Step 4 - Data Merge settings

Updated on:
May 20, 2022

After you have customised the format of your document and added your tags, the next thing to do is set-up your Data Merge Settings. This is where you can edit how the Data Merge will run and filter the source data used to make the documents. This section of the Add-on varies depending on the source you have selected, so we have provided links to more detailed articles at the bottom of this page.

In this article you’ll learn how to:

  1. Use the Data Merge settings

Data Merge settings

An example data merge box for a Google Sheets data source

The Data Merge settings are located under the Data Source table. The main settings are shown on the front of this card and the advanced settings are in a menu accessible via a button in the top right hand corner. We have put together a more detailed article for each source type below:

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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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