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Automate your document workflows.
Delete repetition from your workday, so you can get back to the kind of work only humans can do.

#documentautomation #googleworkspace
Feature Demo - Team Role Permissions
3:18
8 месяцев назад
Flujo de Trabajo para Facturación
4:56
10 месяцев назад
Feature Demo - Data Grouping
2:32
Год назад
Feature Demo - eSignatures
3:15
Год назад
Introducing Portant Workflow
3:18
2 года назад
Комментарии
@RebeccaHobbs-l3z
@RebeccaHobbs-l3z 15 дней назад
You ROCK! Thank you!
@portant
@portant 15 дней назад
Thanks Rebecca!
@sepanodebulan5789
@sepanodebulan5789 17 дней назад
Gmail say, it has been block
@portant
@portant 15 дней назад
Please email contact@portant.co and we'll get in touch when it's back. We are just resolving an issue with Google at the moment
@AliKhan-cr6cv
@AliKhan-cr6cv 23 дня назад
is there anyway you can use WordPress form on my website to half customer answer, questionnaires and sign and that turns into a PDF? If not, what is the work around ?
@portant
@portant 22 дня назад
You can use our Webhook feature to send the results from the Wordpress Form to a Portant workflow to create a document
@chelseaow9241
@chelseaow9241 Месяц назад
I can’t see any my table or text just picture of my logo , help!
@portant
@portant Месяц назад
no problem please reach out to support@portant.co and we'll help you :)
@roseannmacaraeg-b5z
@roseannmacaraeg-b5z Месяц назад
What is the formula if timestamp will only reflect if the previous column has Resolved
@portant
@portant Месяц назад
Conditional based formula are also available in other tabs: docs.google.com/spreadsheets/d/1JzwIRxAQGCIstW_a32D1YzeJtDbtS5D4VxkTXxYkZwY/edit?usp=sharing Remember the cell needs to be blank and then change to a value for the formula to work :)
@EmmaHall-u8w
@EmmaHall-u8w Месяц назад
This is really interesting!
@portant
@portant Месяц назад
Glad you like it Emma!
@Franco24024
@Franco24024 Месяц назад
Amazing, thanks for the info James!
@portant
@portant Месяц назад
Glad it was helpful!
@lpernrfaliboy3077
@lpernrfaliboy3077 Месяц назад
Positive
@mbmnpsprs11
@mbmnpsprs11 Месяц назад
Is there a way to make the prefilled link within a QR code and then auto-submit as if clicking on the submit button? This used to work.
@Mariosuarez64
@Mariosuarez64 Месяц назад
Have you figured this out yet? This is exactly what I'm trying to do. I have a solution that submits the entire form, but I have other sections that I wish for the user to fill out before submitting the entire form.
@delmargoonetileke
@delmargoonetileke 2 месяца назад
Thank you so much, saved me lot of trouble.
@portant
@portant 2 месяца назад
You're welcome :)
@zhincic
@zhincic 2 месяца назад
That's great! But, how would I set up a price tag for my services and where would the Google Sheets get the information from users from?
@portant
@portant 2 месяца назад
There are lots of options. You could set up the product prices in a separate tab in the sheet and then use a =vlookup() to reference them. Feel free to book in a time with us to discuss: calendly.com/portant/customersuccess Cheers, James
@NadiaKiel
@NadiaKiel 2 месяца назад
Hi! I've utilized this formula and it works. However, whenever I go back into the sheet, the timestamp updates to the latest date that the file was accessed. Is there a solution for this? Thanks in advance!
@portant
@portant 2 месяца назад
I think something might be refreshing the cells that the timestamp formula is checking. (essentially making the cells go blank and then insert data again) Do you think this could be the case?
@NeenaPhillips
@NeenaPhillips 2 месяца назад
SUPER helpful!!
@AndrewBarrett-r5u
@AndrewBarrett-r5u 2 месяца назад
This will help me immensely, was quick and simple. Thank you sir, you rock!
@portant
@portant 2 месяца назад
You are most welcome!
@AccountingDept-q5n
@AccountingDept-q5n 3 месяца назад
The timestamp only updates for me when I delete the reference cell data before changing it, is that normal?
@portant
@portant 3 месяца назад
Yeah, using this method, the cell needs to be blank first and then the timestamp will be logged when there is a value in the cell.
@TracieZamiska-w7f
@TracieZamiska-w7f 3 месяца назад
this is not working for me :( it is only populating 12/30/1899 - any ideas?
@portant
@portant 3 месяца назад
Select your time column, go to Format -> Numbers -> Select Time Format or date/time if you want. It should fix your problem. Cheers!
