, and share a public link from your phone.
Google Easy Embed
Getting Started
Getting Started
Add Google Easy Embed to your monday.com board, connect Google, and embed your first file.
Connect to Google
Authorize Google Easy Embed to access files from your Google Drive.
Select a File to Embed
Use the Google file picker to choose a Doc, Sheet, Slide, or Form to embed.
Features
Toolbar Overview
A tour of the toolbar at the top of the embedded view — file options, access mode, display mode, support, and Google account.
Access Modes
Choose what your team can do with an embedded file — view, comment, edit, or restrict access entirely.
Display Modes
Control how much of the Google interface is visible in the embedded view.
File Options
Change or remove the embedded file from the current view.