Guides articles

Guides articles

How to add custom folders to your outputs

How to copy the support code from your output items

How to rerun an automation item

Customise the Signature Request email (and include more attachments)

Email tracking

Save presentations as Microsoft Powerpoint files (.pptx)

Save an output as a Microsoft Word file (.docx)

Google Sheets Auto-create

Portant AI - generate AI content snippets

Requesting multiple signatures on one document

How to create an eSignature workflow

How to create your first workflow

How to use the review block

How to open the developer console

Save document links back to Google Sheet

How to connect Xero to Portant

How to use workflow filters

How to use Webhooks and Zapier to connect Portant to almost anything!

How to connect a HubSpot data source

How to connect a Glide data source

Send emails from a different address or alias

How to get started with webhooks

Google Forms Response Sheets' Sources

Data Grouping

How to automatically generate PDFs from Google Forms

Portant Workflow - Adding images into your template

Multiple Google Sheets' Sources

Editing the Output Folder

How to use Portant's Trello Power-up

Timezone, date and time format settings

Conditional logic for emails

Conditional Logic for Data Merges

Edit Response and Pre-filled Response Links

Data Merge Settings for Google Forms Sources

Step 5 - Output document settings

Data Merge Settings for Google Sheets sources

Step 4 - Data Merge settings

How to set-up a Google Forms source?

How to set-up a Google Sheets source?

Viewing and editing your billing details

Data Grouping in Portant Data Merge

Adding images into your template

Editing tag names

Automatically create documents when a data source file is updated

Step 6 - Share your documents via email

Step 7 - Start the merge

Step 3 - Customising your template

Step 2 - Connecting a source

Step 1 - Installing and opening Portant Data Merge

The complete guide to getting started with Portant Data Merge