Creating Document types

"Price List" Document type example

This video shows how to create Document types in OneNode for Pipedrive

1. Build your document structure

Think of an organization where Invoices, Contracts, and Price Lists are the three most commonly used type of documents. Sales teams want to be able to find these easily, for example by due date, type of contract, deal owner, and other search criteria

2. Open One Node

Let's go ahead and create a Price List document type in One Node as an example.

3. Settings

Open the Settings menu

4. Click "Document types" select "Add new type"

and select the "Document types" tab from the menu. Then click on the "Add new type" button.

5. Click "Custom"

Choose the "Custom" option from the dropdown. Make sure you go back and check out the Templates if you would like some inspiration!

6. Type "Price List"

Let's continue and Type "Price List" in the given field

7. Toggle "on" for pipedrive entities

Toggle the switch to the "on" position to allow the document for those entities.

8. toggle for Deals

We will allow this document type for Deals

9. Toggle for Organizations

10. Define visibility settings

Now select the user groups that you would like to allow to view this document type.

11. Click "All users"

We'll choose "All users" for this example but you may create user groups for different visibility of documents

12. Click "Add new Field"

Lastly, click on the "Add new field" button to reveal the Field types.

13. Click "Price List Category"

Select the "Price List Category" option. Make sure you watch the previous video where we created this Field, of the "Select" type.

14. Toggle "on" to set as Required

You can set this field as required, just toggle the option

15. Click "Save changes"

...and, don't forget to save the changes.

16. Click "Price List"

Enjoy setting up more document types and managing the most commonly used documents in your organization, in one single place.