When someone completes a request you sent, ClearPolicy can let you know right away, include it in a daily summary, or both. You control these preferences per organization from Settings > Notifications.Documentation Index
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Notification options
| Setting | What it does | Default |
|---|---|---|
| Instant notifications | Sends you an email as soon as someone completes a request you sent. | On |
| Daily digest | Sends a single morning email summarizing all completions from the previous day. | On |
| Team activity | Also notifies you when someone completes a request sent by another team member. Only available to owners and administrators. | Off |
Configure your notification settings
Toggle your preferences
Turn each notification type on or off:
- Instant notifications — Get an email immediately when a request is completed.
- Daily digest — Receive one summary email each morning at 8:00 AM in your organization’s time zone.
- Team activity — Include completions from requests sent by other team members (owners and administrators only).
How instant notifications work
When instant notifications are turned on, ClearPolicy sends you an email the moment a contact completes a request you sent. The email includes the document name, the contact’s name, and the type of completion (signature or acknowledgment).How the daily digest works
When the daily digest is turned on, ClearPolicy collects all completions from the previous day and sends you a single summary email at 8:00 AM in your organization’s time zone. This is helpful if you send a lot of requests and prefer fewer emails. You can enable both instant notifications and the daily digest at the same time. Instant emails go out immediately, and the digest provides a recap the following morning.If you turn off both instant notifications and the daily digest, you won’t receive any completion emails. You can still check request status on the dashboard or in the Compliance tab of each document.
Team activity notifications
Owners and administrators see an additional Team activity toggle. When this is turned on, you receive notifications for requests completed by contacts — even if another team member sent the request. This is useful for staying informed about overall progress across your organization.The team activity setting is only available to organization owners and administrators. Standard members only receive notifications for requests they personally sent.