ClearPolicy’s compliance views track whether people have completed their assigned documents on the current published version and whether renewal is due. They do not measure legal compliance or whether people follow a policy in practice.
What compliance metrics mean
Only the people and required documents you track in ClearPolicy contribute to these views. Documents Available to read do not require a signature and do not record opening activity.
Online signatures and paper on file both count as completion for the relevant revision. Historical acknowledgments remain part of the record.
Compliance statuses
Document status answers: What does this person need to do for this document now?
A completed request stays completed even when its document becomes outdated or due for renewal. These are different views of the same history.
Person statuses
Person status summarizes current assignments:
Open the person’s Documents tab to see the underlying document statuses rather than relying only on the summary.
Request and delivery statuses
A request’s status describes its own lifecycle: sent, viewed, completed, canceled, or expired. A new revision does not rewrite that request’s history.
Email delivery is separate. Bounced, Delivery failed, and Complained flag requests that need delivery follow-up. “Sent” does not guarantee inbox delivery, and “Viewed” does not mean signed.
See manage requests and delivery failures.
Compliance progress indicators
Documents show completion among their assigned people. People show completion among their assigned documents. Group views use that group’s scope.
Progress bars are red below 50%, yellow from 50% to 79%, and green from 80%. A green bar can still include unfinished work; read the count or percentage.
The dashboard’s person-based completion score and a document’s signature count measure different things.
Per-document compliance view
Use Documents → Compliance to find people who need a particular document. See track completion.
Per-person compliance view
Use People → Documents to review a person’s current and previous assignments. See person details.
Activity history
Open Activity on a request for its timeline. The organization-wide Activity page provides a broader history.
Downloading receipts and audit trails
Use download records for electronic certificates, paper evidence, and printed timelines.
After publishing a revision
Publishing a new revision makes earlier completions outdated for current-version tracking. It does not send replacement requests or cancel pending ones by itself. See update a document.
Scheduled renewal is a separate setting. Use recurring renewals when people should sign again after an interval even without a content change.
Compliance is scoped to your organization
Completion views reflect your selected organization. Group Managers see their assigned groups; owners and administrators can review organization-wide results. Last modified on September 26, 2026
