When applying a template in DocuSign, which of the following is true?

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When applying a template in DocuSign, the process can involve various aspects of the setup, including documents, recipient information, and messaging. The assertion that the setup is applied without adding the documents is accurate in specific contexts, particularly when you are reusing the template's configuration for future use or just organizing the workflow without needing the actual documents to be included right away.

In practice, templates in DocuSign serve as a framework to standardize recurrent tasks, such as repeated requests for signatures or approvals, and they can include designated roles for recipients, specific fields for signatures, and other settings. However, you might choose to apply a template just for the purposes of setting up the workflow and not necessarily attach the documents until you are ready to send them. This flexibility allows users to prepare their envelopes with predefined settings without committing to the associated documents until later.

Considering the other options, some imply that all parts of the template must be included in the envelope or that messages are mandatory, which does not reflect the varied scenarios in which users work with templates. This flexibility in using templates makes it a versatile tool in DocuSign, allowing users to streamline their processes according to their specific needs.

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