Use Privacy-Obscured Presentation for Document Attachments

Configure privacy behavior so the completed PDF can obscure the attachment presentation while QCDS preserves the protected original for authorized evidence/package use.

This guide applies to All plans; sender and follows the accepted QC Digital Signature 2.0.7 implementation. Where older walkthrough language differs from the current interface or source behavior, use the current QCDS state as the authority.

Before You Begin

  • Open the current Template draft in the visual builder and confirm the PDF page you are editing is visible before placing or moving fields.
  • Decide which fields are signer-interactive, which are fixed creator content, and which values should be entered at Request time.
  • Keep assignment and required-state decisions intentional; the builder can publish reusable unassigned fields, but Send Now requires all interactive fields to resolve correctly.

Step-by-Step Workflow

  1. Open the Template draft in QCDS and wait until the PDF is visibly rendered.
  2. Make the field/layout/content change described in this guide.
  3. Review assignment, Required state, links/options, and page placement.
  4. Run Validate and correct every real problem before publishing.
  5. Save/publish, then start a test Request to verify the signer and Completed PDF behavior.

Configure privacy behavior so the completed PDF can obscure the attachment

A Document Attachment field accepts one PNG or JPEG image from the signer. QCDS preserves the protected original and can append a readable presentation page to the Completed PDF. When “Display attachment in completed PDF” is disabled, the attachment page remains in the evidence flow but its PDF presentation is heavily pixelated/obscured and marked privacy-protected; the original protected attachment is still retained for authorized Completed Package access.

For Use Privacy-Obscured Presentation for Document Attachments, verify this behavior using the actual object involved rather than a generic assumption. A global administrator setting, a sender-workspace preference, a reusable Template, and a sent Request have different ownership and history rules. QCDS is intentionally designed so changes for future work do not silently rewrite the evidence of an already-sent transaction.

The current QCDS workflow preserves the intended result

A Document Attachment field accepts one PNG or JPEG image from the signer. QCDS preserves the protected original and can append a readable presentation page to the Completed PDF. When “Display attachment in completed PDF” is disabled, the attachment page remains in the evidence flow but its PDF presentation is heavily pixelated/obscured and marked privacy-protected; the original protected attachment is still retained for authorized Completed Package access.

For Use Privacy-Obscured Presentation for Document Attachments, verify this behavior using the actual object involved rather than a generic assumption. A global administrator setting, a sender-workspace preference, a reusable Template, and a sent Request have different ownership and history rules. QCDS is intentionally designed so changes for future work do not silently rewrite the evidence of an already-sent transaction.

To verify before relying on this behavior in production

A Document Attachment field accepts one PNG or JPEG image from the signer. QCDS preserves the protected original and can append a readable presentation page to the Completed PDF. When “Display attachment in completed PDF” is disabled, the attachment page remains in the evidence flow but its PDF presentation is heavily pixelated/obscured and marked privacy-protected; the original protected attachment is still retained for authorized Completed Package access.

How This Fits into the QCDS Workflow

Field choice determines both the signer experience and the evidence rendered into the final artifact. Use the current streamlined palette for new Templates; legacy registry types may remain readable for compatibility but are not the design target for new work.

Field properties should communicate a clear signer task. Required fields should be discoverable, signer-information fields should reflect the participant snapshot, and fixed creator content should not masquerade as editable signer input.

Verify the Result

  • The Completed PDF/Package opens, preserves the signed source and evidence, and the Audit Trail remains readable.
  • A direct follow-up test confirms the change affects future/current workflow behavior without rewriting historical sent Request evidence.

Common Mistakes to Avoid

  • Asking signers to sign again when only final PDF generation or completion delivery failed.
  • Replacing a prior valid artifact before a regeneration attempt has been verified.

Troubleshooting

  • If the PDF preview or completed artifact fails, reproduce with a small known-good PDF and check QCDS Status/Scheduled Task health before changing field data.

Operational Best Practice

Test meaningful changes with controlled data before relying on them in production. Keep QCDS, Joomla mail, Scheduled Tasks, and entitlement health observable; preserve successful Requests and completed evidence; and make the smallest change that solves the actual problem. For handoff or support, record the QCDS version, relevant Request/Template reference, the exact action taken, and the visible result without including secrets.

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.