Upload your policies, send for signatures, and get proof of acknowledgment. If something goes wrong, you need to prove they signed it — ClearPolicy gives you that record automatically.
Compliance at a glance
See who still needs to sign.
Needs attention
4
Pending
9
Not started
3
Compliant
27
Document compliance
Review and sign
Read the policy, then sign below.
No account required
Used by churches, nonprofits, and small businesses across the US, UK, and Australia.
Track compliance from your dashboard. Recipients sign in seconds — no account required.
Compliance at a glance
See who still needs to sign.
Needs attention
4
Pending
9
Not started
3
Compliant
27
Document compliance
Your organization-wide compliance score, a breakdown of people by status, and which documents need attention — so you know where to focus before an audit or incident.
Create your document
Choose how you want to add a policy.
Upload PDF or Word Document
Import an existing PDF or Word document
Connect Google Drive
Link your Google Drive to import documents
Use ClearPolicy Editor
Create a new document from scratch
Browse Templates
Start with a pre-made policy template
Upload a PDF, import from Google Drive, use the built-in editor, or start from a template — then publish policies and send document requests without leaving ClearPolicy.
Field Team
Track compliance by group.
Avery Brooks
Compliant4 of 4 documents
100%
Jules Kim
Compliant4 of 4 documents
100%
Logan Rivera
Compliant4 of 4 documents
100%
Taylor Quinn
Pending2 of 4 documents
50%
Track compliance by team, ministry, or department. See who still needs to sign, who is pending, and who is current on every assigned document.
Review and sign
Read the policy, then sign below.
No account required
Recipients open a secure link, review the policy, and sign or acknowledge electronically — on any device, with no ClearPolicy account required.
Document activity
Full audit trail for every request.
Document request
Workplace Safety Policy
Avery Brooks Recipient
Sent
Northfield Home Services
Mar 12, 9:12 AM
Delivered
System
Mar 12, 9:12 AM
Viewed
Avery Brooks
Mar 13, 2:48 PM
Signed
Avery Brooks
Mar 14, 10:06 AM
Every document request logs delivery, views, reminders, and completion — tied to the person and document, with timestamps and actors for a defensible record.
ClearPolicy electronic acknowledgment record
Document
Name
Workplace Safety Policy
Document ID
01kvb45pkn5908bc…
Recipient
Name
Avery Brooks
avery.brooks@northfield.example
Request
Organization
Northfield Home Services
Completed at
6/2/2026 9:00 AM UTC
Technical evidence
IP address
203.0.113.10
Token fingerprint
de88b78530c9e085…
Audit timeline
Certificate generated by ClearPolicy on 6/19/2026
Download a branded attestation certificate for each completed acknowledgment — document details, recipient, technical evidence, and audit timeline in one PDF.
Used by churches, nonprofits, and small businesses across the US, UK, and Australia.
Make sure employees and contractors have signed your HR policies, safety procedures, and codes of conduct — with a documented audit trail if you ever need it.
Learn More
Make sure board members, staff, and volunteers have acknowledged your ethics policies, conflict of interest statements, and employee handbook — with a complete audit trail when you need it.
Learn More
Keep staff, volunteers, and ministry leaders current on your child safety policies, codes of conduct, and ministry guidelines. Connect your Planning Center account and compliance tracking runs itself.
Learn MoreFrom upload to proof in four steps
Upload PDFs, Word docs, or link Google Docs directly.
Sync from CSV, Zapier, or Planning Center.
One-click distribution with tracked receipts.
Automatic follow-ups, plus recurring re-attestation on your schedule.
Group Compliance
8 of 12 people compliant
23 of 28 people compliant
Status across assigned documents
Needs attention
4
Pending
9
Not started
3
Compliant
27
Send requests and track compliance
Document Compliance
31 of 40 compliant
37 of 40 compliant
18 of 40 compliant
Finish your document drafts
ESIGN and UETA compliant signatures for every policy.
Immutable logs of when policies were sent, delivered, viewed, and signed.
Automatic nudge emails ensure high compliance rates.
Keep your source of truth in Google Drive, sync to ClearPolicy.
Never wonder if someone signed v1.0 or v2.0 of your policies.
Recipients sign via secure links without creating passwords.
Renew policies with your people on a recurring schedule.
Connect to 5,000+ apps for automated onboarding and workflows.
Deeply integrate with tools churches already use.
No credit card required. Cancel anytime.
30-day free trial
Everything included. Unlimited people, documents, and team members.
A policy acknowledgement tracking system for writing, distributing, and collecting legally compliant e-signatures from staff and volunteers.
No. They click a link, review the policy, and sign. No login required.
Yes. ClearPolicy captures typed name, timestamp, IP address, and electronic consent — meeting ESIGN Act requirements.
ClearPolicy tracks versions and shows who signed which version. You can request new signatures for outdated people.
Yes. Google Drive and Planning Center are built-in native integrations. Zapier connects ClearPolicy to thousands of additional apps.
Yes. ClearPolicy includes compliance reports showing acknowledgment status across your organization — filterable by document or group, with print-to-PDF and CSV export.
Small businesses, nonprofits, churches, and organizations that need staff or volunteers to acknowledge policies without administrative overhead.
Minutes. Upload a policy, add contacts, send requests.
Yes. We offer a free onboarding call to help you import your contacts, set up your first policy, and send your first request. Email hello@clearpolicy.app and we'll get you set up.
Try free for 30 days. No credit card required.