DocumentsPeopleGroupsRequestsSettings
Reset trial data, document request and Nudge composers, assign sheets, organization logo
Reset 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 and the signing page. Choose Show as icon or Show full width. The ClearPolicy name stays on both.Add your organization logoAssign 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 for the group, adding a published document still emails people in the group.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 Unpublished documents cannot be sent.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