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:
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Blake and James
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
Select a Google Doc agreement template, add a signature placeholder and place your contract signing on auto-pilot.
Select a Google Sheet of invoice data, add a Google Docs invoice template, and place your invoicing on auto-pilot.
Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses.
Open your Google Sheet, connect a template, add tags to your document, and create multiple documents.
Select a Google Form, add tags to a Google Docs template, and customise documents from responses for free.