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
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. SwitchGo to the Dealdeal, organization or person detail view
Let's go ahead and add a Price List. From the deal viewview,, you can access OneNode directly on the left panelpanel. It works the same at the Organization or Person detail views.
5.2. Click "Add document"
Click on the "Add document" field
6.3. ClickOption "1. Add from Pipedrive files"files
and easily complete the details. Don't forget to click save. There you go! The document has been added! Another way to add files is by Uploading them directly from your device But there's more! Simply copy and paste the URL or web location of the document and fill in the rest of the details Here we go! you've now added a document that you and other users can access easily From now on, use OneNode's Browse and Search tool to find this document anytime. Enjoy adding documents seamlessly to Pipedrive with OneNode.files
files"7.4. Complete the empty fields8.5. Voila!9.6. Option 2. Click "Upload a newfile file"from your device10.7. Complete the fieldsjust letLet OneNode guide you to choose the file and complete the document detailsdetails. and makeMake sure you save the changes.11.8. Drag&Drop9. Option 3. Add a Link
TheAn easiesteasy way to add a document from your Cloud storage or any other SaaS is by adding a URL or web locationlocation..12.10. Option 3. Copy and Paste the URL13.11. Complete the details14.12. The document has been added!15.13. Locate the documentAnd this is not all! Add documents even easier and faster with One Node's Chrome extension. Coming soon! Watch the video to learn how.