Open QCDS Request Details and Understand the Overview

Open any Request from the Requests page to reach its Request Details workspace. The current detail view is organized into Overview, Participants, Routing, Timeline, Delivery, and Files; Overview is the starting point for the Request's current condition and available actions.

Read the Status Banner First

The top of Overview shows the current customer-facing status and a short explanation. This banner combines the Request lifecycle with invitation or completion-email results, so it can distinguish situations such as Sent with errors or Completed with delivery errors without changing the integrity of the underlying Request.

Request Summary

The summary card shows:

  • Created — when the immutable Request record was created.
  • Sent — when sending began, or Not sent when no sent timestamp exists.
  • Expires — the Request deadline in the workspace time zone, or No expiration date.
  • Signer progress — completed required signers versus the total signer count.
  • Invitation emails — sent count and how many addresses still need attention.
  • Completion emails — shown after completion, with sent and needs-attention counts.

Issues Requiring Attention

If invitation or completed-document delivery has unresolved failures, Overview displays an Issue requiring attention card with a readable explanation. Use Open Delivery to inspect the result for each address, correct an eligible Contact email, retry an address, or stop further attempts.

Actions Change with the Request

For active unsigned Requests, Overview can offer Retry Failed Invitations, Send Reminder, and Cancel Request when their conditions apply.

For completed Requests, Overview can provide Download Completed PDF/Package, Regenerate Completed PDF, and Resend Completed Document. Regeneration uses the current renderer but does not change the preserved signatures, signer values, timestamps, or signing evidence.

If Final PDF Generation Failed

A Request in completion_failed receives a dedicated recovery card. QCDS explicitly preserves the completed signer values; Retry Final PDF retries document finalization without asking signers to sign again or clearing their stored values.

Move Deeper When Needed

Use Participants for per-signer progress, Routing for signing order/stages, Timeline for chronological activity, Delivery for per-address email operations, and Files for the completed artifact and technical integrity details.

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.