@lpernrfaliboy3077
@lpernrfaliboy3077 3 месяца назад
Positive
@JessPeBenito
@JessPeBenito 3 месяца назад
Is it possible to use this with ARRAYFORMULA? Or is it a totally different formula?
@madonionslicer
@madonionslicer 3 месяца назад
Legend! Thank you!
@portant
@portant 3 месяца назад
You are welcome! ✌
@EmmaHall-u8w
@EmmaHall-u8w 3 месяца назад
Awesome!
@portant
@portant 3 месяца назад
Glad you like it Emma! 🙌
@ctm1
@ctm1 3 месяца назад
If a form has multiple different “incidents” each with different types of information needed, would it create a new form based on the information selected?
@portant
@portant 3 месяца назад
Hello there! You can create a form that has different sections that are displayed based on answers in the form: support.google.com/docs/answer/141062?hl=en-GB Please give me a shout if you have any questions. Cheers, James
@jeffbrown2115
@jeffbrown2115 4 месяца назад
I REALLY appreciate that this video is 1 minute long. This wasted NONE of my time. Other people making these types of videos would have made it 8 minutes long. Cheers!
@portant
@portant 4 месяца назад
Straight to the point :) 0% BS
@fajarsurahman
@fajarsurahman 4 месяца назад
file not found
@portant
@portant 4 месяца назад
It works on my side, please can you send me a link where it's not working for you?
@AlemAbebe
@AlemAbebe 4 месяца назад
Is it possible to send an Invoice from your platform to a WhatsApp Number?
@AlemAbebe
@AlemAbebe 5 месяцев назад
While generating invoices to send via Gmail, do the recipients also have to have a Gmail account for them to receive the invoice?
@portant
@portant 5 месяцев назад
Hello! No, they don't need to have a gmail account. Invoices can be sent to anyone with a valid email address. Please let me know if I can help with anything else. Cheers, James
@AlemAbebe
@AlemAbebe 5 месяцев назад
@@portant Is it possible to send the same Invoice to a WhatsApp Number?
@portant
@portant 4 месяца назад
@@AlemAbebe Not yet, but send me an email to james@portant.co and I will let you know when this feature is ready.
@Resutas
@Resutas 5 месяцев назад
Im getting "0" as value, or something like this "45435.69533". What I am doing wrong?
@portant
@portant 5 месяцев назад
Hey there, have you set the column format to a date?
@MatthewElliott-ws3nn
@MatthewElliott-ws3nn 5 месяцев назад
So for $50/month I can get Google to do what it should already be built for? Pffft. I guess I'll have to stick to Quickbooks for now.
@portant
@portant 5 месяцев назад
We don't control the Google Sheets product, but we do give it super powers. If cost is an issue, you might want to try our Add-on: gsuite.google.com/marketplace/app/portant_data_sourcer/1016888648275
@Star1320Light
@Star1320Light 5 месяцев назад
This video is unsavable. :( My ADD brain will never see it again. This is often because it is presaved in the presenting to your video production on RU-vid settings you choose for your video is set to: Made for Children. I've often wondered if it's because it;s saved as Educational. I cannot save most of the good homeschool videos for my children and RU-vid hasn't listened to me about the problem...but (siderant:) continues to push this BS unhealthy Crap to the kids instead. Back to point: Your videos are good; fix the setting so we can remember. Thanks.
@MrWestSky
@MrWestSky 5 месяцев назад
This was SO GOOD, thank you so much!!!
@portant
@portant 5 месяцев назад
I'm glad you liked it!
@MrWestSky
@MrWestSky 5 месяцев назад
@@portant Hey, question... do you know how to make it so that the date will also change after the cell changes a second time? Cause it only works when the cell is blank and then it changes but if in the future it changes again it's not saving the new date. Thanks!!!!
@portant
@portant 5 месяцев назад
@@MrWestSky Hey! Sorry this is probably only possible using Google Apps Script.
@portant
@portant 5 месяцев назад
@@MrWestSky Sorry! I think this would only be possible using Google Apps Script.
@ettykett
@ettykett 5 месяцев назад
"Is it possible to replicate this in Tally forms? I think it's really good."
@portant
@portant 5 месяцев назад
Sorry, I don't understand the question. This is how we create documents from Tally Form Submissions.
@mayouchay
@mayouchay 6 месяцев назад
Please wrtie the formula here so we can copy
@portant
@portant 5 месяцев назад
Sorry, it looks like this service has been deprecated by Google: developers.google.com/chart/infographics/docs/qr_codes
@yuenwne1
@yuenwne1 6 месяцев назад
thanks for the instruction, i can even use it for array formula.
