In the Review request drawer where you see the Personalized Document checklist selected by default, you should see a dropdown for Organizer template on the top.  If you select from that dropdown the template you would like to use, that template will replace the personalized document checklist.

If you are not familiar with Intuit Link and its use, these articles and training videos should help:

https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339

https://proconnect.intuit.com/link/training/