Help guide Video Directory

A list and reference to all the videos contained in OneNode's Help Guide

Knowlege Base

1. Getting Started

1. • Getting Started

2. OneNode Set up

• Subscription Management
  
• Adding users
• Creating user groups
• Creating Document Types "Price List" example
• Creating Document Types "Proposals" example
• Creating Fields

3. Adding Documents

• Adding Documents
• Add with a Link
• Upload a new File
• Add from Pipedrive Files
• Add with Chrome Extension- coming soon!
• Delete documents -form the detail view
• Delete documents -from OneNode's main panel

4. Browse

• Creating Dynamic Folders
• Folder Browsing
  
• Managing Folders
• Deleting Folders

5. Search

• Searching for Documents
• Creating Search Filters
• Customizing Columns

Use Cases

• Tech consultancy and service provider -Contract management
• Media and Advertising Agency -Price Lists management
• Real Estate -Floor Plans management. Setup 5 field types
• Real Estate -Floor Plans. Add with a Link