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Managing Folders
Once created, Dynamic Folders can be easily managed and edited further. Head to the Browse ta...
Deleting Documents- OneNode panel
From OneNode's panel Files can be permanently deleted from OneNode or from both On...
Deleting documents- detail view
From the detail view Files can be permanently deleted from OneNode or from bot...
Contact support
If you can't find answers to your questions, please reach out to support.
Can I restore files deleted from OneNode?
Be cautious when deleting a file from OneNode. While the file will still be available as a Pipedr...
Can I upload the same document to different detail views?
Yes, you can upload the same document to the Deal, Organization, and Person detail views. If you...
What happens to the data when I delete a field? [Admin]
OneNode will prompt a warning. Deleting a field type will permanently remove any data entered to...
I cannot find the OneNode Panel in the detail view
If you are not able to see the OneNode panel in the Deal, Organization, or Person detail views, y...
How can I access OneNode’s main panel
After installation, you will always find OneNode on the upper right corner of your Pipedrive spac...
Can I add the same Cloud document Link to various deals, persons or organizations?
Yes! OneNode will notify you that the URL is already linked to other detail views but you will st...
First Installation
Please note that the first-time installation must be done by a Pipedrive global admin user. Read ...
Adding documents with OneNode
Regardless of where your documents are stored, OneNode provides two convenient ways to add docume...
Creating Search Filters
Create Search filters in OneNode This guide will show you how to create search filters...
Searching for documents
OneNode's Search tool Searching for documents can be a daunting ta...
Customizing Columns
Editing the columns in "Recent"and "Search". OneNode lets you customize the column...
What are Document types?
Every organization is unique, and each sales team has its own way of using Pipedrive. To get st...
Upload a new file
Uploading a new file with OneNode is the easiest way to store and access your documents anytime. ...
Standard and Discounted Prices
Media and Advertising Price list Management Use Case In this scenario, ...
Add from Pipedrive files
Adding documents to Pipedrive files may be easy. Adding them to OneNode offers a whole new docum...
Add with a link
Adding a document with a link from the deal, organization or person view is as easy as copy-pasti...