Videos

Knowlege Base

1. Getting Started

1. • Getting Started

2. OneNode Set up

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

3. Adding Documents

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

4. Search

• Searching for Documents
• Creating Search filtersFilters
• EditingCustomizing Search view columnsColumns

5. Browse

• Creating Dynamic Folders
• Editing Folders
• Managing Folders
• Deleting Folders

Use Cases

• Tech consultancy and service provider -Contract management
• Real Estate -Floor Plans management
• Media and Advertising Agency -Price Lists management
• Real Estate -Floor Plans management