Store Company, Title, Phone, and Address Details on QCDS Contacts

Use a QCDS Contact to keep reusable participant details such as company, job title, phone, and mailing address. When that Contact is selected for a Request, QCDS can prefill the corresponding participant information without changing evidence already frozen into older Requests.

Add or Update the Contact Details

  1. Open the QCDS frontend workspace and choose Contacts.
  2. Add a new Contact or open an existing Contact for editing.
  3. Enter the participant's Company and Title when those details are useful to your signing workflow.
  4. Enter a Phone number if you want QCDS to retain a reusable phone value for the Contact.
  5. Enter the mailing Address. The current compact Contact editor accepts one address line and stores it as the Contact's primary mailing address.
  6. Click Save Contact.

How These Values Are Used in a Request

When you select the saved Contact as a Request participant, QCDS resolves the Contact's current primary phone and address together with company and job title. Those values can prefill the participant snapshot used by the new Request.

The snapshot is the important boundary: once a Request is sent, later Contact edits do not rewrite the participant information or evidence that was frozen for that transaction.

Signer Information Fields Can Correct the Live Contact

QCDS also supports signer-information field types for name, phone, address, company, and title. If a signer linked to a saved Contact actually enters a signer-supplied correction in one of those fields and successfully completes signing, QCDS can apply the confirmed value back to the live Contact.

This Contact maintenance is deliberately best-effort. The completed signing action remains authoritative even if updating the reusable Contact later fails. The already-sent Request snapshot and final signer values are not rewritten.

What to Verify

  • The Contacts list shows the expected phone and Company / Title summary.
  • Editing the Contact reopens the saved company, title, phone, and address values.
  • A new test Request created from that Contact starts with the expected participant information.
  • Changing the Contact afterward does not alter an older sent or completed Request.

Practical Boundary

Treat Contacts as reusable address-book data and Requests as transaction evidence. Correct future reusable information in Contacts; use Request-specific correction controls for an already-sent transaction instead of expecting a Contact edit to retroactively change it.

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.