Two templates- one envelope?

Question

I used to be able to send two templates in one envelope- there used to be a link after the "start" screen and if you clicked that you could select multiple templates.

Anyone know what happened to this function? Is there another way?

Community Expert · Accepted Answer

That functionality did change some time ago with the introduction of some new features that don't work with template merging. Instead, you can select the initial template, and once you're in the prepare screen for your envelope, you can select "Use a Template" from the document upload thumbnail (you may need to click "Advanced Edit" from the modal window to get there).

Community Post - Two templates- one envelope

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