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:
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:
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
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Select a Google Doc agreement template, add a signature placeholder and place your contract signing on auto-pilot.
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Select a Google Form, add tags to a Google Docs template, and customise documents from responses for free.