To edit a step name:
- Go to Sign Requests or Templates as applicable.
- Search for and select the sign request or template you want to edit.
- Enable checklists if you haven’t already.
- 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.
- Click the step name appearing at the top left of the step.
- Make your desired edits.