Skip to main content

How to add documents

From Cloud storage, Pipedrive files, or upload new ones.



Here is how you can easily add documents to Pipedrive using OneNode, no matter if they are stored in the cloud or at a particular web link.

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


Initial Settings

2. Click "Document Types"

Say your organization has different price lists, for example: standard or discounted;discounted; for partners and direct customers;customers; or, in different currencies,currencies, or in different languages.languages. So Price Lists are classified by category.


Click 'Document Types'

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


Click on 'Fields'

4. Switch to the Deal view

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


Switch to the Deal view

5. Click "Add document"

Click on the "Add document"document" field


Click 'Add document'

6. Click "Add from Pipedrive files"

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


Click 'Add from Pipedrive files'

7. Complete the empty fields

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


Complete the empty fields

8. Voila!

There you go! The document has been added!


Voila!

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

Another way to add files is by Uploading them directly


Option 2. Click 'Upload a new file'

10. Complete the fields

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


Complete the fields

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.location.


Option 3.

12. Option 3. Copy and Paste the URL

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


Option 3. Copy and Paste the URL

13. Complete the details

and fill in the rest of the details


Complete 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


The document has been added!

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.


Locate the document

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


Back to top