1
Open a published document
Go to the Documents section and select the document you want to send. Make sure the document has a published revision before continuing.
2
Click Send request
On the document page, click Send request or Request signature to open the request form.
3
Select people or a group
In the request sheet, search the people list and check who should receive the request. Scroll the list to load more people as you go.Use Select all people to select everyone in your organization (when you are not searching), or Select all matching people when a search is active. You can uncheck individuals afterward if needed.You can send to at most 500 people in one send. To reach a larger roster, send in batches or use a group.From a group, you can still send to the whole group (or use Send missing) without picking people one by one.
4
Add a note to recipients (optional)
Click Add a note to recipients if you want a personal note with the request. The note appears in the email your recipients receive and on the attestation page where they complete the request.For example, you might write: “Please review and acknowledge this policy before your next shift.”If you are sending from a group that has a default recipient message, the note is pre-filled with that message. You can edit it before sending or remove it entirely.
5
Send the requests
Click Send. Each selected person receives a personal email containing a unique link to their attestation page. Links are individual — each recipient has their own private URL.
Add a note to recipients
A note to recipients is an optional message you can include when sending a request. It gives people context about why they are receiving the request and what you need them to do. Notes appear in two places:- In the email — directly in the notification email the recipient receives.
- On the attestation page — displayed as a message from your organization when the recipient opens their personal link.
Automatic request emails
Groups have an Automatic request emails setting that sends request emails automatically whenever you add people or documents to the group. This is turned on by default when you create a new group. When automatic request emails are on:- Adding a person to the group — ClearPolicy creates attestation requests for every published document assigned to the group and sends the person a single email with links to all of them.
- Adding a document to the group — ClearPolicy creates attestation requests for every person in the group and sends each person an email for the newly assigned document.
Turn automatic request emails on or off
You can toggle this setting in two places:- When creating a group — the Automatic request emails toggle appears in the group creation form. It is on by default.
- On an existing group — open the group’s Settings tab and find the Automatic request emails toggle under the Automation section.
Automatic request emails only apply to published documents. If a document assigned to the group doesn’t have a published revision yet, no request is created for that document until it is published and you send requests manually.
What recipients see
Recipients receive an email with a link to a public attestation page. No team member account is required. From that page, they can read the document and type their name to sign. If you included a note to recipients, it appears in the email and as a highlighted note on the attestation page. After completing the request online, they can download a receipt confirming their response. If request expiry is enabled, the email and attestation page both display the expiration deadline so the recipient knows when they need to complete the request. People can also open the signing portal with a one-time email code to see all pending and signed requests for that address—useful when they lost an email or have several documents waiting.You can also send requests from a person’s profile. Open a person in the People section and click Send request in the header to choose a document and send a request to that person.