3. Customising your template

Monday, April 19, 2021

After you have selected the file, Portant Data Merge imports the column headers or questions into a table. We call this the Data Source Table. Each column (or question) in the source file appears as a separate row in the table.

Table Header Functions

  1. File name - you can use this to see the name of the file you have selected and also click on the name to open it in a different tab.
  2. Refresh - You can refresh the rows in the table if you have made any changes to the source file.
  3. Edit - You can use this to change the file (or the sheet/tab) connected to the template document.
Adding a tag into your template

To add a tag into your template please follow these steps:

  1. Place your cursor in the document where you’d like the tag to be inserted.
  2. Click the insert button in the Data sources table, next to the tag you’d like to place.
  3. Portant will then place your tag inside the document between two curly brackets (e.g. {{Tag}})
Edit a tag name

You can change tag names to make them shorter, or more understandable, by following these steps:

  1. Click the tag icon to the left of the Tag name.
  2. Enter the new tag name in the highlighted box
  3. Hit enter on your keyboard. You know the tag has been changed when the tag icon is blue and it displays the new tag name when you hover over the icon.

Note - Tag names need to be unique and can’t be the same as any other data source row or tag name.

Adding images

You can easily place an image into a document in 3 easy steps:

  1. Mark a row as an image by hovering over the row and clicking the image icon, located to the left of the insert button. This marks the row as an image row 
  2. Click the Insert button to add a placeholder image.
  3. This image can be moved and scaled in your document and then Portant will insert the source images with their native aspect ratio.
Note - Jpg, jpeg, png and gif file formats are supported

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


Blake and James