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.
Enable request expiry
Open organization settings
Click Settings in the sidebar, then select the Organization page.
Turn on request expiry
In the Request expiry section, enable the Enable request expiry toggle.
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, or 14 days.
| 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.
What recipients see
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.
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. 