Adding documents
Price List use case
1. Go to the OneNode panel
From the OneNode panel
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2. Click "Settings"
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3. Click "Document Types"
Say your organization has different price lists, for example: standard or discounted; for partners and direct customers; or, in different currencies, or in different languages. So Price Lists are classified by category.
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4. Click on "Fields"
So your Pipedrive admin has created a Document field Type called: "Price List Category" to distinguish Standard and Discounted Price List Documents
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5. Close One Node Panel and switch to the Deal View
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6. Click "Add document"
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7. Click "Add from Pipedrive files"
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8. Go over the empty fields
And easily complete the details
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9. Voila!
There you go! The document has been added!
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10. Option 2.
Another way to add files is by Uploading them directly
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11. Complete the fields
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12. Option 3.
But there's more! The easiest way to add a document from your Cloud storage or any other SaaS is by adding a URL.
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13. Copy and Paste the URL
Simply copy and paste the URL
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14. Complete the details
and fill in the rest of the details
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15. The document has been added!
Here we go! you've now added a document that you and other users can access easily
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16. Open One Node Panel
From now one, use OneNode's Browse and Search tool to find this document anytime.
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