Use the QCDS Prepare & Send Screen

Prepare & Send is the final visual preparation screen for a streamlined QCDS Request. Use it to assign signer-controlled fields, review signer order, set Identity Verification where available, run the field preflight, and then create the immutable Request with Send Now.

Understand the Main Areas

• Signers strip: shows signers created by concrete field assignments. Select a signer to highlight that person’s fields.
• Routing: choose Everyone at once or Sign in order. In sequential mode, the signer strip can be reordered.
• Identity Verification: when the feature/provider is available, require verification per signer or for all signers. If it is unavailable, QCDS disables the control and exposes the reason.
• Fields and Field Assignment: place supported fields, search the current signer choices, and use Assign all, Assign selected, or Assign unassigned.
• PDF stage: inspect field position, page, size, assignment highlighting, and field-specific options directly over the rendered PDF.

Resolve the Signer Strip Before Sending

An Unassigned pill appears when signer-controlled fields still have assignment problems. Clicking a signer highlights that signer’s fields; clicking the Unassigned indicator helps locate the first problem. A Signed Date can inherit its signer from its linked Signature/Initials field rather than requiring an independent signer assignment.

Use Check as a Field Preflight

On the current streamlined browser-only Request, Check verifies the current builder field state—such as supported field types, page bounds, required Request Text, and concrete signer/link assignments. A clean Check means the visible field preparation is ready for the send attempt.

Check is not the final transaction commit. Send Now still performs server-side Request creation/validation, entitlement/allowance and other guarded send work before QCDS accepts the immutable transaction.

Send Now Is the Transaction Boundary

The streamlined Prepare & Send screen does not provide a normal Save button. Changes remain in the current browser until sent. After you confirm the Request Details, fields, signer assignments, routing, verification choices, and deadline, choose Send Now.

When the send succeeds, QCDS freezes the Request and redirects you to the Requests area. If a validation error blocks the send, correct that specific issue instead of recreating the whole document setup.

Final Review Checklist

• No Unassigned field warning remains.
• Each signer owns the intended fields.
• Everyone at once versus Sign in order matches the intended workflow.
• Identity Verification is enabled only where intended and available.
• Check is clean, and Request Details contains the correct title, expiration, subject, and message.

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.