Step 5 - Output document settings

Updated on:
July 21, 2021

The next step after you have finalised the Data Merge settings, is to customise the Document Output settings. This is where you can edit the name, type and location of the output files. This box is located under the Data Merge box.

In this article you’ll learn how to:

  1. Change the file name
  2. Create PDF copies (Pro feature)
  3. Open the output folder
  4. Change the output folder

Change the file name

Before you start creating documents, you can edit your output documents’ name. If you are using Multiple documents mode, you can add {{tags}}, so each output document can have a different name. You can either copy and paste these tags from the document or place your cursor inside the file name field and press the 'Insert' button in the data source table.

Create PDF copies (Pro feature)

To create PDF copies you need to purchase Portant Pro. You can do this by click the Pro icon and entering your payment details. This also enables you to remove Portant branding from any emails you use to share documents.

After you have done this, you can select the 'Create PDF documents' checkbox. When you do, Portant creates a subfolder within your Document Output Folder and saves a PDF copy for every document you make in it.

Top tip - The output folders can be renamed and moved within your Google Drive. Portant will remember where they are and save the files there. If the folder is deleted or placed in the trash Portant will create a new folder with the same name as the original.

Open the output folder

In the top right hand corner of the Document Output box is a link to the output folder. This is the folder where Portant will save the document outputs. As mentioned above, this folder can be renamed and moved within your Google Drive. Portant will remember the folder location and save the files there.

Change the output folder

If you need to change the document output folder you can do by opening the 'Options' menu. This is located by clicking the 'Options' button in the top right hand corner of the Data Merge box, shown below:

After clicking the 'Options' button, scroll down to the 'Output Folder' section and click the 'Change Folder' button. Then select the new location, within your Google Drive, for the document outputs to be saved in:

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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