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Add with a link

Adding a document link from the deal, organization or person view is as easy as copy-paste.

Check out this video with a step-by-step 



This video demonstrates how to add a Floor Plan document type, including a link to drawings stored in a collaborative diagram application called Lucid.

1. Introduction

By the end, you’ll see that regardless of where the document or drawing is stored, you can effortlessly link its web location to Pipedrive using OneNode.


Introduction

2. Select the deal

First select the Deal you want to link the Floor Plans to. If you need to, you may also link it to Organizations or Persons in Pipedrive.


Select the deal

3. Click "Add document"

Look for the OneNode panel on the left and Click on the "Add document" button.
Click 'Add document'

4. Select "Add with a Link"

From the three options,Choose the first one. "Add with a link".
Select 'Add with a Link'

5. Complete the fields

A new window displaying the document properties will appear. The first field, URL, requires that you insert the link
Complete the fields
So go to the browser tab or web app where the Floor Plan document is stored and simply copy the link
Copy the link
Return to Pipedrive and paste it in the URL field
Paste the Link

8. Type a Title

Continue below with the Title field
Type a Title

9. Fill "Office Layout - Main Street"

Type a file name. This is an Office Layout in Main Street
Fill 'Office Layout - Main Street'

10. Modify the Owner

If necessary, adjust the document owner
Modify the Owner

11. Choose the Document Type

And lastly, click on the Document Type and select the "Floor Plan" option.
Choose the Document Type

12. Complete the fields

Oh! but not so fast! OneNode's admin has created additional fields for the Floor Plan Type of document.
Complete the fields

13. Select the Property Manager

First select the Property Manager from the list of users
Select the Property Manager

14. Keep the toggle switched on

Next, leave the New construction checkbox switched on, unless that's not the case
Keep the toggle switched on

15. Choose the "Property Type"

In the Property type, choose Commercial, since this is an office floor plan
Choose the 'Property Type'

16. Complete "Listing offered on"

Then choose the date in which the floor plan was shared with the deal contact
Complete 'Listing offered on'

17. Fill the "Price"

Lastly, enter the price
Fill the 'Price'

18. Click "Save"

And Click on "Save".
Click 'Save'

19. The document has been added!

There you have it— This Floor Plan is now linked to the Deal.
The document has been added!

20. Click on the Eye Icon

Review the document details at anytime by clicking on the eye icon on the right
Click on the Eye Icon

21. Edit

To edit the details click on the Pen icon, make the changes, and click Save.
Edit

22. Track document changes

You can also track any changes with the History tab
Track document changes

23. Locate the document

And here's when you can really say bye to the document treasure hunt! Use the Search tool to access the document from any location within Pipedrive!
Locate the document
Adding documents with a Link is as easy as copy- pasting. And, guess what?!—it gets even easier! Watch OneNode's Chrome Extension video to find out how.
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