Portant Docs
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Launch PortantInstall App in HubSpot β†—οΈŽ
  • πŸ‘‹Welcome
  • 🟒Product Updates
  • 🌱Getting Started
    • How to Sign up
    • Quickstart
    • Ask for Help
    • Templates
  • πŸ’«Personalise Documents
    • Adding Hyperlinks
    • Adding Images
    • Use custom tag names
    • Tag Formulas
      • Global tags
      • Tag Formulas
      • Tag IF Statements
    • Invalid Tags
    • Portant AI Content
    • Dynamic Google Sheets Charts
    • Add online payment links
    • Add Stripe Payment Links to Your eSign Portal
  • 🌐Sources
    • Google Forms
    • Google Sheets
    • HubSpot
    • Zapier
    • Glide
    • Webhooks
    • Xero
    • Copper
    • Typeform
    • Tally
  • πŸ“„Template Docs
    • Google Docs
    • Google Slides
    • Google Sheets
    • Microsoft Word
    • Microsoft PowerPoint
    • Fillable PDF
  • πŸ’‘Use Cases
    • eSignatures Requests
    • Incident Report
    • Quarterly Business Reviews
    • Invoices
    • Convert Form Responses to PDFs
  • βœ’οΈeSignatures
    • Getting Started
    • Request Signatures (without a source)
    • Request Multiple Signatures
    • Customise Signature Request Email
    • Create Preview Links for Signature Requests
    • Resend signature requests
    • Cancel Signature
    • Add Audit to eSignatures
    • Request Info On Signing
    • eSigning Laws & Compliance
  • ⚑Automation
    • Workflow Filters
    • Re-run an automation
    • Review and Approve Documents
    • Converting docs to different file types
  • βœ‰οΈEmails
    • Share a Doc via Email
    • Email Tracking
    • Send from aliases
    • Send Outlook Emails
    • Customize Your Email Content with HTML Editing
  • πŸ“„Outputs
    • Customize Output File names
    • Auto-filing Output Files
    • Changing Output Folder
    • Search and filter your outputs
  • Deleting Outputs in Portant
  • 🎁Portant Add-ons
    • Data Merge
    • Document Merge - Trello Power-up
  • πŸ‘₯Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • βš™οΈSettings
    • Change Language Settings
    • How to Set Up Your Account's Global Formatting Settings
  • Delete Multiple Workflows at Once
  • πŸ’³Billing
    • Update Billing
  • Developer
    • Build with Portant
  • πŸ’™Partners
    • Partner Program
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  1. πŸ’«Personalise Documents

Tag Formulas

Global tagsTag FormulasTag IF Statements
PreviousUse custom tag namesNextGlobal tags

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