Assign Every Interactive Field Before Sending a QCDS Request

Map fields to the correct signer or sender, use saved Contact data, recognize unassigned blockers, and understand inherited assignments.

This guide applies to All plans; sender and follows the accepted QC Digital Signature 2.0.7 implementation. Where older walkthrough language differs from the current interface or source behavior, use the current QCDS state as the authority.

Before You Begin

  • Use a published Template and confirm the required Contacts are present before opening the Request workflow.
  • Finish unsent work in the current browser session. The streamlined flow does not present ordinary new Requests as persistent server-side drafts before Send Now.
  • Confirm Joomla mail and the current request allowance before production sending so a delivery or entitlement issue is found early.

Step-by-Step Workflow

  1. Start from the correct published Template and complete Request Details.
  2. Open Prepare & Send and make the Request-specific assignment/routing/content change.
  3. Use Check to validate all interactive fields and participants.
  4. Review allowance/entitlement, expiration, invitation content, and Identity Verification requirements.
  5. Use Send Now only after the preflight is clean, then confirm initial delivery history.

Map fields to the correct signer or sender

A QCDS Contact is reusable workspace data for a real participant. It can hold name information, company, title, phone, consolidated address, one or more email addresses, a Preferred Language, and private Notes. The Contact is not the historical Request itself: when a Request is sent, QCDS freezes participant data into the transaction so later Contact edits do not rewrite prior evidence. Signer-correctable profile fields can update the saved Contact after successful signing where the current field behavior allows it.

For Assign Every Interactive Field Before Sending a QCDS Request, verify this behavior using the actual object involved rather than a generic assumption. A global administrator setting, a sender-workspace preference, a reusable Template, and a sent Request have different ownership and history rules. QCDS is intentionally designed so changes for future work do not silently rewrite the evidence of an already-sent transaction.

Saved Contact data

A QCDS Contact is reusable workspace data for a real participant. It can hold name information, company, title, phone, consolidated address, one or more email addresses, a Preferred Language, and private Notes. The Contact is not the historical Request itself: when a Request is sent, QCDS freezes participant data into the transaction so later Contact edits do not rewrite prior evidence. Signer-correctable profile fields can update the saved Contact after successful signing where the current field behavior allows it.

For Assign Every Interactive Field Before Sending a QCDS Request, verify this behavior using the actual object involved rather than a generic assumption. A global administrator setting, a sender-workspace preference, a reusable Template, and a sent Request have different ownership and history rules. QCDS is intentionally designed so changes for future work do not silently rewrite the evidence of an already-sent transaction.

Recognize unassigned blockers

A QCDS Contact is reusable workspace data for a real participant. It can hold name information, company, title, phone, consolidated address, one or more email addresses, a Preferred Language, and private Notes. The Contact is not the historical Request itself: when a Request is sent, QCDS freezes participant data into the transaction so later Contact edits do not rewrite prior evidence. Signer-correctable profile fields can update the saved Contact after successful signing where the current field behavior allows it.

And understand inherited assignments

A QCDS Contact is reusable workspace data for a real participant. It can hold name information, company, title, phone, consolidated address, one or more email addresses, a Preferred Language, and private Notes. The Contact is not the historical Request itself: when a Request is sent, QCDS freezes participant data into the transaction so later Contact edits do not rewrite prior evidence. Signer-correctable profile fields can update the saved Contact after successful signing where the current field behavior allows it.

How This Fits into the QCDS Workflow

The Request editor is the boundary between reusable preparation and an immutable transaction. QCDS lets you make Request-specific choices before sending, then freezes the final participants, fields, routing, message source, and other transaction context when Send Now succeeds.

Because Send Now is the transaction boundary, review the entire transaction immediately before sending: people, assignments, routing, expiration, invitation source, verification requirement, and request allowance.

Verify the Result

  • The Template validates and a new test Request renders the expected field/content behavior without changing older Requests.
  • Request Details shows the expected lifecycle, participant, Timeline, and delivery state after the action.
  • A direct follow-up test confirms the change affects future/current workflow behavior without rewriting historical sent Request evidence.

Common Mistakes to Avoid

  • Publishing before running Validate and resolving actual configuration problems.
  • Assuming a later Template edit will update a Request that was already sent.
  • Cancelling/recreating an otherwise valid Request just to repair one failed email address.
  • Leaving transient unsent work and expecting it to appear later as a persistent draft Request.

Troubleshooting

  • If the Request is partly successful, preserve it and repair the failed participant/delivery step. Successful links and recorded history should remain usable.

Operational Best Practice

Test meaningful changes with controlled data before relying on them in production. Keep QCDS, Joomla mail, Scheduled Tasks, and entitlement health observable; preserve successful Requests and completed evidence; and make the smallest change that solves the actual problem. For handoff or support, record the QCDS version, relevant Request/Template reference, the exact action taken, and the visible result without including secrets.

Community Discussion

Want to compare workflows, share practical tips, or discuss how you use this QCDS feature? Visit the QC Digital Signature Community. For private support, bug reports, account-specific issues, or feature requests, use the QuantaCade support system.