Choose a view
Open Requests. It starts on By person and Outstanding. ClearPolicy remembers the view you last chose.
Search by person name, email, or document name, or choose a filter. The filter applies to both views.
By person
Each row shows the person, how many matching requests they have, the oldest, the last activity, and when the next automatic reminder will go out. Click the row to open that person’s requests. The sheet lists that person’s requests in the current filter, such as Outstanding documents, with a count. Search on the page applies here. When an automatic reminder is scheduled, the sheet says ClearPolicy is taking care of follow-up and shows the next send time. If a request bounced or otherwise needs delivery follow-up, that notice is replaced with the provider error and a link to update the person’s email. Reminders stay paused for those requests. The people list shows Fix delivery instead of the next reminder. Open a request in the sheet to see when it was sent, viewed, reminded, completed, canceled, or expired. View profile opens the person. Nudge in the sheet reminds that person’s eligible requests in the current filter, including requests on later pages. A request that is still sending, or one flagged for delivery follow-up, is not included. Add a note in the composer if you want to replace the note on those requests.By request
Each row shows the person, document, status, requested date, and latest reminder date. Use this view for one reminder, activity, delivery review, cancel, expire, paper on file, or download.Follow up on a request
On By request:- Nudge sends a reminder using the existing request link.
- Nudge with note… lets you replace the request’s note before reminding.
- Activity opens the history of sending, delivery, views, reminders, and completion or closure.
- Review on a failed request helps you retry delivery or correct the address.
Fix a delivery failure
Use Failures → Review to inspect the latest delivery details. Choose Email is correct — try again, or correct the person’s email and save so open requests send to the new address. Ordinary reminders pause for a flagged request. Other successfully delivered requests to that person can still receive reminders. See fix missing or failed emails.Follow up on a group of requests
Click Nudge and choose All outstanding, Not viewed, Viewed, or Reminded. Search can narrow the audience; the current status tab does not set the reminder scope. Check the count in the composer before sending. See bulk reminders.Send a new request
Click Send request, select people and one or more documents, preview, and send. Each person gets one email listing those documents. Use a new request for a new signature; use Nudge for an existing open request. See send document requests.Close a request that should not be completed
On By request, open the active request’s actions menu and choose:- Cancel request when the person no longer needs to complete it.
- Expire request to close it immediately as expired.