![]() Change the file nameīefore you start creating documents, you can edit your output documents’ name. This box is located under the Data Merge box. This is where you can edit the name, type and location of the output files. The next step after you have finalised the Data Merge settings, is to customise the Document Output settings. Portant can also help you mail merge with Google Docs or create invoices from google sheets Step 5 - Output document settings We have put together a more detailed article for each source type below: The main settings are shown on the front of this card and the advanced settings are in a menu accessible via a button in the top right hand corner. The Data Merge settings are located under the Data Source table. Source Table Header FunctionsĪn example data merge box for a Google Sheets data source Each column/question/field in the data source appears as a separate row in the table. Step 3 - Customise your template documentĪfter you have selected and connected a source, Portant Data Merge imports the column headers, questions or card fields into a table. In each source you need to identify the file or board you would like to connect to and then click continue. Please select the one you would like to learn more about below: Each source has some slight differences so we have made a bespoke page for each one. This is where you can vote on any integrations you would like to see Portant Data Merge work with in the future □ Connect and set-up your sourceĪfter you have selected the source you would like to connect to, you will need to set it up. Top Tip - If there is a different integration you are looking for you can click the External Apps button (at the bottom). Trello is good if you want to create documents as part of a kanban workflow (or if you have a Trello account).Google Forms is perfect if you would like to create an ongoing workflow (or if other people have the data you need for your documents) and you’d like to create a document every time someone completes a form.Google Sheets is better if you already have a data set you would like to create documents from.This is where you can select the kind of source you would like to connect from the following options: To open the Portant Data Merge Add-on, click on Add-ons > Portant Data Merge > Start Display and run third-party web content in prompts and sidebars inside Google applications - This enables us to display content inside the add-onĬlick Allow, then click Done and then you can close the marketplace window How to open the Add-on.Allow this application to run when you are not present - This permission enables automations to run when you don't have the application open.Connect to an external service - This is a general permission that allows us to send information between our servers and the add-on.View and manage your forms in Google Drive - Read data from the spreadsheets attached to your form, to place it into created documents or presentations.See, edit, create and delete your spreadsheets in Google Drive - Read data from your spreadsheets, to place it into created documents or presentations.See, create and edit all Google Docs documents that you have access to - Insert tags into the document you have open.View and manage your Google Slides presentations - Insert tags into the presentation you have open.See, edit, create and delete all of your Google Drive files - Make new folders and files in your drive, we never delete anything.We have put together explanation plain english list below: Google will display all the different permissions requests Portant Data Merge needs access to, to operate. Then you need to select which Google account you would like to install Portant Data Merge on. After you select install Google will ask you if you would like to continue.
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