When using a template, what must be done after selecting it for a single-use envelope?

When a template is selected for a single-use envelope in DocuSign, one key aspect is that while the template serves as a pre-defined structure, the underlying documents might not automatically populate within the envelope. This means the user has to take the additional step of ensuring that all necessary documents are added after the template selection. The template serves as a guide or a framework but does not replace the need for the user to confirm or add specific documents that are required for the envelope to be sent.

Choosing a template helps streamline the process by auto-filling certain details and settings, but it does not independently finalize the content or include documents automatically. This is crucial as it emphasizes the necessity for manual intervention to complete the envelope setup, solidifying the understanding that while templates enhance efficiency, they do not eliminate the requirement of verifying and including relevant documents.