By default, attestation requests stay open indefinitely until a recipient completes or you cancel them. With request expiry, you can set a deadline so that unfinished requests are automatically marked as expired after a fixed number of days.Documentation Index
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Enable request expiry
Turn on request expiry
In the Document request expiry section, enable the Enable document request expiry toggle.
| Setting | Options | Default |
|---|---|---|
| Enable request expiry | On / Off | Off |
| Expiry window | 3, 5, 7, or 14 days | 7 days |
Expiry settings apply only to new requests created after you enable the feature. Existing pending requests are not retroactively affected.
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 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.
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.