Portant Portant Docs
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Outputs

Every document Portant generates lands in the Outputs tab. This is where you find finished files, see their status, and control where they get saved and what they're called.

What an output is

An output is one document produced by a workflow run. If a workflow runs five times, you get five outputs. Each one keeps a record of the source row, the file it created, and any extra steps that followed (an email sent, a signature requested, a payment link opened).

What you can do from the Outputs tab

  • Open the generated file in Google Drive or OneDrive.
  • See the status of each run (draft, signatures requested, completed, completed with error).
  • Search and filter to find a specific output.
  • Re-run, review, or delete an individual output.
  • Change the folder where future outputs are saved.

Pages in this section

  1. Customise output file names. Use tags so each file is named after the row it came from.
  2. Auto-file output files. Build folder structures from your data.
  3. Change the output folder. Pick where new outputs are saved by default.
  4. Save outputs to OneDrive. Send Microsoft Word and PowerPoint outputs to OneDrive.
  5. Search and filter outputs. Narrow the list by name, status, or date.
  6. Delete outputs. Tidy up files you no longer need.
  • Templates for the template types that produce these outputs.
  • File formats for how to convert outputs to PDF, Word, PowerPoint, or Excel.