Portant Docs
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  • 👋Welcome
  • 🟢Product Updates
  • 🌱Getting Started
    • How to Sign up
    • Quickstart
    • Ask for Help
    • Templates
  • 💫Personalise Documents
    • Adding Hyperlinks
    • Adding Images
    • Use custom tag names
    • Tag Formulas
    • 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
  • 📄Template Docs
    • Google Docs
    • Google Slides
    • Google Sheets
    • Microsoft Word
    • Microsoft PowerPoint
    • Fillable PDF
  • 💡Use Cases
    • eSignatures Requests
    • Incident Report
    • Quarterly Business Reviews
    • Invoices
    • Convert Form Responses to PDFs
  • ✒️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
  • ✉️Emails
    • Share a Doc via Email
    • Email Tracking
    • Send from aliases
    • Send Outlook Emails
    • Customize Your Email Content with HTML Editing
  • 📄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
      • How to set-up a Google Sheets source
      • How to set-up a Google Forms source
      • Inserting Images
      • Advanced Settings
        • Editing tag names
        • Timezone, date and time format settings
        • Editing the Output Folder
        • Conditional logic for emails
        • Conditional Logic for Data Merges
        • Data Grouping in Portant Data Merge
    • Document Merge - Trello Power-up
  • 👥Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • ⚙️Settings
    • Change Language Settings
    • How to Set Up Your Account's Global Formatting Settings
  • Delete Multiple Workflows at Once
  • 💳Billing
    • Update Billing
  • Developer
    • Build with Portant
  • 💙Partners
    • Partner Program
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  1. 🎁Portant Add-ons
  2. Data Merge

Advanced Settings

Editing tag namesTimezone, date and time format settingsEditing the Output FolderConditional logic for emailsConditional Logic for Data MergesData Grouping in Portant Data Merge
PreviousInserting ImagesNextEditing tag names

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