How to refresh your source document
Updated on:
October 17, 2023
Sometimes, you may need to modify your source file, which could impact the tags used in your template. Fortunately, we've introduced a handy "Refresh" button in your source table. This button enables you to quickly update all the tags in your template, ensuring they stay in sync with any changes you make to the source document.
In this article you will learn how to:
The first step is to open your template document block:
Next, within your template document block, locate and click the "Refresh" button in your source table. You will receive a confirmation message indicating that all tags have been correctly updated:
If there is any issue with a tag, Portant will promptly identify and highlight the problem, as demonstrated in the example below:
In this example, there is a typo in the tag {{Notes}}, which will result in Portant being unable to place the source data in the output document . To resolve this issue, correct the typo and then refresh your source table once more to ensure that all tags are valid and functioning correctly.
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 contact@portant.co or use our contact form here:
https://www.portant.co/support
Thanks,
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.
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