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 email@example.com or use our contact form here: https://www.portant.co/support
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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
Transform your work life with responsive, fully customizable, and easy-to-use templates.
Select a Google Doc agreement template, add an eSignature placeholder and put your contract signing on auto-pilot.
Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100 or even 1000's of invoices at a time.
Select a Google Form, add tags to a Google Doc template, and generate Docs every time your receive a Google Form response.
Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email.
Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses.