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Use a template in an envelope

Video Tutorial

Watch the video tutorial or follow the steps below.

Step 1

From the dashboard, go to ‘Templates’.

Use a template step 1

Step 2

Locate the template you would like to use and click ‘Action’.

Use a template step 2

Step 3

Choose ‘Use’ from the dropdown of options.

Use a template step 3
Updated on 26 February 2026
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