ClearPolicy gives you two complementary views for tracking compliance: one focused on a specific document and one focused on a specific person. Use them together to get a clear picture of where things stand and who still needs to act.
Document compliance view
Open any document and go to the Compliance tab. This view lists every request sent for that document along with its current status. Use it to see at a glance how many people have completed the request and who is still outstanding.
Person requests view
Open a contact in the People section and go to their Requests tab. This view shows every document that has been requested from that person, along with the status of each request. Use it when you need to understand a single person’s overall compliance picture.
Request statuses
| Status | What it means |
|---|
| Pending | The request was sent and the recipient has not yet completed it. |
| Completed | The recipient has acknowledged or signed the document. |
| Outdated | The request was completed, but on an older revision of the document. A new request may be needed. |
| Needs attention | The request requires follow-up — for example, it may have stalled or encountered an issue. |
Downloading a completion receipt
For any completed request, you can download an audit trail receipt. The receipt includes the recipient’s name, the document and revision they attested to, the timestamp, and additional metadata captured at the time of completion. Open the request’s activity view and look for the download option.
Activity history
Every request has an activity timeline that shows the full sequence of events: when the request was sent, when the recipient viewed the document, and when they completed the attestation. Open a request from the compliance tab or the person’s requests tab to view the activity log.
The activity log has a print view. Use it to share or archive a clean record of the request’s history for audit or reporting purposes.
