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Using Mega Sign and merging data fields

New Here ,
Sep 03, 2020

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I've spent hours trying to figure out how to merge custom fields from the csv file into the mega sign process.  Why must it be so difficult? Office does this so easily.  I have more than 1 email in the file. I even tried creating a pdf form with the exact same custom field names - even tags.  No luck. 

 

We have 80 letters to go out with custom data for each one but the template is the exact same for every letter. It shouldn't be this difficult...... 

 

Any advice?

Thanks. 

Greg. 

 

Topics

Manage documents, User interface issues

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

Using Mega Sign and merging data fields

New Here ,
Sep 03, 2020

Copy link to clipboard

Copied

I've spent hours trying to figure out how to merge custom fields from the csv file into the mega sign process.  Why must it be so difficult? Office does this so easily.  I have more than 1 email in the file. I even tried creating a pdf form with the exact same custom field names - even tags.  No luck. 

 

We have 80 letters to go out with custom data for each one but the template is the exact same for every letter. It shouldn't be this difficult...... 

 

Any advice?

Thanks. 

Greg. 

 

Topics

Manage documents, User interface issues

Views

22

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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