Before you start
Sign in to ClearPolicy and select your organization. You need an Owner or Administrator role, an active trial or subscription, and a PDF or Word document ready to send.1
Add the document
Open Documents and click Add Document. Choose your PDF or Word file, check the document name, and leave Requires a signature on. Submit the form.ClearPolicy publishes this upload. Open Revisions to check the published file before sending it. To write a document instead, see add and publish a document.
2
Add a person
Open People, click Add Person, and enter their name and email address. Save the person. Leave groups unselected for this first request.Adding a person by itself does not send an email or invite them to sign in as a team member.
3
Send the request
Open your document and click Send request. Select the person in To. Add a note if you want to explain why you are sending the document.Open Preview to review the email, then click Send. This sends the person’s signing link by email.
4
Check completion
Open Requests to check the request’s status. After the person signs, find the request under Completed and choose Download signed document from its actions.The download includes the document and its electronic certificate. If the request is still outstanding, use Nudge to send a reminder.
What happens next?
- The person cannot find the email: check the address and delivery status, or share the signing portal.
- You need to send to more people: create a group or import your roster.
- People only need to read: use Available to read instead of sending a signature request.
- You need a colleague to help manage ClearPolicy: invite a team member.