Guide users through complex signing processes with step-by-step instructions

To enable checklist:

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. Enable checklist. The enable checklist action will be a button in the center of the page or a toggle near the upper right of the page depending on your settings.