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In this video, the presenter explains how to merge two templates to send an envelope. They detail the process of combining a document saved as Template A with another saved as Template B, noting that it can be tricky without proper guidance. The tutorial provides a workaround for this merging process, emphasizing that it can save time. Additionally, the video illustrates how to create a combined template, referred to as a container template, for repeat scenarios. This allows users to efficiently reuse the merged templates in the future, minimizing the need to repeat the merging steps.