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Create user groups

2. One Node Set up User Management

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

Updated 1 day 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 1 day ago by Beatriz Lopez

Document Structure Templates

2. One Node Set up

Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...

Updated 1 day ago by Beatriz Lopez

Adding documents with OneNode

3. Adding Documents

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

Updated 1 week ago by Beatriz Lopez

Chrome extension Installation

3. Adding Documents Add documents with Chrome Extension

Updated 1 week 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 1 week ago by Beatriz Lopez

What are Document types?

2. One Node Set up Creating Document Types

Every organization is unique, and each sales team has its own way of using Pipedrive.  To get st...

Updated 3 weeks ago by Beatriz Lopez

Creating Document Types

2. One Node Set up Creating Document Types

"Proposal" Document type example This guide navigates OneNode admins through the p...

Updated 3 weeks ago by Beatriz Lopez

Creating Document types

2. One Node Set up Creating Document Types

"Price List" Document type example This video shows how to create Document types...

Updated 3 weeks 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 3 weeks ago by Beatriz Lopez

What is OneNode?

0. OneNode Overview

OneNode is a Pipedrive add-on designed by Zimple.  Zimple is Pipedrive's most Innovative P...

Updated 3 months 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 3 months 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 3 months ago by Beatriz Lopez

Creating Dynamic Folders

4. Browsing

Creating Dynamic Folders  Explore OneNode's Dynamic Folder creation—a powerful too...

Updated 3 months ago by Beatriz Lopez

Quick set up

2. One Node Set up

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admi...

Updated 3 months 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 3 months 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 3 months ago by Beatriz Lopez

3. Billing contact

1. Getting Started Subscription management

All payment and usage notifications will be sent to this email address. Ensure it is kept up to d...

Updated 3 months ago by Beatriz Lopez

2. Payment method

1. Getting Started Subscription management

Check and update OneNode's payment method at anytime by going to the Subscription tab and selecti...

Updated 3 months 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 3 months ago by Beatriz Lopez