Advanced features

In this article we will show you how to fix the API developer invalid key error

in this article we will show you how to easily automate your invoicing process

In this article you will learn how to rescind a signature request from your workflow

In this article you will learn how to create an Incident Report from scratch

How to customise the signature request email formatting, including additional attachments

How to insert groups of rows of data into the same document

How to track when your emails (automated via Portant) have been opened

How to use add conditional content to a Google Form workflow

How to automatically create documents from Google Sheets sources

In this article we will show you how to add Google Sheets Charts to Google Docs and Google Slides

In this article, you will learn how to add and costumise folder and in your Google Drive outputs

In this guide article, we will show you how to easily add a hyperlink to your template

In this article you will learn how to copy a Portant support code

In this article, we will show you how to customize the signing portal including editing the branding, logo and the forwarding URL (Teams users only)

In this guide article, we will show you how to fix Invalid Tags error message

In this article we are going to show you how to refresh your source document

In this article you will learn how to rerun automation items in your workflow

In this article you will learn what to do if you see the 400 error during the creation of a workflow

You can perform simple calculations on tag values using Tag Formulas

You can place content inside a document depending on source values with IF statements

A great tool if you need to review (and edit) a document output before sending or saving

Adding conditions to Portant helps to create a more dynamic and flexible workflow

How to use combine multiple sheets into one data merge using the IMPORTRANGE or ARRAYFORMULA functions

Portant AI inserts Chat GPT powered content snippets automatically within your documents.

How to easily add images into Portant Workflow templates

In this article we will show you how easily create documents as Microsoft Word files

How to save generated document links back to the source spreadsheet

In this article we will show how easy save a presentation as a PowerPoint file

How to change the 'Sent From' email address to send emails from different addresses

How to send emails using your Microsoft Outlook account

Optimize your sales processes using Portant's Custom Properties to trigger HubSpot Workflows

How to request multiple signatures on one document

How to open the Developer Console to capture error reports for the Portant Support Team