Hyperlink tags

Insert a tag as a clickable link instead of plain text. Useful when you want recipients to click through to a payment page, a personalised portal, a contract, or anything else with a unique URL per row.

Add a hyperlink tag to your template

This guide goes straight to setting up a hyperlink tag. If this is your first Portant workflow, see the quickstart first.

Start by adding a column in your source data with the URLs you want to use:

Open the template block and find the source table on the right side of your screen:

Find the tag that holds your URL and click the dropdown next to it:

The first field, Custom tag, lets you rename the tag. For more, see custom tag names.

In the Insert value as field, select Link:

Optional: in the Link display as field, set the text the link should show. If you leave it blank, the URL itself is used.

You can use other {{tags}} inside the display text field.

Click Copy and paste the tag wherever you want the link to appear in your template:

When the workflow runs, the hyperlink shows up in your output documents as a clickable link.