Navigate the QCDS Sender Workspace and Dashboard

The QCDS frontend workspace is the day-to-day area for authorized Joomla users. Its primary navigation is Dashboard, Requests, Templates, Contacts, Email Templates, and Settings, with items hidden when the current workspace role lacks the required permission.

The Dashboard summarizes current workspace activity and provides the fastest route into a new signing Request.

Primary Workspace Navigation

  • Dashboard: workspace counts, a Create a Request shortcut, recently used Templates, and this account's current-month Request usage.
  • Requests: current/unsigned work plus Completed and Archived Requests.
  • Templates: reusable signing Templates and their preparation/builder workflow.
  • Contacts: reusable participant/contact records for the current workspace.
  • Email Templates: the signed-in sender's available message-template controls.
  • Settings: workspace/account settings available to the current role.

Navigation is permission-aware. If a tab is missing, first confirm the signed-in user's workspace membership/role rather than assuming the component failed to load it.

Understand the Dashboard Counts

The compact Dashboard metrics link directly to:

  • Templates — active, non-archived Templates in the workspace.
  • Contacts — active Contacts.
  • Unsigned — live post-send Requests that are not yet completed.
  • Completed — completed Requests not manager-archived.
  • Archived — completed Requests that were manager-archived.

Create a Request

The primary Dashboard card sends you to Templates. Choose a published saved Template, use Create a Request/Use Template, assign participants, review the Request, and send it through the normal Request workflow.

Recently Used Templates

QCDS shows up to three recently used active Templates based on the Templates recorded in sent Request manifests. Each entry provides a Use Template shortcut. A Template does not appear here until it has actually been used to send a Request.

Requests Used This Month

The Dashboard's usage card is account-level. If optional Max/All Access User Group Limits are enabled, the card can show this Joomla user's count and local allowance. Otherwise it shows only how many Requests that account sent this month.

Do not read this Dashboard card as the Basic/Pro Authorized-Domain plan quota. Basic/Pro plan allowance is enforced separately and synchronously when Send Now is used.

About Older Team, Assets, and Variables Screens

Current top-level 2.0.7 navigation does not expose Team, Assets, or Variables as normal workspace tabs. Supporting internal views may still exist for builder/workflow functions, but senders should follow the six current top-level navigation items rather than older architectural screenshots.

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.