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Getting started
How to install, setup and get started with the basics
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Getting started
Step 1 - Installing and opening Portant Data Merge
How to install and open Portant Data Merge in your Google Workspace.
James Fyfe
Updated:
May 20, 2022
Step 2 - Connecting a source
How to connect a source to your template document or presentation.
James Fyfe
Updated:
May 20, 2022
Step 3 - Customising your template
How to customise your template document, including adding images.
James Fyfe
Updated:
May 20, 2022
Step 4 - Data Merge settings
This is how you can edit how the Data Merge Automation will run and select the source data you will use to make the documents.
James Fyfe
Updated:
May 20, 2022
Step 5 - Output document settings
An article about the Document Output settings, where you can edit the name, type and location of the output files.
James Fyfe
Updated:
May 20, 2022
Step 6 - Share your documents via email
How to automatically share your documents via custom emails
James Fyfe
Updated:
May 20, 2022
Step 7 - Start the merge
'How to' and 'what happens' when you start a data merge.
James Fyfe
Updated:
May 20, 2022
The complete guide to getting started with Portant Data Merge
The complete guide to getting started with Portant Data Merge. Warning. Long article :)
James Fyfe
Updated:
May 20, 2022
