Reload the Saved Signer Invitation Template While Preparing a Request

Use Reload Template Message in Request Details when you want to discard message-body edits for the current invitation mode and restore the Signer Invitation content that QCDS loaded when this Request editor opened.

What Reload Template Message Actually Resets

The button resets the message body for the mode you are currently editing:

  • In Plain Text mode, it restores the loaded plain-text body.
  • In Custom HTML mode, it reloads the loaded Custom HTML body into the rendered editor.

It does not reset the Email subject. If you changed the subject and want the original wording back, restore it separately.

Reload Does Not Change Any Saved Template

Reload Template Message works only inside the unsent Request in your browser. It does not save, publish, disable, or otherwise modify the sender’s reusable Signer Invitation under Email Templates. It also has nothing to do with the published PDF Template used as the Request document source.

The Reload Source Is the Copy Loaded with This Page

QCDS sends the Signer Invitation source to the Request editor when the page is built. Reload Template Message restores that page-loaded copy; it does not make a new server request to fetch a template that may have been changed in another browser tab afterward.

If the saved Signer Invitation was changed after you opened this Request editor and you need the newer version, start/reload the Request workflow deliberately rather than assuming this button fetched the update. Remember that leaving an unsent streamlined Request can discard the current browser-only work.

Safe Use

  1. Choose the invitation mode whose body you want to restore.
  2. Select Reload Template Message.
  3. Review the restored body and the separate Email subject.
  4. Make any Request-specific changes that are still needed.
  5. Continue to Prepare & Send, run Check, and send only after the full transaction is ready.

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.