To add a step:

1. Go to Sign Requests or Templates as applicable.
2. Search for and select the sign request or template you want to edit.
3. Enable checklists if you haven’t already.
4. Click the form icon (third from the left) in the header. If you see a document icon instead, then you’re already in the form/checklist editor view and can go to the next step.
5. Click the “Add step” link appearing at the bottom left of the checklist page.