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Add documents with Chrome Extension

3. Adding Documents

In a matter of seconds, add cloud files directly from a URL to Pipedrive deals, organizations and persons!  Install from Chrome's Webstore here The OneNode team — support@theonenode.io 

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chrome
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User part

Real Estate

Real Estate Use Case Floor Plan Management. Add with a Link. (User part.) This video demonstrates how to add a Floor Plan document type, including a link to drawings stored in a collaborative diagram application called Lucid. 1. Intr...

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Deal
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Floor Plan

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 can easily add documents using OneNode, no matter if they are stored in the cloud or at a particular web link. 1. Open a deal, organization or person detail view...

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Adding files with OneNode's Chrome Extension

3. Adding Documents Add documents with Chrome Extension

Add cloud documents in seconds.  This guide demonstrates just how simple it is to attach files and URLs to Deals, Organizations, or Persons in Pipedrive. If you haven't, Install OneNode's Chrome extension here. 1. Add a cloud document Ima...

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chrome

Chrome extension Installation

3. Adding Documents Add documents with Chrome Extension

Once you've installed OneNode from Pipedrive's marketplace it takes two seconds to Install OneNode's Chrome Extension. If the direct link isn’t working, follow these steps to install manually: 1. Visit: chromewebstore.google.com 2. Type “OneNode” in the s...

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chrome
Link

Add with a link

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

Adding a document with a link from the deal, organization or person view is as easy as copy-pasting. No time for copy- pasting? No problem.  Install OneNode's Chrome Extension and get it done in one click! Watch the video below for a Floor Plan Management us...

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Deal
Use Case
Floor Plan
Link

Adding documents with OneNode

3. Adding Documents

Regardless of where your documents are stored, OneNode provides two convenient ways to add documents: Method 1. Using OneNode's panel at the Deal, organization, or person view. From within the Deal, Organization, or Person view in Pipedrive, you can add do...

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chrome
User
chrome

Smart OneNode file status for Google Drive

3. Adding Documents 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...

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