How Request-Specific Signer Invitation Edits Relate to the Saved Email Template

When you start a new QCDS Request, its invitation Subject and Message begin from your current Signer Invitation email-template source. You can then change those values for that one Request without changing the reusable template saved under Email Templates.

The Saved Template Is the Starting Point

Request Details loads the Signer Invitation template that applies to the sender and uses its Subject, Plain Text, Custom HTML, and current format as the initial invitation content.

The page explicitly treats these as Request-level working values. Editing them does not save a new personal Email Template override and does not change what a future Request starts with.

Choose Plain Text or Custom HTML for This Request

The Request message editor has its own Plain Text and Custom HTML modes. Switching modes changes which Request-level message is active; it does not change the saved template's format.

When Plain Text is selected, QCDS intentionally does not freeze the reusable template's Custom HTML into the invitation snapshot. When Custom HTML is selected, QCDS sanitizes the HTML again at Send Now and requires visible content.

What Reload Template Message Actually Reloads

Reload Template Message restores the message body for the currently selected mode from the template copy that was loaded with the page. It does not reset the Request's Email subject, and it does not fetch a newer template version from the server.

If you edited the reusable Signer Invitation template in another browser/session after opening Request Details, reload the Request page if you want the newly saved template to become the starting source.

Send Now Freezes the Request-Level Invitation

Until Send Now succeeds, the streamlined Request preparation is browser-local. At Send Now, QCDS validates the active message, sanitizes Custom HTML again when applicable, and stores the Request-specific Subject/message with the immutable Request snapshot.

That frozen invitation remains part of the Request's historical transaction source. Later changes to the saved Signer Invitation template do not rewrite the sent Request.

Edit the Reusable Template When You Want a New Default

Use Email Templates when the wording should become the normal starting point for future Requests. Use the Request Details message editor when the wording is exceptional and belongs only to the transaction you are preparing.

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.