The Requests page is the work queue for document requests across your organization. Use it when you need to see what is still outstanding and decide who needs follow-up next.
A request is one person being asked to acknowledge or sign one document. The Requests page brings those individual requests together so you do not have to open each person or document first.
Owners and administrators can use the organization-wide Requests page. Group Managers handle requests from their assigned group pages.
Open requests
Click Requests in the sidebar.
The page opens to Needs follow-up by default. This view focuses on active requests that have not been completed, canceled, or expired.
Find the requests that need attention
Use the status filters at the top of the page to narrow the list.
| Filter | Use it to |
|---|
| Needs follow-up | Review active requests that are still unfinished. |
| Not viewed | Find people who have been sent a request but have not opened it yet. |
| Viewed | Find people who opened the request but have not completed it. |
| Reminded | Review requests where a reminder has already been sent. |
| Completed | Look up requests that were acknowledged or signed. |
| Canceled/Expired | Review requests that can no longer be completed. |
| All | Search across the full request history. |
Read the request list
Each row shows:
- Person — who received the request.
- Document — which document they were asked to complete.
- Status — whether the request was sent, viewed, completed, canceled, or expired.
- Requested — when the request was created.
- Last reminded — when the most recent reminder was sent, if any.
Use the Document link to open the document. Use the person’s name to open their profile when the person record is available.
Follow up on a request
For active requests, click Nudge to send a reminder email. The reminder uses the same personal link from the original request. It does not create a new request.
Use Activity to review what happened for a request. The activity timeline shows events such as when the request was sent, viewed, reminded, completed, canceled, or expired.
Start with Viewed requests when you need quick progress. These people have already opened the request, so a reminder may be enough to help them finish.
Send a new request
Click Send Request from the Requests page when you know which document and people need a new request.
You can still send requests from a document, a person profile, or a group. Use the Requests page when you are already reviewing follow-up work and want to send another request without leaving the queue.
Close a request that should not be completed
Open the row actions menu to cancel or expire an active request.
- Cancel Request closes a request your team no longer wants the person to complete.
- Expire Request closes a request immediately when it should no longer be available.
After a request is canceled or expired, the person can no longer complete it from their link. The request stays in ClearPolicy history so you can see what happened later.
Download completed documents
For completed requests, open the row actions menu and download the acknowledged or signed document. Use this when you need a record for a file, audit, or internal review.
When to use Requests, People, Documents, and Reports
Use each area for a different kind of question.
| Area | Best for |
|---|
| Requests | Deciding which unfinished requests need follow-up today. |
| People | Checking everything one person needs to complete. |
| Documents | Checking completion for one document or sending requests for that document. |
| Reports | Preparing summaries, exports, or printed records for review. |
