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 Automation will run and filter the data Portant will use to make the outputs.
In this article you’ll learn how to:
The main function of a Google Form source is to automatically create documents any time a form response is submitted. To turn this on select the checkbox in the Data Merge box. When this is on an indicator appears above the data sources table like this:
Underneath the checkbox is a button to check the Document tags. When you click it Portant will check the document for any incorrect tags and highlight them for you so you can resolve them. If there are any bad tags it will appear like this:
If you open the options menu in the top right hand corner of the Data Merge box you will find an additional option for the data merge, which is:
At the bottom of the Sources table you will find two tags that are not questions in your Google Form, these tags are:
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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Portant can also help you mail merge in Google Docs.
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.