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User part
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...
Add with a link
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...
How to add documents
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...
Adding files with OneNode's 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...
Chrome extension Installation
Adding documents with OneNode
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...