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How to Add the Portant Document Merge Power-Up to a Trello Board

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This guide will show you how to add the Portant Document Merge Power-Up to your Trello board. This Power-Up helps automate document generation directly from your Trello cards.

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Here's how to add the portant document merge power-up to a trello board in Trello

  1. Navigate to your Trello Boards

    First, open Trello and click on the "Boards" option in the left sidebar. This will display all your available Trello boards.

  2. Select a Trello Board

    From your list of boards, click on the specific board where you wish to add the Portant Document Merge Power-Up.

  3. Open the Board Menu

    Once inside your chosen board, locate and click the "More" menu icon, represented by three dots, in the top right corner of the board interface.

  4. Access Power-Ups

    In the board menu that appears, click on the "Power-Ups" option. This will open the Power-Ups directory where you can browse and add integrations.

  5. Find and Add Portant Document Merge

    In the Power-Ups window, select the "Automation" category from the left sidebar. Scroll down until you find "Portant Document Merge" and click its "Add" button.

  6. Confirm Power-Up Installation

    A confirmation dialog will appear. Click "Add" again to finalize the installation of the Portant Document Merge Power-Up to your Trello board.

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Frequently Asked Questions

After clicking the final 'Add' button, the Power-Ups screen will refresh, and you will see 'Portant Document Merge' listed with an 'Enabled' status, confirming its successful addition.