Skip to main content
ClearPolicy is a document acknowledgment and signature platform built for organizations that need a clear, auditable record of who has received, read, and attested to important documents. Send policy sign-off requests to any contact by email — recipients complete them in one click without creating an account.

Quick Start

Get your first acknowledgment request sent in minutes.

Core Concepts

Learn how documents, contacts, and attestations work together.

API Reference

Integrate ClearPolicy into your own tools via the REST API.

Integrations

Connect ClearPolicy with Zapier, Google, Planning Center, and more.

​
How ClearPolicy works

1

Create a document

Write a policy in the built-in rich-text editor, upload a PDF, or import from Google Drive. Publish a versioned revision when it’s ready to send.
2

Add your contacts

Add people individually, import a CSV, or sync from Planning Center. Organize contacts into groups for easy bulk assignment.
3

Send acknowledgment requests

Select a document, choose recipients, and send. Each person receives a personal email link — no login required.
4

Track compliance

Monitor who has signed, who is pending, and who needs a reminder. Download audit trail receipts for any completed attestation.
ClearPolicy is designed for teams that need lightweight compliance workflows — churches, nonprofits, schools, and small organizations with recurring acknowledgment needs.
Last modified on April 12, 2026