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Advanced features
How to use the more advanced features of Portant
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Advanced features
Adding images into your template
How to add different types of images into your document template.
James Fyfe
Updated:
July 23, 2021
Automatically create documents when a data source file is updated
How to automatically create documents from Google Sheets and Forms sources
James Fyfe
Updated:
July 23, 2021
Conditional logic for emails
How to add conditional logic to control when emails are sent
James Fyfe
Updated:
July 28, 2021
Data Grouping
How and when to use data grouping into your template document.
James Fyfe
Updated:
September 22, 2021
Editing tag names
How to edit and shorten tag names to help with the template formatting or to increase understanding.
James Fyfe
Updated:
July 23, 2021
Timezone, date and time format settings
How to change how the date is formatted and what timezone the date and time is placed in.
James Fyfe
Updated:
October 6, 2021
