Duplicate or Delete a QCDS Template Safely

Use Duplicate when you want an independent Template as a starting point for a new workflow. Use Delete when a Template should leave active workspace use. QCDS preserves existing Request history and completed evidence instead of destructively removing transaction records.

Duplicate a Template for Independent Work

  1. Open Templates.
  2. Find the source Template and choose Duplicate.
  3. Open the new copy and review it before making workflow-specific changes.
  4. Validate and publish the duplicate when it is ready for use.

QCDS duplicates the source Template's reusable saved revision into a new Template identity. If the source has an active draft, that draft is the reusable source; otherwise QCDS uses the published version. The duplicate receives its own title, IDs, draft version, revisions, and independent protected document versions.

The duplicate is therefore not an alias pointing back to the original. Editing, publishing, or later deleting the duplicate does not rewrite the original Template.

What Duplicate Does Not Copy

Duplicating a Template copies reusable authoring content, not historical signing transactions. Existing Requests, signer activity, completed PDFs, tokens, evidence, and audit history stay with the transactions that already exist.

Delete a Template from Active Use

  1. Open Templates.
  2. Find the Template and choose Delete.
  3. Confirm the prompt: existing signed-request history remains unchanged.

QCDS treats Template deletion as a lifecycle change rather than destructive history erasure. If the Template has an active draft, that draft is abandoned. The Template is marked deleted, removed from normal active library use, and any active builder locks for it are released.

What QCDS Preserves After Delete

  • Published/superseded Template version history needed for provenance.
  • References from Requests that were already created.
  • Request participants, delivery history, signatures, evidence, and Timeline/audit records.
  • Completed PDFs and other transaction artifacts that belong to existing Requests.

A deleted Template cannot be used to create a new Request draft or duplicated from normal active use, but deletion does not invalidate transactions that already depended on it.

When to Duplicate vs. Edit

Edit when you want the next version of the same reusable Template. Duplicate when the new workflow should have its own independent Template identity and document storage. This distinction keeps version history meaningful.

Verify the Result

  • After Duplicate, confirm the new Template opens as an independent draft and changes do not appear in the source Template.
  • After Delete, confirm the Template disappears from normal active Templates while an older Request created from it still opens with its original evidence.

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.