QCDS - Workspace, Contacts & Sender Settings

Navigate the QCDS workspace Dashboard, six primary tabs, activity counts, recent Templates, Request usage, and permission-aware frontend navigation.

Configure QCDS workspace defaults for organization name, time zone, frontend language, unsigned reminders, expiration, and new Request behavior.

Understand how QCDS time zone, reminder interval, and default expiration seed new Requests and how Request-specific timing overrides work.

Understand what the QCDS Requests used this month card counts and how account usage differs from optional group limits and Basic/Pro plan quotas.

Learn what QCDS Contacts store, how language and multiple emails work, and why reusable Contact data stays separate from frozen Request evidence.

Add or edit a QCDS Contact, set participant language and multiple emails, understand save validation, and preserve existing sent Request evidence.

Store company, title, phone, and address details on QCDS Contacts and understand how they prefill new Requests and signer-confirmed corrections.

Store multiple email addresses on one QCDS Contact, understand primary ordering, frozen Request delivery, and exact-address correction behavior.

Set a QCDS Contact's Preferred language, understand dynamic fallback, and know what changes for later emails and secure signer pages.

Use QCDS Contact Notes for sender-private reference information and understand why they stay out of signer pages, emails, Requests, and completed PDFs.

Delete a QCDS Contact from future use while preserving frozen participant snapshots, delivery history, completed PDFs, and existing Request evidence.

Learn which signer-confirmed profile corrections QCDS can save back to a Contact while preserving the original Request and signing evidence.

Assign QCDS Template and Request fields to Contacts, workspace members, the sender, or external signers while preserving the sent Request snapshot.