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Creating Document Types
2. One Node Set up
Creating Document Types
"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" ...
Upload a new file
3. Adding Documents
Add documents from the Deal, Organizati...
Uploading a new file with OneNode is the easiest way to store and access your documents anytime. It's similar to uploading a Pipedrive file, but with significant advantages: Search: When users upload files, they are easily accessible through OneNode...