After you have connected a source to your document, the next thing you will want to do is customise your template. This is where you can edit the format of the static text and choose where to place the tags inside your document to create customised outputs. This will enable you to have consistently formatted and designed documents and reduce the number of copy and paste errors.
In this article you’ll learn how to:
After you have selected and connected a source, Portant Data Merge imports the column headers, questions or card fields into a table. We call this the Data Source Table. Each column/question/field in the data source appears as a separate row in the table.
To add a tag into your template please follow these steps:
Top Tip - Format the tag exactly how you would like the source data to appear (e.g. text size, colour, fort etc) Portant will place the source data in that location with the same styling as your tag has.
You can change tag names to make them shorter, or more understandable, by following these steps:
Note - Tag names need to be unique and can’t be the same as any other data source row or tag name.
You can easily place an image into a document in a few easy steps:
Note - .jpg, .jpeg, .png and .gif file formats are supported
Inserted images are always placed into the document with a locked aspect ratio (Portant doesn't distort any images to fit the placeholder). If an inserted image has a different ratio to the placeholder, Portant scales the height while maintaining the ratio ratio until placeholder width is reached.
Portant can use the following image links/urls:
Note - When using a Form to collect images, Portant will only be able to insert one per question. If multiple images are uploaded are added, Portant will select the first one. You can limit users to only upload one in form settings.
We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback 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
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