Add or Edit a QCDS Contact

Use QCDS → Contacts to create reusable participant records or correct information that should be used for future signing Requests. Contact edits do not rewrite participant data already frozen into a sent Request.

Add a Contact

  1. Open the QCDS frontend workspace and choose Contacts.
  2. Click Add Contact.
  3. Enter a First name, Last name, or both. The current person-contact editor needs enough name information to build the Contact's display name.
  4. Optionally enter a Preferred name, Company, and Title.
  5. Choose a Preferred language, or leave Use frontend default selected.
  6. Enter one or more Email address(es). Separate multiple addresses with a comma or semicolon.
  7. Optionally add Phone, Address, and Notes.
  8. Click Save Contact.

QCDS validates each nonblank email address before saving. Duplicate versions of the same canonical email are not stored twice.

Choose the Preferred Language Carefully

An explicit Preferred language is used for that Contact's later emails and secure signer pages. Leaving it blank means the Contact follows the current workspace frontend language instead of freezing today's default into the Contact record.

Edit an Existing Contact

  1. Open Contacts.
  2. Click the Contact row or the Edit action.
  3. Update the required reusable information.
  4. Click Save Contact.
  5. Confirm the Contacts list shows the expected name, email, phone, and company/title information.

QCDS uses a lock version when saving an existing Contact. If another change was committed after your page loaded, QCDS can require you to reload before saving instead of silently overwriting newer data.

What Changes Apply to Existing Requests?

Contact edits are for reusable data and future/use-time behavior. A Request that has already been sent retains its frozen participant snapshot. Changing a Contact's name, email, or other reusable information is not a way to rewrite the evidence of an earlier transaction.

If an active Request has a delivery problem, use the Request's supported delivery correction/retry controls rather than editing the Contact and assuming the already-sent invitation changed automatically.

Common Save Problems

  • No usable name: enter at least a First name or Last name in the current person-contact editor.
  • Invalid email: correct the malformed address; every nonblank stored email must pass QCDS validation.
  • Unsupported language: select one of the languages offered by QCDS instead of supplying an arbitrary tag.
  • Concurrent edit: reload the Contact if QCDS reports that it changed after the page loaded.

Deleting a Contact

Use the Delete action only when the reusable Contact should no longer remain active. QCDS explicitly preserves existing signed-Request history when a Contact is deleted.

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.