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Use Renewal when people need to sign a document again periodically, even if its content has not changed. Turn on Auto-renew to send a new request when renewal is due. Who can set this up: owners and administrators. The document must require a signature. Automatic renewal requests require an active trial or subscription.

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Set up recurring signatures

  1. Open Documents, select the document, and open Settings.
  2. Under Configuration, turn on Renewal.
  3. Set Renew every to a number and unit: days, weeks, months, or years.
  4. Turn on Auto-renew if you want ClearPolicy to send requests automatically when due. Leave it off to track due dates and send requests yourself.
  5. Click Save.
For an annual sign-off, choose 1 year and turn on Auto-renew. Each person’s due date is based on their last completion, not a shared calendar date.

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How renewal dates work

ClearPolicy adds the renewal interval to each person’s most recent completion date. One month means 30 days; one year means 365 days. When the interval passes, the document becomes Renewal due for that person unless a current request is already pending. With Auto-renew on, ClearPolicy checks daily and sends eligible new requests using the current published revision. Archived people and documents do not receive automatic renewal requests. A current assignment is required.
Changing the renewal interval affects when existing completions become due. A shorter interval can make people due for renewal sooner. Review the warning before saving.

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Send the first request

Renewal follows an existing completion. Setting a renewal interval does not replace the first request. Send the document to people who have not signed it yet. If Auto-renew is off, review Renewal due documents in completion views or the Outstanding People report, then send requests when ready.

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Renewal, reminders, and expiry

See reminders, request expiry, and document updates.

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Stop automatic renewal requests

Turn off Auto-renew to stop sending new requests automatically while keeping renewal tracking. Turn off Renewal if repeat signatures are no longer required. Save the change. Requests already sent remain open. Cancel those requests separately if people no longer need to complete them.
Last modified on September 26, 2026