Guides

Guides

Demo

59s

Complete guide

The complete guide to getting started with Portant Data Merge

Getting started

1. Installing and opening Portant Data Merge

2. Connecting a source file

3. Customising your template

4. Automating your documents

Feature deep dive

Automatically share your documents

Automatically create documents when a data source file is updated

Editing tag names

Adding images into your template