To delete 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. 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.
  4. Hover over the step you want to delete or, if you are working on a mobile device, click the step.
  5. Click “Delete.”