Bulk Assign, Search, and Right-Click QCDS Fields

Use QCDS contact search, Assign all/selected/unassigned, and right-click Field options to prepare large Templates faster. The current builder searches saved Contacts by identity details and keeps assignment changes explicit rather than silently applying them to future fields.

Search Saved Contacts

The assignment search matches saved Contact information including display name, linked Joomla username, email addresses, and company. Results are limited to matching saved Contacts in the builder's current workspace context.

Selecting a Contact establishes the role used by the assigned fields and copies the Contact defaults into those field assignments. This gives the later Request enough reusable identity context without changing the Contact into transaction history.

Use the Three Bulk Assignment Actions

After choosing a saved Contact in the assignment search, the builder provides three scopes:

  • Assign all: assigns all eligible active signer fields in the draft.
  • Assign selected: assigns only the currently selected eligible fields. Select multiple items with Ctrl/Cmd or Shift-click first.
  • Assign unassigned: fills only eligible fields that do not already have a role assignment.

Creator-controlled fields and Signed Date fields are excluded from normal bulk assignment. A Signed Date follows its linked Signature or Initials assignment instead.

Right-Click a Field for Focused Changes

Right-click an editable field to open Field options. Depending on the field type, the menu can expose Contact assignment, a field label, font size, Required state, Lock placement, Dropdown options, Request/Document text content, attachment display policy, linked Signed Date controls, Duplicate, and Delete.

The assignment search in Field options supports the same Contact search and also lets you return an eligible field to Unassigned.

Understand Assignment Inheritance

QCDS does not make the most recently selected Contact a hidden default for newly placed fields. New ordinary fields begin unassigned. Bulk assignment changes the fields you explicitly target.

The main intentional inheritance rule is for linked dates: a Signed Date linked to a Signature or Initials uses the same signer role. If the parent signature assignment changes, QCDS synchronizes the linked date assignment.

A Safe Large-Template Workflow

  1. Place the fields first.
  2. Use multi-selection and Assign selected for signer-specific blocks.
  3. Use Assign unassigned only after reviewing the remaining fields.
  4. Right-click unusual fields for one-off assignment/property changes.
  5. Review the assignment summary, then Save and Validate.
  6. Complete any intentionally deferred participant mapping when creating the Request.

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.