3. Adding Documents
OneNode gives users the flexibility to add documents from:
- Their own devices, uploading or via drag-and-drop
- Existing files in Pipedrive
- Any web or Cloud storage URL
For adding links, users can use OneNode's panel or the convenient Chrome extension to quickly integrate web-based documents and sales assets.
Adding documents with OneNode
Regardless of where your documents are stored, OneNode provides two convenient ways to add docume...
Add documents from the Deal, Organization, or Person View
How to add documents
From Cloud storage, Pipedrive files, or upload new ones. Here is how you...
Add with a link
Adding a document with a link from the deal, organization or person view is as easy as copy-pasti...
Upload a new file
Uploading a new file with OneNode is the easiest way to store and access your documents anytime. ...
Add from Pipedrive files
Adding documents to Pipedrive files may be easy. Adding them to OneNode offers a whole new docum...
Add documents with Chrome Extension
In a matter of seconds, add cloud files directly from a URL to Pipedrive deals, organizations and...