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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...

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...

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...

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...