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:

• • Add a Pipedrive File

     

    

    
    

    • Upload a new file

    

• • Add a link to a Cloud storage document or any URL

Method 2.

Using OneNode's Chrome Extension.

• • Link to Pipedrive directly from Cloud storage or any URL

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