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Documentation Index

Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt

Use this file to discover all available pages before exploring further.

Compliance tracking in ClearPolicy gives you a live picture of where each person stands on each document. Rather than digging through individual requests, you can see at a glance who has completed what, who is still pending, and who needs to re-attest because the document has been updated since they last responded.

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Compliance progress indicators

ClearPolicy shows compliance progress directly on your Documents and People lists so you can spot issues without opening individual records. Each document shows how many of its assigned people have completed the latest revision. Each person shows how many of their assigned documents they have completed. Both use a color-coded progress bar:
  • Red (below 50%) — needs immediate attention.
  • Yellow (50%–79%) — making progress but not yet complete.
  • Green (80% and above) — on track or fully compliant.
These indicators update automatically as people complete requests or as you publish new revisions. For more details on how to use them, see track compliance.

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Per-document compliance view

The compliance tab on each document shows the completion status for every assigned contact. You can see:
  • How many people have attested to the latest revision.
  • How many have an open request but have not yet completed it.
  • How many attested to an older revision and are now outdated.
  • How many have no request sent yet.
You can filter the list by compliance status, search by name or email, and narrow results to specific groups using the group filter. This makes it easy to check compliance for a particular team or department without leaving the document. From this view you can take action directly — send missing requests, send reminders, or review individual activity — without leaving the document.

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Per-person compliance view

Each contact’s profile has two views that help you understand their compliance:
  • Overview — shows a compliance gauge, document count, average response time, and the person’s contact details (email, phone, groups, and when they were added).
  • Documents — lists every document assigned to the person with its status, completion date, and quick actions to send requests, nudge reminders, or view activity.
Use the Requests tab to see every request that has been sent to the person, including the current status and when they completed or last interacted with it. These views are useful when a contact reaches out with a question, or when you need to confirm that a specific person has completed all required documents.

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Compliance statuses

ClearPolicy tracks the following statuses for each person–document combination:
A request has been sent but the person has not yet completed it. The request may be in a sent or viewed state.
The person has attested to the current, published revision of the document. No action is needed.
The person attested to a previous revision. A newer revision has since been published, so their completion no longer reflects the latest content.
Something requires your review — for example, a request that expired before the person completed it, or a combination of statuses that puts the person in an unclear state.
The person is assigned to the document but has never been sent a request.

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Activity history

Every attestation request has an activity timeline that shows a chronological record of events: when the request was created, when it was sent, when the recipient viewed it, when they completed it, and any reminders that were sent along the way. You can view and print this timeline for audit purposes.

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Downloading receipts and audit trails

For each completed attestation, you can download a PDF receipt that includes:
  • The document content at the time of signing.
  • The recipient’s name, email, and completion timestamp.
  • The IP address and browser information recorded at signing.
  • The typed signature name, for signature-type attestations.
You can also print the full activity timeline for a request, which provides an end-to-end record suitable for audits or internal review. To keep printed timelines concise, consecutive “viewed” events that occur within ten minutes of each other are grouped into a single line showing the total number of views — for example, “Viewed (3 times).”

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Automatic renewal when a revision is published

When you publish a new revision of a document, all previous completions automatically become outdated. This is by design: the new revision reflects updated content, and you need to know who has seen the latest version.
Publishing a new revision does not cancel or modify any existing open requests. Requests in flight continue to reference the revision they were sent for. Completions on those requests will be marked as outdated once they come in, because a newer revision now exists.
After publishing an update, use the document compliance view to send missing requests to everyone who needs to re-attest. You can send to all people without a current completion in a single action.

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Compliance is scoped to your organization

All compliance data — contacts, documents, requests, and attestation records — is scoped to your organization. Other organizations cannot see your data, and your team members only see records within your organization’s account.
Last modified on April 19, 2026