Use the dashboard - ClearPolicy

Open Dashboard for a summary of your organization’s completion progress. Owners and administrators see this page. Group Managers use their assigned groups instead.

Compliance score

The Compliance Score summarizes people who have completed their current required documents. It is completion tracking, not a measure of legal compliance or behavior after signing. Use the help icon for the score’s explanation. Select a highlighted group to review its people and outstanding work.

People

Select Compliant, Pending, Needs Attention, or Not Started to open the corresponding People view. Open a person to understand their individual document statuses. See completion statuses for definitions. A person can have pending requests and also need attention for a different document.

Documents

Document compliance highlights documents with lower completion.
Finish drafts shows content that still needs publishing.
Add Document starts adding a document.
Send request opens a signature request for one or more published documents.

What to do next

What you see	Next action
Pending requests	Open Requests and send reminders.
Needs Attention	Review the person’s or group’s documents for missing requests, outdated versions, or renewal due.
Unfinished draft	Open the draft under Revisions, review, and publish.
A group falling behind	Open its People tab and follow up on specific documents.

Use Reports for a shareable summary, or Activity to find out what happened.

Last modified on September 29, 2026