Advanced settings
The advanced settings cover the bits of Portant Data Merge you'll touch less often, but that matter when you need them: tag names, timezones, output folders.
In this section
- Editing tag names, shorten or rename tags to make templates easier to format and read.
- Timezone, date and time format settings, choose how dates and times appear and which timezone they're in.
- Editing the output folder, change where output documents are saved.
Related
- Conditional logic for documents, only generate a document when the source row matches your rules.
- Conditional logic for emails, only send an email when the conditions are met.
- Line items > data grouping, group repeated rows from a sheet into one document.