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Merge e-signature envelope

in this video i want to show you how you can send an envelope by merging to template [Music] so if you want to send a document that's saved as template a and you also want to add the document saved as template b you need to be able to combine those two templates together and it's a bit tricky if you if you're not sure what you're doing it's a bit of a workaround but it can definitely save you a lot of time so in this video i'm going to show you exactly how you can merge two templates together to send an envelope and also show you how you can save those two templates as a combined template which are also called container templates for repeat scenarios because if you are already thinking that this will happen in the future you might want to have a third template that contains document a and document b combined so that you don't have to go through the process that i'm about to show you now which will still save you time but if you want to be super efficient you want to have your container templates also built so let's jump on the computer and see how that works and if we haven't met before my name is sofian saudi i help financial advisory firms automate paperwork using docusign esignature so if you're interested in getting a template or docusign integration done with your crm or any other database you can book a strategy call using the link in the description down below or if you want to become proficient at docusign and just want to learn how to master the tool yourself you can download one of my free resources i've got a great teach teachit to help you get started or you can also enroll in one of my courses all the links that i've mentioned just now or in the description just down below now let's take a look at the template that i actually want to merge to send two documents in the same envelope so my template a contains a document that's called document a it says document a in blue and i've got a recipient called signer there is no signing order there's just one recipient so then that is fine i could show you the next page but i mean it's only a field so there's nothing special about these documents now let's take a look at document b so if i open document b you'll see it's exactly the same document except that it says document b and it's not blue it's red now if i look at the recipient it says client so the very first thing you want to do when you want to merge two templates together is that you want to have the same recipients what i mean by this is that you need to have the same recipient role and same signing order we've only got...