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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!  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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Use Case
Deal
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Floor Plan

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. Watch the video below for a Floor Plan Management use case in real estate, where OneNode enables Pipedrive users to link any document’s web location—whether f...

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Deal
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Floor Plan
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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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Admin
Price List
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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 using the power of OneNode's Chrome extension. 1. Add a cloud document Imagine you are...

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chrome

Chrome extension Installation

3. Adding Documents Add documents with Chrome Extension

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chrome
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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Link
chrome
User