> ## 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.

# Create and manage groups

> Organize people, add documents to a group, and choose whether membership changes send signature requests.

Create a group when several people need the same documents. A group can include documents to sign and documents **Available to read**.

**Who can do this:** owners and administrators manage group setup. Group Managers can follow up within their assigned groups.

## Create a group

1. Open **Groups** and click **Create Group**.
2. Enter a name, such as **Volunteer drivers**, and an optional description.
3. Check **Automatic request emails**. It is on by default. Turn it off if you want to finish setup before sending requests.
4. Add a **Default Recipient Message** if you want the same starting note on requests from this group.
5. Submit the form.

## Add people and documents

1. Open the group and use **Add People** on **People** to select existing people.
2. Open **Documents** and use **Add Documents** to select existing documents.
3. Review the selection and confirm each addition.

The **Documents** tab separates **Requires a signature** from **Available to read**. Drafts must be published before people can sign or read them.

You can also add existing groups from a person's or document's **Settings**. Those changes take effect when you click **Save**.

## Automatic request emails

**Automatic request emails** sends requests for newly active signature assignments when people or documents are added to a group. Change it in the group's **Settings → Automation**.

| Change                                   | With automatic request emails on                                                                                                 |
| ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| Add a person                             | Eligible published documents that require a signature get requests. Multiple new requests can be collected into one email.       |
| Add a document that requires a signature | Eligible people get a request if the document is published.                                                                      |
| Add a document available to read         | No request or email. Group members can open the published document in the signing portal.                                        |
| Add a draft                              | No request until there is a published revision and you send it. Publishing later does not send these missing requests by itself. |

Existing active assignments are not a new assignment just because another group includes the same person and document. Use **Send missing** to handle gaps.

Turning automatic emails off lets you prepare assignments and send later. Turning it on does not send a backlog of existing assignments by itself.

<Note>
  Adding people through CSV imports, Planning Center, or integrations can also trigger a group's automatic request emails. Check this setting before bringing people into a group.
</Note>

## Send missing requests

Open the group's **People** tab and click **Send missing** when it appears. This sends eligible missing requests for published documents that require a signature. It does not publish drafts or send documents available to read.

Use [reminders](/guides/reminders) for requests that are already open.

## Set a default message

In **Settings → Automation**, enter **Default Recipient Message** and save. For example: “Please review and sign these policies before your first shift.”

The message is used for automatic group requests and prefilled when you send from the group. You can edit or remove the note before a manual send. It appears in the request email and on the signing page.

## Assign Group Managers

In **Settings**, select the **Group Managers** who should oversee the group, then save. They must already be team members with the Group Manager role.

Group Managers can review completion, send missing requests, send reminders, and view request activity. They cannot change the group's setup or membership. See [team roles](/guides/add-team-members#choose-a-role).

## Remove membership or delete a group

Removing a person or document from a group ends read access granted by that group. Another group may still grant access. Existing signature assignments and requests remain; remove an assignment or cancel a request separately if it is no longer needed.

Deleting a group removes the group and its memberships, not the people or documents. Use the delete action in the group's **Settings**.

## Check progress

Open **People** for each member's required documents, or **Documents** for progress on a particular document. See [track completion in groups](/guides/track-compliance#group-compliance-view).