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What is OneNode?

0. OneNode Overview

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

Updated 7 months ago by Beatriz Lopez

Creating Dynamic Folders

4. Browsing

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

Updated 7 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 7 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 7 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 7 months ago by Beatriz Lopez

Uninstall

1. Getting Started

To uninstall OneNode, please follow the steps below. Before proceeding, we’d love to hear from yo...

Updated 7 months ago by Beatriz Lopez

Folder Browsing

4. Browsing

OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dyna...

Updated 7 months ago by Beatriz Lopez

Deleting Folders

4. Browsing

Once created, Dynamic Folders can be easily deleted Head to the Browse tab Select Manage Fold...

Updated 7 months ago by Beatriz Lopez

Getting started with One Node

1. Getting Started

Quick tour of the In-app Installation From accessing the platform to advancing thr...

Updated 7 months ago by Beatriz Lopez

How to add documents

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

From Cloud storage, Pipedrive files, or upload new ones. Here is how you...

Updated 8 months ago by Beatriz Lopez

Managing Folders

4. Browsing

Once created, Dynamic Folders can be easily managed and edited further.  Head to the Browse ta...

Updated 8 months ago by Beatriz Lopez

Deleting Documents- OneNode panel

3. Adding Documents Deleting Documents

From OneNode's panel Files can be permanently deleted from OneNode or from both On...

Updated 8 months ago by Beatriz Lopez

Deleting documents- detail view

3. Adding Documents Deleting Documents

From the detail view Files can be permanently deleted from OneNode or from bot...

Updated 8 months ago by Beatriz Lopez

Contact support

6. FAQ's

If you can't find answers to your questions, please reach out to support.

Updated 8 months ago by Beatriz Lopez

Can I restore files deleted from OneNode?

6. FAQ's

Be cautious when deleting a file from OneNode. While the file will still be available as a Pipedr...

Updated 8 months ago by Beatriz Lopez

Can I upload the same document to different detail views?

6. FAQ's

Yes, you can upload the same document to the Deal, Organization, and Person detail views. If you...

Updated 8 months ago by Beatriz Lopez

What happens to the data when I delete a field? [Admin]

6. FAQ's

OneNode will prompt a warning. Deleting a field type will permanently remove any data entered to...

Updated 8 months ago by Beatriz Lopez

I cannot find the OneNode Panel in the detail view

6. FAQ's

If you are not able to see the OneNode panel in the Deal, Organization, or Person detail views, y...

Updated 8 months ago by Beatriz Lopez

How can I access OneNode’s main panel

6. FAQ's

After installation, you will always find OneNode on the upper right corner of your Pipedrive spac...

Updated 8 months ago by Beatriz Lopez

Can I add the same Cloud document Link to various deals, persons or organizations?

6. FAQ's

Yes! OneNode will notify you that the URL is already linked to other detail views but you will st...

Updated 8 months ago by Beatriz Lopez