Automatically share your documents

Monday, April 19, 2021

Sometimes it maybe useful to automatically share documents with a certain email address as soon as the document is created. With Portant Data Merge you are able to do this using our share functionality.

To automatically share generated documents select the checkbox under ‘Share’ called Automatically share created docs.

  1. Select the Email Column (Portant auto selects the first email column with email in the name)
  2. Optionally enter a custom message in the Email Message box

Portant will now share the document with the provided email address when it is created. It uses Google's native sharing method and standard email, for example:


Feedback and feature suggestions

We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James