Adding documents

No matter where your documents are stored, you can easily add them to deals, organizations or persons in Pipedrive.

There are two ways of doing this:

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

• • Link to Cloud storage

• • Upload a new file

• • From Pipedrive Files

     

    

2. Using OneNode's Chrome Extension.

• • Direct link from a specific website or URL

Documents stored in the cloud, pipedrive or the web

1. Initial Settings

If you are Not a Pipedrive Admin, the settings button 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 "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.

3. Click on "Fields"

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

4. Switch to the Deal view

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

5. Click "Add document"

Click on the "Add document" field

6. Click "Add from Pipedrive files"

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

7. Complete the empty fields

and easily complete the details. Don't forget to click save.

8. Voila!

There you go! The document has been added!

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

Another way to add files is by Uploading them directly

10. Complete the fields

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

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 or web location.

12. Option 3. Copy and Paste the URL

Simply copy and paste the URL or web location of the document

13. Complete the details

and fill in the rest of the details

14. The document has been added!

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

15. Locate the document

From now on, use OneNode's Browse and Search tool to find this document anytime. Enjoy adding documents seamlessly to Pipedrive with OneNode.

And this is not all! Add documents even easier and faster with One Node's Chrome extension. Watch the next video to learn how.