Solisana's monday.com Apps Documentation

• 1: TextTools
• 1.1: Find and Replace
• 1.2: Lorem Ipsum Generator
• 1.3: Transform
• 1.4: Word Count
• 1.5:
• 1.6: TextTools
• 1.7: TextTools Demo Video
• 2: Docs In Board View
• 2.1: How To
• 2.2:
• 2.3: Docs in Board View
• 3: Request a Feature
• 4: Report a Bug

1 - TextTools

TextTools is a collection of tools that allows you to transform and analyze text in your monday.com Workdocs.

It automates repetitive manual tasks to save you more of your precious time!

When you purchase TextTools , you get access to all its features:

• Transform text into different formats, such as superscript or AP-style titlecase
• Do word, sentence, character, and page counts
• Generate Lorem Ipsum text
• Find and replace text

Installation

Install the app with this button:

Or you can install the app through the monday.com Marketplace.

The app will be immediately accessible in Workdocs.

Setup

Once you install the app through the marketplace, the app will be immediately available in your Workdocs. No additional setup or configuration is required.

Pricing

Try it out free!

We offer a two week all access free trial so you can see how this app fits with your workflow.

Like this app?

Sign up for an annual plan and get 2 months free! You save at least 17%.

Support

Have a question about how to use TextTools ?

Please contact us at support@solisana.com and we’ll get back to you within 48 business hours.

We’d also love to know if you’ve thought of an improvement or found a bug.

1.1 - Find and Replace

Quick Reference

TextTools - Find and Replace will find text in a Workdoc and replace it with different text.

Case matching is supported.

To use it on selected text in a Workdoc:

1. Highlight text.

2. Click the puzzle piece icon.

3. Select TextTools - Find and Replace.

4. Enter text to “find”.

5. Enter text to “replace”.

6. Optional: Check “Match case”

7. Click “Find and Replace” and wait for the operation to complete.

8. Done!

To use it on the entire Workdoc:

1. Type /texttools on a new, blank block.

2. Select TextTools - Find and Replace.

3. Enter text to “find”.

4. Enter text to “replace”.

5. Optional: Check “Match case”

6. Click “Find and Replace” and wait for the operation to complete.

7. Done!

What It Does

The TextTools - Find and Replace tool finds text that you specify and replaces it with new text.

When a find and replace operation finishes, the tool will show a count of replacements that were completed.

Where it works

The TextTools - Find and Replace tool works on highlighted text or full Workdoc documents.

Case matching

TextTools - Find and Replace can match the case of text:

If “Match case” is checked, red will only match red If “Match case” is unchecked, red will match red, RED, REd, Red, rED, or reD

See the below screenshots:

How To Access It

How To Use It

1. Access TextTools - Find and Replace through one of the methods above.
2. Enter text to “Find”.
3. Enter text to “Replace”.
4. Optional: Check “Match case” if you want case matching.
5. Click “Find and Replace” and wait for the operation to complete.
6. The number of replacements completed will be displayed.

1.2 - Lorem Ipsum Generator

Quick Reference

TextTools - Lorem Ipsum will generate lorem ipsum text and add it after the current block in a Workdoc.

You can specify a number of paragraphs, sentences, or words.

To use it on the entire Workdoc:

1. Type /texttools on a new, blank block.

2. Select TextTools - Lorem Ipsum.

3. Select paragraphs, sentences, or words.

4. Select the number of them you want.

5. Click generate.

6. Done!

What It Does

The TextTools - Lorem Ipsum generator adds placeholder paragraphs, sentences and words to your Workdoc.

Features

The TextTools - Lorem Ipsum generator will add text in regular blocks or columns layouts.

New text will be inserted in new blocks below the block you are currently on.

You can:

• Create paragraphs, sentences or text.
• Choose how many units you want (i.e. “3 paragraphs”).

How To Access It

How To Use It

1. Access it with one of the above methods.
2. Select Unit.
3. Select How Many units you want.
4. Click Generate.
5. Text will be generated below the current block.

