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In this video tutorial, the presenter explains how to send an envelope by merging two templates. The process involves combining a document saved as template A with another document saved as template B, which can be challenging without guidance. The video outlines a workaround that can save time when sending documents. Additionally, viewers will learn how to save the combined templates as container templates for future use, allowing for more efficiency in repeated scenarios. Creating a third template that merges both documents enables quicker access and reduces repetitive effort in the future.