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0. OneNode Overview
Useful overview for both Admins and Users
Add documents from the Deal, Organization, or Person View
NEW!! Add documents with Chrome Extension
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
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...
Finding your way around
You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant. OneNode Panel Once you click on OneNode's icon, the main panel will open. If you are an Admin, you will also be able to see the Se...
Standard and Discounted Prices
Media and Advertising Price list Management Use Case In this scenario, a media and advertising company needs to manage separate price lists for direct customers and media resellers. 1. Introduction We'll demonstrate how they can qui...
Customizing Columns
Editing the columns in "Recent"and "Search". OneNode lets you customize the columns in the Recent items and Search view so that you can see the document properties that you really need. Here's how to do it. 1. Open OneNode's main panel Open On...
Searching for documents
OneNode's Search tool Searching for documents can be a daunting task, especially when you're dealing with a large volume of information, but with OneNode you'll never want to look back. Open OneNode and Search away! Simply ope...
Creating Search Filters
Create Search filters in OneNode This guide will show you how to create search filters in OneNode. Based on your most common search criteria, set filters that you can easily access every time you need to find a document! 1. Open OneNode's main pa...
Deleting documents- detail view
From the detail view Files can be permanently deleted from OneNode or from both OneNode and Pipedrive. Here's how this can be done from the detail view. 1. Identify the file This person's record includes a PowerPoint and an Excel file....
Managing Folders
Once created, Dynamic Folders can be easily managed and edited further. Head to the Browse tab Select Manage Folders Click on the Pen Icon in front of the folder that you would like to edit Edit the folder Name, Description and Folder levels Click Save...
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...
Folder Browsing
OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dynamic folder Browsing feature—a tool designed to transform the way you navigate and organize your Pipedrive documents like never before! 1. Introduction 2. Open ...
Document Structure Templates
Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales document structures which you can start using right away. Explore these templates for inspiration, or customize them to fit your team’s specific workflow. The foll...
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. If you haven't, Install OneNode's Chrome extension here. 1. Add a cloud document Ima...
Chrome extension Installation
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...
Upload a new file
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...
Add from Pipedrive files
Adding documents to Pipedrive files is easy. Adding them to OneNode offers a whole new document management experience. OneNode allows users to quickly locate any document linked to a deal or contact, using a variety of search options such as owner, date, or ...
Add with a link
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...
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...
Smart OneNode file status for Google Drive
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...