When using a checklist, but not a form, you can move documents between steps on the main checklist page. When forms are enabled, this functionality is not applicable.

To move documents between steps:

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. Add steps if you haven’t already.
5. Drag and drop documents between steps as applicable.