Use Bulk Assignment and Inherit Signer Assignment During Request Preparation

QCDS 2.0.7 lets you assign many signer-controlled fields at once in Prepare & Send. It also preserves signer inheritance where a field relationship requires it—most importantly, a Signed Date inherits the signer of its linked Signature or Initials field.

Use Bulk Assignment for Direct Signer Ownership

  1. Open Prepare & Send for the unsent Request.
  2. In Field Assignment, search for the signer you want. The current choices include the sender and concrete Contact-based signer roles available to the Request.
  3. Use Assign all to assign every eligible signer-controlled field, Assign selected to change only your current field selection, or Assign unassigned to fill only fields that do not yet have direct ownership.
  4. Review the signer strip and field highlighting after the change.

Bulk assignment does not treat creator-controlled content such as Document Text or Request Text as signer fields. Signed Date is also excluded from ordinary bulk assignment because its ownership comes from its linked signing field.

Assign One Field Precisely

For a single field, open that field’s options and use the signer search. The active Request builder searches the current signer roles by name, Joomla username, email address, and company. Changing one field does not silently reassign unrelated fields.

Understand Signer Inheritance in Current QCDS

The current 2.0.7 Request builder does not expose a general “inherit signer from any field” control for arbitrary new fields. The normal inheritance workflow is the linked Signed Date: choose or add a Signed Date for a specific Signature or Initials field, and QCDS copies/resolves that parent field’s signer automatically.

The server can still resolve stored assignment links recursively for compatible historical/request data and rejects a missing or circular link. Do not manufacture those links manually; use the controls QCDS exposes in the current builder.

What Happens When the Parent Assignment Changes

When a Signature or Initials field changes signer, QCDS synchronizes its linked Signed Date so the date continues to belong to the same signer. If the parent signing field is unassigned, the linked date cannot resolve a concrete participant either.

Verify Before Send Now

  • The signer strip shows the people you expect.
  • Each signer highlights the intended fields.
  • The Unassigned indicator is gone.
  • Each Signed Date points to the correct Signature or Initials field.
  • Check is clean before you attempt Send Now.

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.