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March 22, 2021
Question

Using a .csv to merge content into multiple documents at the same time?

  • March 22, 2021
  • 0 replies
  • 198 views

I would like to use MegaSign to send a document out to multiple recipients.  I plan to use a .csv to merge recipient-specific data into their version of the document.  I would also like to include several documents with merge fields in the single send action.  Can a single .csv pass data to multiple documents?  Note that I will have the fields and columns named correctly.  I would also point out that the fields between the two documents could be unique and or could be the same (e.g. recipient name, recipient address)

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