Add from Pipedrive files
Adding documents to Pipedrive files may be easy.
Adding them to OneNode offers a whole new document management experience.
OneNode allows users to quickly locate any document linked to a deal or contact, using a variety of search options such as owner, date, or custom fields.
If you're accustomed to uploading files via Pipedrive, no problem! You can easily add them to OneNode, ensuring you can always find them when needed. However, you can save time and directly upload files using OneNode. These files will function just like Pipedrive files—accessible in the History thread of each deal. With OneNode, however, you'll also have the added benefits of reviewing and editing file details, viewing file history, and searching and browsing through your own or your company’s folders.
In summary, if you're already using Pipedrive files and want enhanced access with powerful search and browse tools, add them your existing files to OneNode. If you'd like to skip the Pipedrive file upload step, simply upload directly to OneNode.
Add Pipedrive files to OneNode
If you’ve ever found it tricky to keep track of Pipedrive files, OneNode is the perfect solution.
1. Locate the file
Simply add your files from any location in Pipedrive just once
2. A sample .pdf file
3. Click on Add Document, select Add from Pipedrive
Start by locating the Pipedrive file. On the OneNode panel on the left, click on "Add Document" and select "Add from Pipedrive files"
4. Open the "File" dropdown
Click on the dropdown arrow on the "File" field and all Pipedrive documents linked to this record will display.
5. Choose the type of document
After selecting the file, the title will be filled in automatically. Choose the Type of document from the dropdown
6. Fill "Project Plan" in the type field
In this example, we are working with a Project Plan. Let's go ahead and complete the Document type.
7. Choose the "Project type"
Even though it's not a required field, let's mark it as a Consulting type of Project for better management
8. Click "Save"
Lastly, don't forget to save the changes!
9. Search the document
That's it! The OneNode panel in deals, persons, or organizations will show all linked documents. From now on, finding this document will be as easy as 1-2-3!
The best part? No files were duplicated or stored elsewhere. Using metadata, OneNode allows you to add and search Pipedrive files effortlessly, keeping everything in one single place! Check out how to add files from another source than Pipedrive files right here.