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Documentation Index

Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt

Use this file to discover all available pages before exploring further.

Once a document is published, you can send requests to any of your contacts. Each recipient gets a personal email with a unique link — they don’t need an account to complete the request. You can send to individual contacts or an entire group at once.
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 Acknowledgment to open the request form.
3

Select contacts or a group

Search for and select one or more contacts, or choose an entire Group to send to all of its members at once.
4

Optionally override the attestation type

By default, requests use the attestation type set on the document. If you need to change it for this send, select the type you want:
  • Acknowledgment — Recipients click to confirm they have read the document.
  • Signature — Recipients type their name to sign.
5

Add a recipient message (optional)

Use the Message to Recipient field to include a personal note with the request. This message 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 field is pre-filled with that message. You can edit it before sending or clear it entirely.
6

Send the requests

Click Send. Each selected contact receives a personal email containing a unique link to their attestation page. Links are individual — each recipient has their own private URL.

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Add a recipient message

A recipient message is an optional note that you can include when sending a request. It gives your recipients context about why they are receiving the request and what you need them to do. Recipient messages 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.
You can type a message each time you send a request, or save time by setting a default recipient message on a group. When you send requests from that group, the default message is pre-filled automatically. You can still edit or remove it before sending. To set a default recipient message on a group, go to the group’s Settings page and fill in the Default Recipient Message field. You can also set it when you first create the group.
Default recipient messages are especially useful for groups where you send the same type of request regularly. For example, a “New Volunteers” group might always include a message like “Welcome! Please review and sign this before your first volunteer day.”

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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.
This means you don’t need to manually send requests after updating a group’s membership or documents — ClearPolicy handles it for you.

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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 — go to the group’s Settings page and find the Automatic request emails toggle under the Automation section.
The group card on the Groups page shows an icon indicating whether automatic emails are on or off for each group.
Turn off automatic request emails if you want to control exactly when requests go out — for example, if you’re building a group ahead of time and plan to send all requests at once later.
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.

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What recipients see

Recipients receive an email with a link to a public attestation page. No login or account is required. From that page, they can read the document and complete the acknowledgment or signature. If you included a recipient message, it appears in the email and as a highlighted note on the attestation page. After completing the request, 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.
You can also send requests from a person’s profile. Open a contact in the People section and use the request action from their profile to send requests for all documents assigned to them.
Use Groups to send to many contacts at once without selecting them individually. Organize your contacts into groups ahead of time to make bulk sending faster.
Last modified on April 18, 2026