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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...

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...

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...

Adding documents to Pipedrive files may be 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,...

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...

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...

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...

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...

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...

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 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....

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...

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...

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 ...

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. To use t...