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Think of Fields as the properties or search criteria that sales teams commonly use to locate documents. As covered in the Quick Set up and Creating  Document types sections, you can create Document Types by defining at least one Field. Field types Field typ...

"Single Select" type example This video will walk you through creating a "Single Select" field type in OneNode for Pipedrive. 1. Introduction Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used t...

"Proposal" Document type example This guide navigates OneNode admins through the process of creating a "Proposal" document type 1. Open OneNode Start by accessing the main OneNode panel 2. Click on "Settings" And click on "Settings" ...

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admin users OneNode Settings can be managed by any Pipedrive admin after installation. OneNode admin users have the ability to configure General visibility settings,...