Adding documents

PriceAdding List use casedocuments

1. GoInitial to the OneNode panelSettings

FromIf you are Not a Pipedrive Admin, the OneNodesettings panelbutton will not be visible. But here's a brief example of what needs to be done by an Admin so that users can start adding documents

2. Click "Settings"

Go to "Settings" and find out the type of documents that your organization has created

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.

4.3. Click on "Fields"

So

your

Your Pipedrive admin has created a Document field Type called: "Price List Category" to distinguish Standard and Discounted Price List Documents

5.4. Close One Node Panel and switchSwitch to the Deal Viewview

Let's go ahead and add a Price List. From the deal view, you can access OneNode directly on the left panel

6.5. Click "Add document"

When you clickClick on the "Add document" field

7.6. Click "Add from Pipedrive files"

You will see three options. 1) You can add a price list from your Pipedrive files.files

8.7. Go overComplete the empty fields

And

and easily complete the details

details.

Don't

forget to click save.

9.8. Voila!

There you go! The document has been added!

10.9. Option 2. Click "Upload a new file"

Another way to add files is by Uploading them directly

11.10. Complete the fields

just let OneNode guide you to complete the document details.details and make sure you save the changes.

12.11. 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.

URL

or

web location.

13.12. Option 3. Copy and Paste the URL

Simply copy and paste the URL

or

web location of the document

14.13. Complete the details

and fill in the rest of the details

15.14. The document has been added!

Here we go! you've now added a document that you and other users can access easily

16.15. OpenLocate Onethe Node Paneldocument

From now one,on, use OneNode's Browse and Search tool to find this document anytime.

Enjoy adding documents seamlessly to Pipedrive with OneNode.

And we'rethis onlyis gettingnot started!all! Add documents even easier and faster with aOne Node's Chrome extension. Watch the next video to learn how.

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