Create a Personal QCDS Email Template Override

A personal QCDS email-template override lets one signed-in sender customize a template for that sender's workspace without changing the built-in default. The override remains a live source for future Requests until QCDS freezes the effective template set into a specific sent Request.

Open the Email Template Editor

  1. In the QCDS frontend, open Email Templates.
  2. Choose the template row you want to customize and select Edit.
  3. Review the Template title, Description, Subject, Format, Published setting, Useful tokens, and Plain-text message.

The editor uses optimistic locking. If the same personal template changed in another session, QCDS requires you to reopen it before saving rather than overwriting the newer change.

Choose the Format

Built-in HTML from Plain Text keeps your authored plain-text message and lets QCDS generate the branded HTML shell when the email is rendered. Custom HTML stores your own sanitized HTML body and requires that the Custom HTML contain usable content.

Subject and Plain-text message are required. Use the token buttons to insert supported placeholders at the cursor. Preview HTML can show sample substitutions and warns when unresolved token patterns remain.

Understand Published Yes and No

Published = Yes makes the personal override eligible for future Request freezing. No — use built-in default preserves the saved personal row but causes QCDS to freeze the built-in template for that key instead.

This gives you a safe way to keep customized work without activating it for future Requests.

Save and Send a Test

Click Save Email Template to store the personal row. Use Send Test from the Email Templates list to test the currently saved personal row—even when Published is No.

Send Test has exactly one permitted destination: the email address of the Joomla account currently signed in. It does not accept a posted recipient, Contact, workspace address, or administrator address as a substitute. If unresolved tokens remain after sample substitution, QCDS blocks the test rather than sending broken placeholders.

One Source Language Is Maintained

The sender maintains one authoritative source-language set. QCDS freezes that source with the Request and translates it for the recipient when needed. You do not need to edit and keep eight templates separately for every destination language.

Existing Requests Do Not Change

Saving or republishing a personal override affects future Request snapshots. It does not replace the frozen email-template source already stored with a sent Request.

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.