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How to sign up

Approving Portant in Microsoft 365 (Entra ID)

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Support tickets Support codes Screenshots Developer console Common questions 400 error Resolving Microsoft permissions issue Resolve API developer key is invalid error How to request a transfer of your Portant account

Sources

HubSpot

How to install the Portant app in HubSpot How to add Portant app cards to HubSpot Create a document in HubSpot How to manage and select HubSpot properties Full list of available HubSpot properties Trigger HubSpot workflows from Portant Add a Portant action to a HubSpot workflow How to view created documents in HubSpot Add multiple line items into a single document Add deal tags using Portant document statuses Portant eSignatures + HubSpot Review and approve documents in HubSpot Capture data back to HubSpot with HubSpot capture fields Generate documents from any custom object in HubSpot

Google Sheets

Google Sheets auto-create How to source data from multiple sheets Saving document links to your sheet Data grouping

Google Forms

Add formula fields to your Google Form workflow Tags for Google Forms

Webhooks

Webhook data grouping

Copper

Installing the Copper integration Create your first Copper workflow Generating your first document from Copper

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Templates

Microsoft PowerPoint

Use Cases

Quotes Proposals Contracts

E-signatures

eSignatures Requests Getting Started Request Signatures (without a source) Manual Signature Request - PDF upload Request Multiple Signatures Customise Signature Request Email Create Preview Links for Signature Requests Preview links for signature requests Signature link expiry Resend signature requests Cancel Signature Add Audit to eSignatures Request Info On Signing eSigning Laws & Compliance United States e-Sign Act and UETA Canada PIPEDA and Electronic Transactions Act EU eIDAS regulation for electronic signatures UK eIDAS regulation and Electronic Communications Act 2000 Australia Electronic Transactions Act (ETA) New Zealand Electronic Transactions Act (ETA) 2002 Israel Electronic Signature Law 2001

Other

Incident Report Quarterly Business Reviews Invoices Convert Form Responses to PDFs

Features

Customization

Adding Hyperlinks Adding Images Use custom tag names Tag Formulas Global tags Tag formulas Tag if statements Invalid Tags Tag checker Dynamic Google Sheets Charts

Payments

Add online payment links Add Stripe Payment Links to Your eSign Portal

Automation

Workflow Filters Re-run an automation Converting docs to different file types Microsoft Word (.docx) Microsoft PowerPoint Create PDF outputs Save an output as a Microsoft Excel file (.xlsx) Review and Approve Documents

Send with Email

Share a Doc via Email Email Tracking Send from aliases Send Outlook Emails Customize Your Email Content with HTML Editing Email Drafts in Portant Workflows

Save File Outputs

Customize Output File names Auto-filing Output Files Changing Output Folder Save to OneDrive Search and filter your outputs Deleting Outputs in Portant

Data Merge

How to set up a Google Sheets source Data merge settings for Google Sheets sources Automatically create documents (Sheets) How to set up a Google Forms source Data merge settings for Google Forms Automatically create documents (Forms) Edit response and pre-filled response links Inserting images Advanced settings Editing tag names Timezone, date and time format settings Editing the output folder Conditional logic for emails Conditional logic for data merges Data grouping in Portant Data Merge

AI

Example prompts Dynamic proposal template step-by-step guide

Reference

Account

Change Language Settings How to Set Up Your Account's Global Formatting Settings Delete Multiple Workflows at Once

Team

Creating Your Team Sharing Workflows Creating Folders in the Workflows Tab Managing team permissions Whitelabeling eSign Portal

Billing

Partners

Partner Program

Developers

Tutorial: Create a workflow Send data to Portant via webhooks Listen to events from Portant via webhooks API Reference: Workflows API Reference: Source API Reference: Document API Reference: Google file API Reference: Outgoing webhook API Reference: Team API Reference: Owner

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Templates

Templates

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Written by

James Fyfe

CEO at Portant

James leads Portant and helps teams automate document workflows.

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