Examples

This app will add:

1 or more paragraphs:

Faucibus pulvinar elementum integer enim neque volutpat ac tincidunt. Pellentesque elit eget gravida cum sociis natoque penatibus et magnis. Dignissim sodales ut eu sem integer vitae justo eget magna.

1 or more sentences:

Euismod quis viverra nibh cras pulvinar mattis nunc sed blandit.

1 or more words without punctuation or capitalization:

quis nostrud exercitation

1.3 - Transform

Quick Reference

TextTools - Transform will take selected text and perform the following operations.

• Titlecase
• Capitalize
• Sentence case
• Uppercase
• Lowercase
• Slugify
• Subscript
• Superscript
• Snake case
• Camel case

To use it on selected text in a Workdoc:

1. Highlight text.

2. Click the puzzle piece icon.

3. Select TextTools - Transform.

4. Select the transformation you want.

5. Done!

What It Does

The TextTools - Transform tool takes selected text and transforms or reformats it.

You can perform these operations:

The TextTools - Transform tool only transforms highlighted text. It doesn’t transform full Workdocs via command mode (although you could select all the text in a Workdoc to make that happen!).

How To Access It

How To Use It

1. Select the text you want to change and access the app through the puzzle icon (as shown above).

   

2. Find your transformation (you may have to scroll to find it).

   

3. Click the button for the transformation.

4. Your text transformation is complete!

   

1.4 - Word Count

Quick Reference

TextTools - Word Count will count words, sentences, characters, characters without spaces, and pages in a Workdoc.

To use it on selected text in a Workdoc:

1. Highlight text.

2. Click the puzzle piece icon.

3. Select TextTools - Word Count.

4. Done!

To use it on the entire Workdoc:

1. Type /texttools on a new, blank block.

2. Select TextTools - Word Count.

3. Done!

What It Does

The TextTools - Word Count tool counts:

• Words
• Sentences
• Pages
• Characters
• Characters without spaces

TextTools - Word Count will either:

1. Do counts on the entire Workdoc if you activate it through the command `/texttools`
2. Do counts only on text that you select or highlight

Page Counts

Page counts are calculated by taking the word count and dividing by 250. In other words, we consider 250 words to be equal to one page.

Page counts are only shown in whole numbers (like 2, 3, 10) when there is more than one page.

How To Access It

How To Use It

Once you’ve accessed TextTools - Word Count , it will immediately conduct counts on selected text or the entire document, depending on how you accessed it.

1.5 -

1.6 - TextTools

Welcome to the TextTools monday.com app!

TextTools is a collection of tools that allows you to transform and analyze text in your monday.com Workdocs.

TextTools helps you automate repetitive tasks:

• Transform - Transform text into different formats, such as superscript or AP-style titlecase
• Word Count - Do word, sentence, character, and page counts
• Lorem Ipsum - Generate Lorem Ipsum text
• Find and Replace - Find and replace text

Installation

Install the app through the monday.com Marketplace. No additional setup is required.

You can also request a feature or report a bug.

Features

1.7 - TextTools Demo Video

Video Demo

2 - Docs In Board View

Say goodbye to “Where was that document again? 🤔” questions!

Are your Workdocs scattered in your sidebar 🌪 when your team needs to see them?

Not anymore🎉!

With Docs in Board View, board owners can embed any Workdoc directly into board views.

Keep your docs right where the work happens:

• ✅ Add training materials for new team members
• ✅ Document team workflows and processes
• ✅ Add FAQ sections for common questions
• ✅ Add board descriptions that everyone can actually find
• ✅ Include reporting dashboards explanations
• ✅ Share task completion guidelines
• ✅ Keep SOPs in plain view
• ✅ Store department policies and procedures
• ✅ Include project kickoff guides
• ✅ Keep compliance requirements visible

It’s easy to use:

1. 1️⃣ Add a new Docs in Board View to a board you own
2. 2️⃣ Choose any Workdoc you want to display
3. 3️⃣ That's it! Your documentation is now perfectly integrated to your board

Features that help you help your team:

📄📄📄 Show multiple docs per board

Guidelines, Training, and FAQ on one board? No problem! Every one of your boards can have multiple views, each with their own specific Workdoc.

