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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.

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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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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.
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.
Last modified on April 12, 2026