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 options:

• • Link to Cloud storage

• • Upload a new file

• • From Pipedrive Files

     

    

Watch this video with the three options when adding documents from the Deal, organization or person view.

Method 2.

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.