👑 Keep control of your board

Only board owners can add or change Workdoc views, so you’ll always know the right doc is being displayed.

🔒 Doc permissions are respected

Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced. If they can see a doc in the editor, they can see it in the view. If they can’t, they can’t.

🧹 Streamlined viewing

Workdocs are displayed in a clean, read-only mode - no editing controls will clutter the screen!

Ready to put your docs where the work happens?

Install now 👇 and watch your team’s efficiency soar!

❓ We’re here to help! Check out our How-To Guide or drop us a line anytime: support@solisana.com. We love hearing from our users 🥰!

Installation

Install the app with this button:

Or you can install the app through the monday.com Marketplace.

The app will be immediately accessible in your Boards.

Next, check out the How To.

Setup

Once you install the app through the marketplace, the app will be immediately available in your Boards. You can easily add a Workdoc by following these instructions.

Pricing

Try it out free!

We offer a two week all access free trial so you can see how this app fits with your workflow.

Like this app?

Sign up for an annual plan and get 2 months free! You save at least 17%.

Support

Have a question about how to use Docs In Board View ?

Please contact us at support@solisana.com and we’ll get back to you within 48 business hours.

We’d also love to know if you’ve thought of an improvement or found a bug.

2.1 - How To

Quick Reference

Docs in Board View displays a Workdoc in a Board View.

Features

• Get control: Only board owners can add or change Workdocs.
• Show multiple docs: One board can have multiple views, each with their own specific Workdoc.
• Streamlined viewing: Workdocs are displayed in a clean, read-only mode - no editing controls clutter the screen!
• Doc permissions respected: Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced.

You Should Know:

• You must be a board owner to add a Workdoc view.
• If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view. You can link public, private, or shareable Workdocs to a board view. Normal monday.com permissions are respected and the viewer must be invited to the Workdoc if it’s private or shareable.
• Most Workdoc blocks are supported, but not all of them. Some blocks are in development and some are not presently possible with monday constraints. See this list of supported blocks.
• 3rd party apps are not supported.

What It Does

If you’ve adopted monday.com Workdocs for your documentation needs, you’ve probably wished that it was easier to reference those documents from a board.

Sure, you can attach docs to rows in a column, but that’s not really what you’re looking for, is it?

You want to be able to have Guidelines, SOPS, Policies and Procedures, Instructions, and other docs in easy reach of your board so that collaborators can easily reference your most important documents.

And that’s exactly what Docs in Board View does!

Now you can embed Workdocs in their own view so that board doumentation is next to the board.

What if you need to link multiple Workdocs to a board?

You can do that, too!

How To Use It

Docs in Board View is designed to be easy to use - you might figure it out just by using it!

But just in case, here are some instructions:

How To Access It

You must be a board owner to link a Workdoc to a board.

1) First add a new view by clicking the “+” button:

2) Find the “Apps” item in the menu and click it.

3) Find “Docs in Board View” and click it.

4) You’re in!! Go to the next section below (How To Add a Workdoc to a View).

How to Add a Workdoc to a View

Once you’ve accessed Docs in Board View (directions above), you can immediately add a Workdoc. Here’s how:

1) Create the Workdoc that you want to link. Remember the name (or part of it).

2) Click the “Select Workdoc” button.

3) This brings up the settings for this view. Find the search box.

4) Enter at least three letters of the name of a Workdoc.

The search will list matching Workdocs. It’ll also display the Workdoc creator, date, and workspace to help you pick the correct Workdoc.

5) Click one of the Workdocs and it will immediately become visible in the view!

6) As a finishing touch, change the name of the view by clicking the “…” next to the view’s name.

