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Advanced features
How to use the more advanced features of Portant
Home
Guides
Advanced features
Adding images into your template
How to add different types of images into your document template.
James Fyfe
Updated:
September 2, 2022
Automatically create documents when a data source file is updated
How to automatically create documents from Google Sheets and Forms sources
James Fyfe
Updated:
May 20, 2022
Conditional logic for emails
How to add conditional logic to control when emails are sent
James Fyfe
Updated:
May 20, 2022
Data Grouping
How and when to use data grouping into your template document.
James Fyfe
Updated:
July 20, 2022
Editing tag names
How to edit and shorten tag names to help with the template formatting or to increase understanding.
James Fyfe
Updated:
May 20, 2022
Editing the Output Folder
How to change change the output folder for a data merge.
James Fyfe
Updated:
September 2, 2022
Portant Workflow Data Grouping
How and when to use data grouping into your template document.
James Fyfe
Updated:
September 1, 2022
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:
September 2, 2022
