Share your signing portal link when people need a place to find their documents. They use their email and a one-time code; they do not need a team member account.
If you are here to sign, see sign a document.
Your organization’s link
- Open Settings → Organization → Branding.
- Copy the signing portal link listed below the preview.
- Share it on your website, internal site, newsletter, or in a message to your people.
The link opens a page with your organization’s name and logo. The ClearPolicy name remains in the footer.
People can also use go.clearpolicy.app if they do not have your organization’s link.
When to point people here
- They lost a request email.
- They have several documents to sign.
- They want a copy of something they already signed.
- They need documents you made available to read.
The portal does not send requests for you. A personal link in a request or reminder email still opens that request directly without an email code.
How people sign in
People enter the email on their person record and use the 6-digit code sent to that address. A matching person record is required; a previous signature request is not required for documents available to read.
People with access to more than one organization can switch organizations in the portal header. They see one organization’s documents at a time.
What people see
To sign
Sign opens the request’s signing page. Expired and canceled requests are not listed.
Documents
Open leads to a signed copy or an available-to-read file. Your signed copies lists multiple completions for a document. Readable documents may appear under More documents when signature-related documents are also listed.
A signature-required document appears after a request is sent. With signatures off, the document must be published and included in a group the person belongs to. Opening a document available to read is not recorded.
Paper on file identifies a completion recorded by your team. It does not offer a person-facing electronic certificate.
Email link vs signing portal
Use the personal email link for one request. Share the portal for a place to return to all the person’s documents. Both lead to the same signing workflow for pending requests.
Session and sign out
People can use Sign out in the header. If their session ends, they enter their email again for a new code.
What to tell people
Open our signing portal link and enter your email address. Use the one-time code sent to your inbox to see documents to sign, signed copies, and documents you can read. You do not need to create a ClearPolicy account.
For missing codes, an unrecognized email, or missing documents, see signing help. Last modified on September 26, 2026
