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Participant
October 21, 2016
Question

How can I preview documents before sending?

  • October 21, 2016
  • 2 replies
  • 2668 views

I have a need to send 5+ documents to many people (500+).  I am using MegaSign. How can I review the data merged documents before sending to ensure that the data fields are being placed correctly in the documents....name, addresses are not being cut off, formatting is all aligned with real data being pulled in from my data file?  With a word Mail merge, the merge happens, you can view all the docs to ensure all looks as expected before sending to a recipient. How can I do the same with MegaSign?

The preview feature looks like it only allows a preview of where the input fields are placed, it does not allow a preview of the document with the merged fields from the data file.

2 replies

Participant
February 6, 2017

I put in a support ticket with Adobe, and that's essentially what they told me -- that you can only preview where the input fields are placed.

Has anyone come up with a workaround for this? We're going to be sending hundreds of documents at one time, and for the sake of keeping it legal, we need to be able to preview them somehow before hitting the send button. Is there an add-in or could another program in Creative Cloud take up that slack?

Participant
June 6, 2023

One would think Preview would be a Key Feature.

MichaelKazlow
Legend
October 22, 2016

Make a Megasign with ony one data item with  test data.