With Portant you can optimise your document workflows within Google Workspace. But, before we get to the fun stuff, we need to make sure that Portant is correctly installed on your Google Workspace account.
In this article you’ll learn how to:
The first step is to install the Add-on on your Google Workspace account.
Click on Add-ons > Get Add-ons and then search for “Portant Data Merge” (or just click this link)
Click on 'Portant Data Merge' and then select Install
After you select install Google will ask you if you would like to continue.
Then you need to select which Google account you would like to install Portant Data Merge on.
Google will display all the different permissions requests Portant Data Merge needs access to, to operate. We have put together explanation plain english list below:
Click Allow, then click Done and then you can close the marketplace window
To open the Portant Data Merge Add-on, click on Add-ons > Portant Data Merge > Start
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 firstname.lastname@example.org or use our contact form here: https://www.portant.co/support
Blake and James
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.Get started