Skip to main content
Use Reset trial data when you tested ClearPolicy with sample records and want a clean start before subscribing. Only an owner can use this action, and only while the organization has never successfully subscribed. It does not restart or extend the trial.
This permanently deletes the trial data, including signature records, electronic certificates, paper signature files, and related activity. It is not an archive and cannot be undone. Download anything you need before continuing.

​
Reset trial data

  1. Open Settings → Organization → Profile.
  2. In Danger zone, click Reset trial data.
  3. Review what will be deleted.
  4. Type the organization name and click Permanently delete trial data.

​
What is deleted

  • People.
  • Documents and revisions.
  • Groups.
  • Document requests and completion records.
  • Certificates, paper signature files, and related activity.

​
What stays

  • Your organization and team members.
  • Settings, branding, and integrations.
  • Billing information and the existing trial end date.
After a reset, the action is hidden until there is trial data to remove again. Since integrations stay connected, check their settings before bringing people back in.

​
After you subscribe

Reset trial data is no longer available after a successful subscription. Use archive actions to preserve normal working history, or review leaving ClearPolicy for organization removal and permanent-deletion requests.
Last modified on September 26, 2026