What are Document Fields?

As ~~seen~~covered in the Quick Set up and Creating Document types sections, you can create Document Types by defining at least one Field.

Think of Fields as the properties or search criteria that sales teams commonly use to locate documents.

Field types

Field types help organize documents by specific attributes, helping maintain organization across your documents.

Here are some examples:

For contracts, “Expiry Date” (Date type field) can help track contracts nearing their end date, or "Signed"(Checkbox type field) can help sort signed and unsigned contracts.
For invoices, you might use “Value over” (Number type) to filter issued invoices over certain Value.
For project plans, a "Project Description" field (LongText type field) could help users find specific plans.
If you classify price lists by language or currency, a "Select" type field could be useful to filter documents based on these categories

Explore other field types directly in OneNode and find useful creative ways to classify your documents!

Creating Fields -"Select" type

This video will walk you through creating a "Select" field type in OneNode for Pipedrive.

1. Cloud storage documents

Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used type of documents stored in the Cloud. These are called Document types in One Node. Now let's assume the company has two types of Price Lists: Standard and Discounted. This is really important! You always need to create fields before you can create document types.

2. Open One Node

Let's go ahead and create a field called "category" to distinguish Standard from Discounted price lists.

3. Click on: "Settings"

When the OneNode panel opens, Click on the Settings button

4. Click on the tab: "Fields"

From the Settings panel, click on the "Fields" tab.

5. Click "Add new field"

Let's call the new field "Price List Category". Proceed to create it by clicking on the "Add new field" button.

6. Type the Field Label

Type the label in the "Field label"box. We will name this field "Price List Category"

7. Choose the Field Type: "Select"

Since we have two categories to select from: Standard and Discounted, choose the field type "Select" from the dropdown by clicking on the arrow. Watch the Field Types video to learn about other types of fields.

8. Add Options to Select from

This will open up the Options below, where you can add multiple categories of prices by Clicking on the "Add new option" button and typing the categories.

9. Field type created

That's it! You have created a Field for the Price List Document Type which will allow you to distinguish Standard and Discounted price lists. Think of price lists in different currencies, languages, tailored to partners or for direct customers.

Enjoy setting up more custom fields!! Watch the next video to learn about other types of fields. With One Node, start managing your most commonly used documents in your organization, in one single place.