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In this video tutorial, the presenter explains how to merge two templates to send an envelope. The process involves combining a document saved as Template A with another saved as Template B, which can be challenging if not familiar with the steps. The tutorial aims to simplify this workaround, demonstrating how to merge the templates efficiently. Additionally, viewers will learn how to save the merged templates as a combined or container template for future use, facilitating repeat scenarios without the need to merge again. This approach is designed to save time and enhance efficiency when sending documents.