Open QCDS Request Details and Understand the Overview

Request identity, current status, timing, routing, documents, participant summary, artifacts, and where to find delivery/completion information.

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 Requests and work from the actual Request Details instead of recreating a transaction when one delivery address or reminder needs attention.
  • Separate document/signing status from email-delivery status. A valid signer link or Completed PDF can remain valid even when a particular email delivery failed.
  • Preserve the Request history when correcting addresses, retrying delivery, cancelling, or archiving.

Step-by-Step Workflow

  1. Open the QCDS screen or record that owns the topic so you are reading the current state rather than an old screenshot or memory.
  2. Compare the visible state with the current 2.0.7 rules described in this guide.
  3. Identify whether the value belongs to global installation settings, one sender workspace, a reusable Template, or one immutable/sent Request.
  4. Make changes only at the layer that owns the behavior.
  5. Verify the result with a safe test and preserve historical Requests/evidence.

Request identity, current status, timing, routing, documents, participant

QCDS currently exposes two ordinary routing modes. Everyone at once lets all active signers work independently in parallel. Sign in order activates signers sequentially, so later signers are not treated as active until the earlier required signer completes. Changing routing before Send Now changes invitation timing; after the Request is sent, the frozen routing belongs to that transaction history.

For Open QCDS Request Details and Understand the Overview, 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

QCDS currently exposes two ordinary routing modes. Everyone at once lets all active signers work independently in parallel. Sign in order activates signers sequentially, so later signers are not treated as active until the earlier required signer completes. Changing routing before Send Now changes invitation timing; after the Request is sent, the frozen routing belongs to that transaction history.

For Open QCDS Request Details and Understand the Overview, 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

QCDS currently exposes two ordinary routing modes. Everyone at once lets all active signers work independently in parallel. Sign in order activates signers sequentially, so later signers are not treated as active until the earlier required signer completes. Changing routing before Send Now changes invitation timing; after the Request is sent, the frozen routing belongs to that transaction history.

How This Fits into the QCDS Workflow

Request management is designed to repair the narrow failed step while preserving successful signer links and historical evidence. Delivery errors, reminders, cancellation, completion, and archival are lifecycle actions on one transaction—not reasons to overwrite its record.

QCDS records lifecycle and delivery events so a repair can be visible rather than silently replacing what happened. That is especially important for address corrections, retries, cancellation, reminders, and completed-document resends.

Verify the Result

  • Request Details shows the expected lifecycle, participant, Timeline, and delivery state after the action.
  • A direct follow-up test confirms the change affects future/current workflow behavior without rewriting historical sent Request evidence.

Common Mistakes to Avoid

  • Cancelling/recreating an otherwise valid Request just to repair one failed email address.
  • Leaving transient unsent work and expecting it to appear later as a persistent draft Request.

Troubleshooting

  • If due work is late, confirm the canonical task is enabled and being triggered; a correctly defined task on a quiet Joomla site can still remain overdue without a reliable wake-up mechanism.
  • If the Request is partly successful, preserve it and repair the failed participant/delivery step. Successful links and recorded history should remain usable.

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.