How to Change the Workdoc or Unlink It

You can also delete the view if it isn’t necessary anymore.

1) First click the gear icon in the upper right.

This will bring up information on the view.

2) Click the “Select Document” tab.

This will bring up the panel where you originally configured the view.

3) You have two options:

1. Click the unlink button to unlink the Workdoc.
2. Click in the search box to search for another document.

4) And you’re done! You have changed or unlinked the Workdoc.

Settings and Workdoc Information

You can easily see what Workdoc is linked, change it, or even click directly to the Workdoc editing interface.

Find the two icons in the upper right of a Workdoc view (these icons won’t appear unless you’ve selected a Workdoc).

• The document icon (on the left) will open a new tab to the Workdoc.
• The gear icon (on the right) will open the settings and information panel.

Things You Should Know

To make working with Docs in Board View as smooth as possible, you should know the following things:

Who can link a Workdoc to a board view?

You must be a board owner to link a Workdoc to a board view.

Who can view a linked Workdoc?

If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view.

You can link public, private, or shareable Workdocs that you own.

Normal monday.com permissions are respected:

The viewer must be invited to the Workdoc if it’s private or shareable.

My Workdoc doesn’t show up when I search for it.

Try refreshing the view by clicking to your board. Then click your Workdoc view again.

My Workdoc view has an outdated Workdoc.

Try refreshing the view by clicking to your board. Then click your Workdoc view again.

Supported Workdoc Blocks

Not all Workdoc blocks are currently supported. We’re working on supporting more blocks and requesting changes to the monday.com API to enable more blocks.

3rd party apps are not supported.

Do you need a use case supported? Please let us know! We’d love to hear from you and that’s how we improve our apps!

2.2 -

2.3 - Docs in Board View

Welcome to the Docs in Board View monday.com app!

Docs in Board View lets you add a Workdoc to a board view so that you can have your documentation where the work happens.

Installation

Install the app through the monday.com Marketplace. No additional setup is required.

Quick Reference

Docs in Board View displays a Workdoc in a Board View.

Features

• Get control: Only board owners can add or change Workdocs.
• Show multiple docs: One board can have multiple views, each with their own specific Workdoc.
• Streamlined viewing: Workdocs are displayed in a clean, read-only mode - no editing controls clutter the screen!
• Doc permissions respected: Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced.

You Should Know:

• You must be a board owner to add a Workdoc view.
• If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view. You can link public, private, or shareable Workdocs to a board view. Normal monday.com permissions are respected and the viewer must be invited to the Workdoc if it’s private or shareable.
• Most Workdoc blocks are supported, but not all of them. Some blocks are in development and some are not presently possible with monday constraints. See this list of supported blocks.
• 3rd party apps are not supported.

How To

1) Create a Workdoc, if you haven’t already. Add a “Docs in Board View” to your board.

2) Click the “Select Workdoc” button.

3) Find the search box and type at least 3 letters of your Workdoc’s name.

4) Click the Workdoc you want to add as a view.

5) You can change the Workdoc by clicking the gear icon in the upper right corner.

You can also request a feature or report a bug.

Features

3 - Request a Feature

Can one of our apps help you save time or be easier to use with a new feature?

We’d love to help you out! Please send and email to support@solisana.com with the following information:

• App name (where you want the feature)
• What it would do
• How it would save you time
• A description of what you do and how this fits in your work

More info is always better! It helps us understand your use case and how the feature might be useful to others.

We can’t build all feature requests, but we’ll consider anything that can help a lot of monday.com users. No request is too small!

We’ll get back to you within 48 hours.

4 - Report a Bug

Need to report a bug?

We’d love to hear about it! Please send and email to support@solisana.com with the following information:

• App name
• Feature or function name (what you’re trying to do)
• What you expected to happen
• What actually happened
• The steps you took to make the bug happen
• If possible: screenshots, text snippets, or other info that will help us figure this out

The more information, the better!

Good information helps us reproduce the can bug it so we can fix it.

We’ll get back to you within 48 hours.