Advanced Settings

• Editing tag names: How to edit and shorten tag names to help with the template formatting or to increase understanding
• Timezone, date and time format settings: How to change how the date is formatted and what timezone the date and time is placed in.
• Editing the Output Folder: How to change change the output folder for a data merge
• Conditional logic for emails: How to add conditional logic to control when emails are sent
• Conditional Logic for Data Merges: How to use conditional logic to set the Data Merge to only operate on certain rows
• Data Grouping in Portant Data Merge: How and when to use data grouping into your template document.