@portant
@portant 5 месяцев назад
Awesome :)
@idigdeepyoutube
@idigdeepyoutube 4 месяца назад
How can I convert this into an array formula please?
@portant
@portant 4 месяца назад
@@idigdeepyoutube It's in the last tab of the Google sheet: docs.google.com/spreadsheets/d/1JzwIRxAQGCIstW_a32D1YzeJtDbtS5D4VxkTXxYkZwY/edit#gid=846366950
@JBHecock
@JBHecock 6 месяцев назад
Hey there! This is so helpful. I am having one issue though....in the very first cell I put the formula in, it always comes back with "December". It doesn't matter the month, it is always December. Any thoughts on how to fix this issue? Thanks in advance!!
@portant
@portant 5 месяцев назад
Hey there, the cell the formula is referencing needs to be blank first and then contain some information. Please try this and let me know how you get on. Cheers, James
@JBHecock
@JBHecock 5 месяцев назад
@@portant That totally worked!!!! Thanks!!!!
@portant
@portant 5 месяцев назад
@@JBHecock Awesome! Glad to help!
@floydthorne6444
@floydthorne6444 6 месяцев назад
In my Google Contacts, I have a Picture of the Contact. Is it possible to add that picture to a Mail Merge document via the link?
@portant
@portant 6 месяцев назад
When you export the Google Contacts to google sheets are the images stored as urls?
@mizoteles
@mizoteles 6 месяцев назад
Awesome!!!!
@portant
@portant 6 месяцев назад
Here's a video to learn more about how to setup eSignatures with Portant: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DH5EC7vHD9Q.html
@MiSsGaByCiTa
@MiSsGaByCiTa 6 месяцев назад
Awesome!
@mussanadirjan2779
@mussanadirjan2779 6 месяцев назад
what if i want a data entered time coulum and data update time column separately?
@niyongerejuvenal578
@niyongerejuvenal578 7 месяцев назад
super,excellent
@LostOrStolen
@LostOrStolen 7 месяцев назад
What about a search feature of a site that is not google? Can that be pre filled?
@portant
@portant 7 месяцев назад
Sorry, please can you explain a bit more about the use case?
@snesmaniac228
@snesmaniac228 7 месяцев назад
​@@portantso RU-vid has a a search feature. I would want to access youtube's url but have the search box pre filled.
@portant
@portant 7 месяцев назад
Unfortunaltey I don't think Portant is the solution you are looking for@@snesmaniac228
@Nova.369
@Nova.369 7 месяцев назад
Can i automate this to add the formula when i insert a new row?
@portant
@portant 7 месяцев назад
Yeah, this could be on every row of a spreadsheet and would be blank until there was data in the row.
@ElisRico-x9i
@ElisRico-x9i 7 месяцев назад
8 nnnlk
@TiffanieSmith-e6d
@TiffanieSmith-e6d 7 месяцев назад
From what I understand, custom blocks can not be used organization wide...correct?
@portant
@portant 7 месяцев назад
Unfortunaltey that is correct. You can add it as a feature request if you Open Google Docs > Help > Help Docs improve Then add your feature request.
@udemycourses725
@udemycourses725 7 месяцев назад
This is a wonderful tool. Thank you for creating it :).
@portant
@portant 7 месяцев назад
You are so welcome :)
@ApplicationsAdministrator
@ApplicationsAdministrator 7 месяцев назад
this is EXACTLY what I've been wanting to do; however, I have TWO parameters. How can I create a prefill link for both so that when I pass the cell value it populates both fields in the Google Form?
@portant
@portant 7 месяцев назад
You can create the prefilled link for two questions (using the method in the video) and then use a formula to concatenate all answers together, like this: =CONCATENATE("docs.google.com/forms/d/e/1FAIpQLSdnUyN6NKKgxCTP6lbTX3sPFj8ndhmp27WFGEC3ZBCwmTh-ew/viewform?usp=pp_url&entry.631548922=",A2,"&entry.862686484=",B2,"&entry.862686484=",C2)
@pak_guru_toro
@pak_guru_toro 7 месяцев назад
Thanks you, for this information 😊
@portant
@portant 7 месяцев назад
You're welcome :)
@EllaPeile
@EllaPeile 7 месяцев назад
Hello! This was super clear, thank you. Is there a way to make a link point to the same pre-filled form? I.e. clicking the same link a second time will open the same specific response, rather than generating a new response? Thanks!
@portant
@portant 7 месяцев назад
Sure thing, you can turn on a setting to enable you to edit Google Form responses after they've been submitted. Here is a guide to show you how: support.google.com/docs/answer/2839588?hl=en#zippy=%2Callow-people-to-edit-responses