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New organizations have request expiry enabled by default with a 30-day window. You can change the window or turn expiry off in Settings → Document Requests. Existing organizations keep their current settings until you change them. With request expiry enabled, unfinished attestation requests are automatically marked as expired after your chosen number of days.

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Configure request expiry

1

Open document request settings

Click Settings in the sidebar, then select Document Requests.
2

Turn request expiry on or off

In the Document request expiry section, use the Enable document request expiry toggle.
3

Choose an expiry window

Select how many days a request should remain open before it expires. Available options are 3 days, 5 days, 7 days, 14 days, 30 days, or 60 days.
SettingOptionsDefault for new organizations
Enable request expiryOn / OffOn
Expiry window3, 5, 7, 14, 30, or 60 days30 days
Expiry settings apply only to new requests created after you enable or change the feature. Existing pending requests are not retroactively affected.

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How expiry works

When request expiry is enabled, every new attestation request is assigned a deadline based on your chosen expiry window. ClearPolicy checks for expired requests daily and marks any that have passed their deadline. Once a request expires:
  • The request status changes to Expired.
  • The request appears under Canceled/Expired on the Requests page.
  • The recipient can no longer complete the attestation. If they open their link, they see a message explaining the request has expired and asking them to contact the sender for a new link.
  • The expiry event is recorded in the request’s activity log with the original deadline.

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How recipients see the deadline

When request expiry is enabled, ClearPolicy shows the deadline to recipients in multiple places so they know how much time they have:
  • Email notifications — Both the initial request email and any reminder emails include a prominent notice with the exact expiration date and time.
  • Attestation page — When a recipient opens their personal link, a warning banner appears at the top of the page showing the deadline. The expiration date also appears in the request details sidebar.
This helps recipients prioritize time-sensitive requests and complete them before the link expires.

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After a request expires

When a recipient opens an expired request link, they see a notice that the request has expired. The attestation form is not available. The message directs them to contact the person who sent the request if they need a new link.

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Re-sending after expiry

If a request expires and the recipient still needs to complete it, send a new request for the same document. The expired request remains in your records as part of the audit trail.
Pair request expiry with automatic reminders to give recipients a nudge before their deadline passes.
Expiry deadlines shown in emails use your organization’s time zone. You can configure this in time zone settings.
Last modified on July 2, 2026