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When contacts haven’t completed a request, ClearPolicy lets you send them a reminder without creating a new request. The original personal link stays valid, so recipients can pick up right where they left off. You can send reminders manually, in bulk, or have ClearPolicy send them automatically on a schedule.

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Send a reminder for a single request

To remind a specific person about a specific document:
  1. Open the document and go to the Compliance tab, or open the contact’s Requests tab in the People section.
  2. Find the pending request and open its activity view.
  3. Click Send Reminder. The recipient receives a new email containing the same personal link from the original request.

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Send bulk reminders with nudge

To remind everyone in your People list who has outstanding requests:
  1. Go to the People section.
  2. Use the Nudge action to send reminders to all contacts who have pending requests. ClearPolicy sends a reminder email to each person with at least one outstanding request.

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Set up automatic reminders

ClearPolicy can automatically send reminders to recipients who haven’t completed their requests. Automatic reminders run daily and apply to all pending requests across your organization.
1

Open organization settings

Click Settings in the sidebar, then select the Organization page.
2

Enable automatic reminders

In the Automatic reminders section, turn on the Enable automatic reminders toggle.
3

Choose a reminder cadence

Select how many days to wait before sending the first reminder. Available options are 3 days, 5 days, 7 days, or 14 days after the request was sent.
4

Optionally enable repeating reminders

Turn on Repeat reminders until completed if you want ClearPolicy to keep sending reminders at the same interval until the recipient completes the request.
When automatic reminders are enabled, ClearPolicy checks for outstanding requests every day at 8:00 AM in your organization’s time zone. Any pending request that has been outstanding longer than your chosen cadence receives a reminder email. If repeating is turned on, additional reminders are sent at the same interval until the request is completed, canceled, or expired.
Automatic reminders are sent at 8:00 AM based on the time zone you set in your organization settings. If you haven’t set a time zone, reminders default to UTC. Make sure your time zone is correct so reminders arrive when your contacts expect them.
Automatic reminders appear in the request activity log as “Reminded (Scheduled)” so you can distinguish them from manual reminders.
SettingOptionsDefault
Enable automatic remindersOn / OffOn
Reminder cadence3, 5, 7, or 14 days5 days
Repeat remindersOn / OffOff

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What happens when a reminder is sent

The recipient receives a new email with the same personal link from their original request. They don’t need a new link — the original token remains valid. No new request is created, and the activity log for the existing request is updated to reflect that a reminder was sent. If request expiry is enabled and the request has a deadline, the reminder email includes the expiration date so the recipient can see exactly how much time they have left.
Reminder emails use the same personal token link as the original request. Sending a reminder does not create a new request or change the request’s status.
Check the Compliance tab or the dashboard before sending bulk reminders. If some contacts completed their request very recently, their status may not yet be visible, and you could send an unnecessary reminder.
Dates and times shown in reminder emails use your organization’s time zone. If recipients are seeing the wrong times, check your time zone setting.
Last modified on April 18, 2026