Portant Docs
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Portant Docs
Portant Docs
  • πŸ‘‹Welcome
  • 🟒Product Updates
  • 🌱Getting Started
    • How to Sign up
      • Sign-up without a Google account
    • Quickstart
    • Ask for Help
      • Support Tickets
      • Support Codes
      • Screenshots
      • Developer Console
      • 400 Error
      • Resolve: API developer key is invalid error
      • How to request a transfer of your Portant account
    • Templates
    • Delete Multiple Workflows at Once
  • How to Set Up Your Account's Global Formatting Settings
  • Change Language Settings
  • 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
    • Tag Checker
    • Add online payment links
    • Add Stripe Payment Links to Your eSign Portal
  • 🌐Sources
    • Google Forms
      • Add formula fields to your Google Form workflow
      • {{tags}} for Google Forms
    • Google Sheets
      • Google Sheets Auto-create
      • How to source data from multiple Sheets
      • Saving Document Links to your Sheet
      • Data Grouping
    • HubSpot
      • How to install the Portant App in HubSpot
        • How to Add Portant App Cards to HubSpot
      • Create a Document in HubSpot
      • How to manage and select HubSpot Properties
        • Full list of available HubSpot Properties
      • Trigger HubSpot Workflows from Portant
      • Add a Portant Action to a HubSpot Workflow
      • How to view created documents in HubSpot
      • Add multiple line items into a single document
      • Add Deal Tags using Portant document statuses
      • Portant eSignatures + HubSpot
      • Review documents using the Review Block in HubSpot
    • Zapier
    • Glide
    • Webhooks
      • Webhook Data Grouping
    • Xero
    • Copper
      • Installing the Copper integration
      • Create your first Copper workflow
      • Generating your first document from Copper
    • Typeform
    • Tally
  • 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
      • United States: E-SIGN Act and UETA βœ…
      • Canada: PIPEDA and Electronic Transactions Act βœ…
      • EU: eIDAS Regulation for Electronic Signatures βœ…
      • UK: eIDAS Regulation and Electronic Communications Act 2000 βœ…
      • Australia: Electronic Transactions Act (ETA) βœ…
      • New Zealand: Electronic Transactions Act (ETA) 2002 βœ…
      • Israel: Electronic Signature Law 2001
  • ⚑Automation
    • Workflow Filters
    • Re-run an automation
    • Review Block
    • Converting docs to different file types
      • Microsoft Word (.docx)
      • Microsoft Powerpoint
      • Create PDF outputs
      • Save an output as a Microsoft Excel file (.xlsx)
  • 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
      • How to set-up a Google Sheets source
        • Data Merge Settings for Google Sheets sources
        • Automatically create documents
      • How to set-up a Google Forms source
        • Data Merge Settings for Google Forms
        • Automatically create documents
        • Edit Response and Pre-filled Response Links
      • 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
  • πŸ‘₯Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • πŸ’³Billing
    • Update Billing
  • Developer
    • Build with Portant
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  1. Portant Add-ons
  2. Data Merge
  3. Advanced Settings

Editing tag names

How to edit and shorten tag names to help with the template formatting or to increase understanding

PreviousAdvanced SettingsNextTimezone, date and time format settings

Last updated 5 months ago

Was this helpful?

Sometimes you may need to edit a tag name to make it shorter to help with the template formatting or to increase understanding. You can easily edit tag names in Portant Data Merge with a few simple steps.

Editing a tag name

You can change tag names to make them shorter, or more understandable, by following these steps:

  1. Click the Source Row to open the options.

  2. Enter the new tag name in the text box

  3. Hit enter on your keyboard or click the row again. You know the tag has been changed when the tag icon in the button is solid blue (instead of outlined).

Note - Tag names need to be unique and can’t be the same as any other data source row or tag name.

Feedback and feature suggestions

Thanks,

Blake and James

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at

🎁
contact@portant.co
Animation showing how to add a custom tag