Portant Docs
Launch PortantInstall App in Hubspot ↗︎
Portant Docs
Portant Docs
  • 👋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
  • 💫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 and approve documents in HubSpot
      • Generate Documents from any Custom Object 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
  • 📄Template Docs
    • Google Docs
    • Google Slides
    • 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
      • United States: E-SIGN Act and UETA ✅
      • Canada: PIPEDA and Electronic Transactions Act ✅
      • EU: eIDAS Regulation for Electronic Signatures ✅
      • UK: eIDAS Regulation and Electronic Communications Act 2000 ✅
      • Australia: Electronic Transactions Act (ETA) ✅
      • New Zealand: Electronic Transactions Act (ETA) 2002 ✅
      • Israel: Electronic Signature Law 2001
  • ⚡Automation
    • Workflow Filters
    • Re-run an automation
    • Review Block
    • Review and Approve Documents
    • Converting docs to different file types
      • Microsoft Word (.docx)
      • Microsoft Powerpoint
      • Create PDF outputs
      • Save an output as a Microsoft Excel file (.xlsx)
  • ✉️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
        • 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
  • 👥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
Powered by GitBook
On this page

Was this helpful?

  1. Portant Add-ons
  2. Data Merge

Inserting Images

How to add different types of images into your document template.

PreviousEdit Response and Pre-filled Response LinksNextAdvanced Settings

Last updated 6 months ago

Was this helpful?

Portant Data Merge can add images into your template. All you have to do is identify a source as an image and insert a placeholder image.

Adding images

You can easily place an image into a document in a few easy steps:

  1. Click the Source Row to open the options.

  2. Select the 'Insert as image' checkbox, this marks the row as an image row. To indicate the row as an image, the tag icon in the button changes to an image icon

  3. Click the Insert button to add a placeholder image.

  4. This image can be moved and scaled in your document and then Portant will insert the source images with their native aspect ratio.

Please note, in Google Docs, images can only be placed as in-line images. ('wrap', 'break', 'behind', 'in front' image options are not possible in a data merge). If you need to change the layer order of an image in a document please use a Google Slides file as the template (Data Merges with images on multiple layers works in Google Slides).

‍

Note | .jpg, .jpeg, .png and .gif file formats are supported.

Inserted images are always placed into the document with a locked aspect ratio (Portant doesn't distort any images to fit the placeholder). If an inserted image has a different ratio to the placeholder, Portant scales the height while maintaining the ratio ratio until placeholder width is reached.

Portant can use the following image links/urls:

  • Any public image url

  • Any Google Drive image url you have access to

  • Any image url uploaded via Google Forms

Feedback and feature suggestions

Thanks,

Blake and James

Additional resources

‍

Note - When using a Form to collect images, Portant will only be able to insert one per question. If multiple images are uploaded are added, Portant will select the first one. You can limit users to only upload one in

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

Portant can help you

🎁
form settings.
contact@portant.co
mail merge in Google Docs.
Google Docs In-line image option