Use People for the people who receive your documents. To give someone management access to ClearPolicy, invite a team member instead.
Who can do this: owners and administrators.
Add a person
- Open People and click Add Person.
- Enter their name and email address. Last name and email are required; first name and phone are optional.
- Choose groups if needed.
- Save the person.
Adding a person alone does not send email or create a team member login. If you add them to a group with Automatic request emails on, eligible published documents in that group get requests right away. The email follows within a minute, and the request shows as Queued until then. Check the group settings before adding people.
For a larger roster, import a CSV or connect Planning Center.
Find the right people
Search by name or email. Use group, document-status, and active/archived filters to narrow the list. Status buttons help you find people who are Compliant, Pending, Needs Attention, or Not Started. Failures appears when requests need delivery follow-up.
Open a person to see:
- Documents: current and previous assignments, completion status, and documents Available to read.
- Requests: the person’s request history and delivery status.
- Settings: their details, groups, and archive or delete actions.
Edit a person’s details
- Open the person and select Settings.
- Change their name, email address, or phone number under Details.
- Click Save.
Saving a new email updates open requests for that person and sends them again to the new address. Completed requests keep the name and email they were sent with. Changing only the name updates open requests but does not send another email.
Change group membership
In the person’s Settings, use Add group or remove a group, then click Save for that section. Create new groups from Groups first.
Saving an addition can send requests when the group has automatic emails on. Removing membership hides documents available to read through that group, unless another group still grants access. It does not automatically remove signature assignments or cancel existing requests.
Use bulk actions
Select people in the list, then choose an action:
Archive or unarchive a person
Open the person’s Settings and use the archive action in the danger zone. You can also archive several people from the list.
Archiving removes the person from active lists and compliance counts, cancels open requests, and preserves completed records and request history.
Unarchiving returns the person to active lists. Send new requests if they need to sign again; unarchiving does not reopen canceled requests.
Delete a person
Use Delete in the person’s Settings only when you want permanent removal. If request history prevents deletion, archive the person instead.
An owner evaluating ClearPolicy with test records can use reset trial data while eligible.
Fix email delivery failures
Open Failures, select the person, and click Review. Retry the address or correct the email so open requests can send again. Last modified on October 5, 2026
