Track Signer Viewing, Signing, and Identity Progress

QCDS tracks signer activity separately from email delivery. From the Requests list you can quickly see whether each signer has viewed or signed; the Request's Participants section provides the detailed per-person record, including Level 2 Identity Verification when it applies.

What the Requests List Shows

Each signer entry can show the person's name, primary email address, an additional-address count, company/title when available, and the latest activity:

  • Not viewed — no signer session has been used yet.
  • Viewed — QCDS records the first signer-session use time.
  • Signed — the participant completed the required signing action; QCDS shows the completion timestamp when available.

These times are displayed in the Request/workspace time zone.

Use Participants for the Full Record

Open the Request and select Participants. QCDS shows each participant once even when a saved Contact contributed multiple email addresses. The participant card includes Role, Viewed, Signed, Identity Verification when applicable, and an Email delivery row for each frozen address.

Viewed comes from the earliest recorded signer session for that participant. Signed comes from the participant completion timestamp. Viewing therefore does not imply that the signer completed any required field or submitted the Request.

Identity Verification Progress

When Level 2 Identity Verification applies, QCDS can show:

  • Identity: Not Started
  • Identity: In Progress
  • Identity: Verified
  • Identity: Failed
  • Identity: Verification Unavailable

After verification succeeds, Participants can also display the provider-verified identity name when one was retained. Identity status is its own gate: a participant can have opened the signer page without being verified, and verification by itself is not the same as signing/submitting the Request.

Multiple Email Addresses Stay Visible

If a Contact had multiple frozen email addresses, QCDS shows delivery status for each address under the same participant. This lets you distinguish signer progress from address-specific failures: one address may fail while another invitation for the same signer remains usable.

Use Timeline for Chronology

Participants answers “what is this person's current state?” For the sequence of events—invitation sent, opened, completed, reminders, corrections, or request completion—use the Request Timeline.

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.