Skip to main content
Advanced Search
Search Terms
Content Type

Exact Matches
Tag Searches
Date Options
Updated after
Updated before
Created after
Created before

Search Results

5 total results found

4. Browsing

OneNode simplifies document management by organizing your files into dynamic folders, ensuring you always have quick and effortless access to the documents you need. With OneNode, sales teams no longer need to manually search for critical information. Instead...

Browse

Managing Folders

4. Browsing

Once created, Dynamic Folders can be easily managed and edited further.  Head to the Browse tab Select Manage Folders Click on the Pen Icon in front of the folder that you would like to edit Edit the folder Name, Description and Folder levels Click Save...

Video
User
Admin
Browse

Folder Browsing

4. Browsing

OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dynamic folder Browsing feature—a tool designed to transform the way you navigate and organize your Pipedrive documents like never before! 1. Introduction 2. Open ...

Video
Admin
User
Browse

Creating Dynamic Folders

4. Browsing

Creating Dynamic Folders  Explore OneNode's Dynamic Folder creation—a powerful tool that ensures you find exactly what you need, when you need it. 1. User Pain points Companies often wonder, which contracts are expiring in the next 3 months?, ...

Video
Browse
Admin
templates

Smart OneNode file status for Google Drive

3. Adding Documents NEW!! Add documents with Chrome Extension

Companies using Google Drive get an even better usual help with OneNode. As you browse through your Drive, OneNode’s Chrome Extension highlights which documents are already linked to your Pipedrive workspace.  Just click on the colored OneNode icons to insta...

chrome
google
drive
Video
Link
Browse
Use Case
User