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:
There are two different types of Data Merge possible with Google Sheets. These are:
This is how you filter what data from your spreadsheet you would like to make documents with. There are a few different options you can use:
If you open the options menu in the top right hand corner of the Data Merge box you will find additional options for the data merge. These are:
Portant will periodically check the source file every hour or day. When new data is found in the source Google Sheet, a new document is created.
When selected, Portant will automatically insert document (and pdf) URLs next to the last column of your spreadsheet. like this:
Portant will add extra rows to tables containing template tags to capture all grouped rows in your spreadsheet. Learn more
Note - These additional options are only available in 'Create multiple documents mode'
We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at email@example.com or use our contact form here: https://www.portant.co/support
Blake and James
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
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