Checklist descriptions appear at the top left of the checklist page, and can be used to help guide signers through the signing process.

To edit a checklist description:

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 forms 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 checklist description (or the “Add description” placeholder) appearing at the top left of the checklist.
6. Make your desired edits.