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Adding documents with OneNode

3. Adding Documents

Regardless of where your documents are stored, OneNode provides two convenient ways to add docume...

Updated 3 weeks ago by Beatriz Lopez

Release 2025-09-10

7. Release Notes and Updates 2025

Enhancements Chrome extension Pipeline and Stage indication When searching for a deal with the ...

Updated 1 month ago by Veli-Matti Ratinen

Release 2022-04-22

7. Release Notes and Updates 2025

Enhancements: Previously a document type was not visible in the document type selection list if ...

Updated 1 month ago by Veli-Matti Ratinen

Release 2025-08-07

7. Release Notes and Updates 2025

New features: OneNode Chrome extension is now available! It is a super convenient addition to yo...

Updated 1 month ago by Veli-Matti Ratinen

Release 2025-01-20

7. Release Notes and Updates 2025

New features: Initial release!

Updated 1 month ago by Veli-Matti Ratinen

Smart OneNode file status for Google Drive

3. Adding Documents Add documents with Chrome Extension

Companies using Google Drive get an even better usual help with OneNode. As you browse through y...

Updated 1 month ago by Beatriz Lopez

Add with a link

3. Adding Documents Add documents from the Deal, Organizati...

Adding a document with a link from the deal, organization or person view is as easy as copy-pasti...

Updated 1 month ago by Beatriz Lopez

Add from Pipedrive files

3. Adding Documents Add documents from the Deal, Organizati...

Adding documents to Pipedrive files is easy. Adding them to OneNode offers a whole new document ...

Updated 1 month ago by Beatriz Lopez

Upload a new file

3. Adding Documents Add documents from the Deal, Organizati...

Uploading a new file with OneNode is the easiest way to store and access your documents anytime. ...

Updated 1 month ago by Beatriz Lopez

7. Reactivate your subscription

1. Getting Started Subscription management

OneNode's subscription renews every month. There is no action needed as long as the payment detai...

Updated 1 month ago by Beatriz Lopez

6. Cancel subscription

1. Getting Started Subscription management

If you wish to cancel OneNode's subscription you can do so by following these instructions. Howe...

Updated 1 month ago by Beatriz Lopez

5. Adjusting Seats

1. Getting Started Subscription management

Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the le...

Updated 1 month ago by Beatriz Lopez

4. Invoicing

1. Getting Started Subscription management

Check your Billing history and invoice details by navigating to the Subscription tab and selectin...

Updated 1 month ago by Beatriz Lopez

1. Main subscription settings

1. Getting Started Subscription management

OneNode subscription A company's OneNode first installation is not a subscription.  It is a free...

Updated 1 month ago by Beatriz Lopez

Help guide Video Directory

Video Guides

A list and reference to all the videos contained in OneNode's Help Guide Knowlege Base 1. Getti...

Updated 1 month ago by Beatriz Lopez

Chrome extension Installation

3. Adding Documents Add documents with Chrome Extension

Once you've installed OneNode from Pipedrive's marketplace it takes two seconds to Install OneNod...

Updated 2 months ago by Beatriz Lopez

Adding files with OneNode's Chrome Extension

3. Adding Documents Add documents with Chrome Extension

Add cloud documents in seconds.  This guide demonstrates just how simple it is t...

Updated 2 months ago by Beatriz Lopez

Features and Benefits

0. OneNode Overview

Before OneNode, Pipedrive users needed to setup two-way integrations or implement complex documen...

Updated 2 months ago by Beatriz Lopez

Create user groups

2. One Node Set up User Management

Define document visibility This guide will walk you through the proc...

Updated 5 months ago by Beatriz Lopez

Apply a built-in Document Type Template

2. One Node Set up Creating Document Types

Ramp up quickly using OneNode's "Contracts" Template. Watch how default fields and folders work ...

Updated 5 months ago by Beatriz Lopez