Adding documents with OneNode

Regardless of where your documents are stored, OneNode provides two convenient ways to add documents:

Method 1.

Using OneNode's panel at the Deal, organization, or person view.

From within the Deal, Organization, or Person view in Pipedrive, you can add documents directly through the OneNode panel. Choose from these three file source options:

• • Cloud storage or web- Add with a link

• • Upload a new file

• • Add from Pipedrive Files

     

    

Learn more about this Method and file source options in the next section. 

Method 2.

COMING SOON! Stay tuned for this upcoming feature

Using OneNode's Chrome Extension.

• • Link directly from a website or URL

Use the OneNode Chrome Extension to quickly add documents from any website or URL, making it simple to save files while working across different platforms.