Data Merge Settings for Google Forms Sources

Updated on:
July 23, 2021

After you have customised the format of your document and added your tags, the next thing to do is set-up your Data Merge Settings. This is where you can edit how the Data Merge Automation will run and filter the data Portant will use to make the outputs.

In this article you’ll learn how to:

  1. Automatically create documents
  2. Check document tags
  3. Document Links

Automatically create documents

The main function of a Google Form source is to automatically create documents any time a form response is submitted. To turn this on select the checkbox in the Data Merge box. When this is on an indicator appears above the data sources table like this:

Check document tags

Underneath the checkbox is a button to check the Document tags. When you click it Portant will check the document for any incorrect tags and highlight them for you so you can resolve them. If there are any bad tags it will appear like this:

Document links

If you open the options menu in the top right hand corner of the Data Merge box you will find an additional option for the data merge, which is:

  • Document Links - When selected, Portant will automatically insert document (and pdf) URLs next to the last column in your responses spreadsheet.

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

More than mail merge

You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

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