QCDS - Templates & PDF Builder

Understand the QCDS boundary between reusable Template preparation and frozen Request snapshots so later Template edits never rewrite sent signing transactions.

Create a QCDS Template from a PDF, let QCDS prepare its protected canonical document, place fields in the builder, validate, and publish it for reuse.

Prepare PDF source files for QCDS Template intake, including DOC/DOCX conversion, upload limits, safety checks, rejection causes, and verification steps.

Edit a published QCDS Template safely by creating a successor draft, publishing a new version for future Requests, and preserving existing Request history.

Understand QCDS Template versions, draft revisions, publication, superseded history, and why newer versions affect future Requests without rewriting old ones.

Duplicate a QCDS Template into an independent workflow or delete it from active use while preserving existing Requests, completed PDFs, and audit history.

Get oriented in the QCDS multi-page visual builder: field and assignment tools, PDF stage, page navigation, editing toolbar, Save, Validate, and Publish.

Use QCDS builder Undo, Redo, Copy, Paste, Delete, Fit Width, and Zoom correctly, including selection, page context, keyboard shortcuts, and paste behavior.

Place, move, and resize QCDS fields accurately on PDF pages using normalized coordinates, page boundaries, resize handles, and placement locking.

Assign QCDS Template fields to saved Contacts, understand why new fields stay unassigned, and assign the sender correctly during Request preparation.

Use QCDS Contact search, Assign all/selected/unassigned, right-click Field options, and linked-date assignment behavior for large Templates.

Validate and publish a QCDS Template safely, including blocking checks, saved draft revisions, deferred Contact assignment, and immutable publication.

Use QCDS Lock placement correctly and understand the 2.0.7 limitation of Hidden by default, which is stored but not enforced in the active signer payload.

Troubleshoot QCDS Template and Request validation: PDF readiness, field geometry, Dropdown options, Signed Date links, assignments, and Request Text.