SettingsDocuments
Browser completion alerts, draft review, approvals, and discussion before publication
Browser completion alerts
Instant notifications is now Instant completion notifications, with separate Email and Browser switches for each organization. Choose either channel or both when people complete your requests. Browser alerts are off by default.Turn on Browser to allow notifications when prompted and set up this browser, then click Save. Browser alerts do not require an open ClearPolicy tab. Daily digests, delivery-failure alerts, and product updates remain email-only.Choose your notificationsDraft review and approvals
Add Reviewers for feedback before publishing a draft. Reviewers can comment or approve. New drafts do not require approval: add a reviewer, then turn on Require approval before publishing when everyone must approve the latest content. Changing the content invalidates earlier approvals and requires a new review request.Use Discussion in the revision sidebar for comments and review activity. The review record remains available after publication. Approvals do not publish the document or send signature requests.Review and approve a draftDocumentsPeopleGroupsRequestsSettings
Send several documents in one signature request, documents people can read without signing, requests grouped by person, reset trial data, organization logo, signing portal address
Requests grouped by person
Requests starts on By person. Each row is a person with their matching requests. Open the row to review those requests and send a reminder. By request is the list of individual requests. ClearPolicy remembers the view you last chose.Manage requestsSeveral documents in one signature request
Send request opens a window titled Signature request. Select people and up to 20 published documents. Each person gets one email listing those documents. With one document, you can still send to 500 people. Choosing more documents means fewer people in that same send. Starting from a document keeps that document selected.Send requestsDocuments people can read without signing
Requires a signature stays on unless you turn it off. When it is off, people in a group that includes the published document can open it in the signing portal. They are not asked to sign, and they are not emailed that it is available. The documents list shows Available to read.Make documents available to read · Signing portalReset trial data
During a free trial, an owner can permanently delete people, documents, groups, document requests, and signature records from Settings → Organization → Profile and keep the organization. This does not change when your trial ends. After you subscribe, this action is gone.Reset trial dataDocument request and Nudge composers
Sending a request and nudging a reminder now use the same compose window. Choose people and a document (when sending), type an optional note, and open Preview to see the email before you click Send.On a pending document row (including a person’s Documents tab), Nudge still sends a reminder right away. Open the menu next to Nudge for Nudge with note…. Bulk Nudge on Requests uses the same composer.Send requests · RemindersOrganization logo
Upload a logo in Settings → Organization → Branding so people recognize your organization on signature request emails, the signing page, and the signing portal. Choose Show as icon or Show full width. The ClearPolicy name stays on each.Add your organization logoSigning portal address
The signing portal now lives at go.clearpolicy.app. Request emails use the new link. Old signing links redirect. The one-time code flow is unchanged.How people use the signing portalAssign documents from a sheet
On a person’s Documents tab, Add Document opens a sheet where you can search and select documents. Assigning does not send a request by default. Use Send request or Request signature when you are ready to email them.On a group’s Documents tab, Add Documents uses the same sheet. If Automatic request emails is on, eligible new assignments to a published document that requires a signature send requests. Documents Available to read are not emailed.Also send a document request when assigning
On Add Document (person) and Add People (document), you can optionally turn on Also send a document request (off by default). That assigns and sends the usual document request in one step, with an optional note for the email. Unpublished documents cannot be sent. Document Send request remains the primary send path.Send requests · Track complianceSelect all when sending requests
When sending a document request, use Select all people (or Select all matching people while searching) to select a large roster quickly. The people list loads more as you scroll. You can send to at most 500 people in one send.Send requestsNudge with note
When you follow up on outstanding requests, you can refresh the note to recipients and send a reminder without creating a new request.- On a request row, click Nudge for an immediate reminder, or open the menu and choose Nudge with note…
- On bulk Nudge, you can add a note that applies to every request in that nudge
- A new note replaces the previous note on those requests, then ClearPolicy sends the usual reminder (same personal link)
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