Tags
Tags are how Portant turns a static template into a personalised document. Drop a tag like {{first_name}} into a Google Doc, Slide, Word file, PowerPoint, or fillable PDF, and Portant fills it with the right value from your source for every document it creates.
What a tag looks like
A tag is the field name from your source wrapped in double curly braces: {{Field name}}. When the workflow runs, Portant replaces every tag with the matching value from that row, contact, or form response.
You can use tags anywhere in the document body, in tables, in headers and footers, and in email subject lines and body text.
When to use which tag
| If you want to... | Use this |
|---|---|
| Use a shorter, friendlier name than the column header | Custom tag names |
| Do maths, format dates, build addresses, sum values | Tag formulas |
| Show different content based on the data | Tag if statements |
| Insert values that stay the same across every workflow | Global tags |
| Catch typos and broken tags before you send | Tag checker and invalid tags |
| Turn a merged value into a clickable link | Hyperlink tags |
| Drop in a logo, signature, or product photo from a URL | Image tags |
| Pull a live Google Sheets chart into a slide | Dynamic Google Sheets charts |
Where to start
If you're new to tags, start with custom tag names so the tags in your template read clearly. Then move on to tag formulas once you want to do maths or formatting, and tag if statements when you want the document to change based on the data.
For repeating tables and totals across multiple rows, see line items. For deciding whether a document is generated at all (rather than what shows up inside it), see conditional logic.