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- [Presenter] The key difference between envelopes and templates is that an envelope is a one-time transaction, while a template is a blueprint for repeatable envelopes. Templates help simplify the sending process when you frequently send the same or similar documents to different people, or send different documents to the same people or role. Creating a template is similar to setting up an envelope and templates include documents, recipient roles and actions, an email subject and message, and fields. Benefits of using templates to automate workflows: templates can speed up your envelope creation process by leveraging the same components of an envelope that you use over and over again, reduce the risk of errors, such as missing recipients or misplaced fields, create a consistent sending experience by sharing templates with other users on your account. You may or may not have access to templates on your account. Your account administrator will determine this via template permission set...