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Product updates that matter for how your team manages documents, people, and sign-offs. For day-to-day how-tos, use the guides.
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PeopleRequests
Signing portal

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Signing portal

People can open the signing portal with a one-time email code—no team member account—to see pending and signed document requests for that address, including across more than one organization.
  • Enter email at app.clearpolicy.app/signer, or choose Here to sign a document? on the team log in and register pages
  • Sign opens the same attestation experience as the personal email link
  • View document reopens completed requests, including after the original deadline has passed
  • Personal request links still work without a code
How people use the signing portal
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RequestsDocumentsPlatform
Paper, reminders, and imports

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Paper on file

When someone cannot finish online, a team member can upload the signed paper copy on the request so status and evidence stay in ClearPolicy.Track compliance — paper on file

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Smart Follow-up

Automatic reminders adapt based on whether the person opened the request and whether a deadline is approaching—so follow-ups go out when they are more likely to help.Send reminders

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OneDrive import

Import Word documents and PDFs from Microsoft OneDrive when you create a document or replace a draft—personal and work accounts.Create a document · Microsoft OneDrivePress ⌘K (or Ctrl+K) to find people, documents, and groups, jump to a page, or start a new document without leaving where you are.
Last modified on August 5, 2026