Notification settings control emails to you as a team member. They do not control the requests and reminders sent to people.
Product updates apply to your account. The other options apply to the organization you have selected.
Change your preferences
- Select the organization you want to configure notifications for.
- Open Settings → Notifications.
- Turn the options on or off.
- Click Save.
How instant notifications work
Instant notifications arrive after completion and identify the person and document. You can enable these and the daily digest together, or use only the digest for fewer emails.
How delivery failure notifications work
A delivery alert identifies the address and problem. Open the affected request in ClearPolicy and use Review to resolve the failure.
How the daily digest works
The digest summarizes the previous day’s completions and is scheduled for 8:00 AM in the organization’s time zone. Check time zone settings if the timing is unexpected.
Team activity notifications
Owners and administrators can enable Team activity to include completions from requests other team members sent. Group Managers receive completion notifications for requests they sent themselves.
Turn off completion emails
Turn off both Instant notifications and Daily digest. You can still check completion in the app. Delivery-failure alerts have their own setting.
To change follow-up emails sent to people, use reminder settings. Last modified on October 5, 2026
