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Create user groups
Define document visibility This guide will walk you through the proc...
Apply a built-in Document Type Template
Ramp up quickly using OneNode's "Contracts" Template. Watch how default fields and folders work ...
Document Structure Templates
Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...
Adding documents with OneNode
Regardless of where your documents are stored, OneNode provides two convenient ways to add docume...
Chrome extension Installation
Adding files with OneNode's Chrome Extension
Add cloud documents in seconds. This guide demonstrates just how simple it is t...
What are Document types?
Every organization is unique, and each sales team has its own way of using Pipedrive. To get st...
Creating Document Types
"Proposal" Document type example This guide navigates OneNode admins through the p...
Creating Document types
"Price List" Document type example This video shows how to create Document types...
Help guide Video Directory
A list and reference to all the videos contained in OneNode's Help Guide Knowlege Base 1. Getti...
What is OneNode?
OneNode is a Pipedrive add-on designed by Zimple. Zimple is Pipedrive's most Innovative P...
6. Cancel subscription
If you wish to cancel OneNode's subscription you can do so by following these instructions. Howe...
1. Main subscription settings
OneNode subscription A company's OneNode first installation is not a subscription. It is a free...
Creating Dynamic Folders
Creating Dynamic Folders Explore OneNode's Dynamic Folder creation—a powerful too...
Quick set up
After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admi...
7. Reactivate your subscription
OneNode's subscription renews every month. There is no action needed as long as the payment detai...
5. Adjusting Seats
Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the le...
3. Billing contact
All payment and usage notifications will be sent to this email address. Ensure it is kept up to d...
2. Payment method
Check and update OneNode's payment method at anytime by going to the Subscription tab and selecti...
4. Invoicing
Check your Billing history and invoice details by navigating to the Subscription tab and selectin...