Get Oriented in the QCDS Multi-Page Visual Builder

The QCDS visual builder combines a field/assignment sidebar, a rendered PDF stage, page navigation, editing tools, Save and Validate controls, and a final Publish Template action. Understanding those regions makes multi-page Template preparation much easier.

Builder Header and Draft Status

The builder header identifies the Template and version you opened. For an editable successor draft, it can also show the published version the draft is based on. Drafts expose Validate and Save; immutable published/superseded versions are not normal editing targets.

Fields and Assignment Sidebar

The left side contains the field palette and assignment tools. Click a field type to place it on the current PDF page, or drag it onto a specific location. After selecting fields, use the assignment tools to search saved Contacts and assign all, selected, or currently unassigned fields. You can also use right-click Field options in the builder preview.

Field assignments are required before an actual Request is sent, but the reusable Template can still be published without permanently binding every role to one Contact; participant mapping can be completed during Request creation.

PDF Stage

The center stage renders the protected PDF page and overlays QCDS fields/assets using normalized page coordinates. Select a field to edit it, drag selected items to move them, and use the resize handle when the field is not locked.

Do not place fields while the PDF is blank or failed. The rendered PDF is the geometry reference for placement, so resolve delivery/rendering problems first.

Page Navigation for Multi-Page Documents

Above the stage, QCDS provides Previous/Next controls, a page selector, a Page X of Y summary, and—for documents with 12 pages or fewer—individual numbered page buttons. Moving to another page clears the current field selection and renders that page.

Fields belong to a specific document key and page number. A field placed on page 2 remains on page 2 until you intentionally copy/paste or otherwise change the layout.

Builder Toolbar

The toolbar provides Undo, Redo, Copy, Paste, Delete, Fit Width, Zoom Out, a zoom indicator, and Zoom In. These controls operate on the current builder state; copy/paste and delete depend on the current selection.

Save, Validate, and Publish

  • Save persists the current draft snapshot as a new draft revision.
  • Validate checks the current builder snapshot for blocking problems.
  • Publish Template performs server-side publication validation and promotes the current valid draft version.

QCDS also autosaves dirty draft work after a short delay, but deliberate Save/Validate before publication is still the safest workflow.

A Practical Multi-Page Workflow

  1. Confirm the correct document and page are visible.
  2. Place and size fields on that page.
  3. Assign roles/Contacts as appropriate.
  4. Move to the next page and repeat.
  5. Use the page controls to review every page.
  6. Save, Validate, correct errors, and publish only when the reusable layout is ready.

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.