Skip to main content
Contacts — called people in ClearPolicy — are the recipients of your attestation requests. They are the individuals you need to acknowledge or sign your documents. Groups let you organize people into reusable collections so you can assign documents and send requests to entire teams or departments at once.

​
People

Each person in ClearPolicy has:
  • Name — their full name, used in requests and receipts.
  • Email — where attestation request emails are delivered.
  • Phone (optional) — stored for reference.
People do not need to create an account or log in. They receive a personal link by email and complete the request directly in their browser.
Create a person by providing their name and email address from the Contacts page. You can also add a phone number if needed. Manual contacts are immediately available to include in document requests.
If you have an existing list, import contacts in bulk using a CSV or Excel file. ClearPolicy reads the file and creates a person record for each row. This is the fastest way to add a large number of contacts at once.
If someone has left your organization or no longer needs to receive requests, you can archive them. Archived people are removed from active lists and excluded from compliance counts, but their historical attestation records are preserved. You can unarchive them at any time.

​
Source tracking

ClearPolicy tracks where each contact came from, so you always know how they were added:
SourceDescription
WebAdded manually through the ClearPolicy interface
CSV / ExcelImported from a file
Planning CenterSynced from a Planning Center integration
APICreated via the ClearPolicy API or an integration like Zapier

​
Groups

A group is a named, reusable collection of people. Groups give you a single place to define a set of recipients — by team, department, role, location, or any other criteria — and then reference that group across multiple documents. What you can do with groups:
  • Assign documents — link one or more documents to a group so the group’s members are the intended audience.
  • Send requests in bulk — send attestation requests to all members of a group with a single action, rather than adding people one by one.
  • Filter compliance views — use groups to scope compliance reports to a specific subset of your contacts.
  • Manage membership — add or remove people from a group at any time without affecting documents or past requests.
Organize groups around how your organization is structured — by team, department, volunteer role, or location. A well-named group like “All Staff” or “Volunteer Drivers” makes it easy to assign documents and send requests without manually selecting recipients every time.
Contacts imported from external sources like Planning Center are tagged with their source, so you can filter your People list by where each contact came from.
Last modified on April 12, 2026