Know which volunteers have signed your church’s policies.

No. Volunteers open a personal request link in their browser, review the policy, and type their name to sign. They can use a phone, tablet, or computer. To return to the signing portal, they enter their email and a six-digit code instead of registering or setting a password.

Yes. Create groups for ministries or campuses and add the relevant people and documents. Someone who serves in more than one ministry can belong to several groups. The same published policy can be shared across those groups without uploading a separate copy for each one.

Connect a Planning Center List to a ClearPolicy group and choose the policies that group needs. New volunteers with email addresses are added to the group. Turn on automatic request emails to send their new policy assignments, or send requests yourself when ready.

Sync does not automatically remove their ClearPolicy group membership or archive them. Review departures in ClearPolicy and update memberships or archive the person when appropriate. Archiving cancels open requests and preserves completed records; removing group membership alone does not cancel existing signature requests.

Yes. Add volunteers individually or import a CSV roster, then organize them into groups. Group assignments, reminders, the signing portal, and reports work without Planning Center.

Yes. Choose how often people need to sign again and turn on Auto-renew. Each person’s next request follows their last signing date. To ask everyone at the start of a ministry season, send the requests together yourself. If the policy has changed, publish the updated version first.

For an online signature, you can download the signed document and a Certificate of Attestation—a record of who signed, when, and which version of the policy they signed. You can also review when the request was sent, delivered, viewed, and completed. Earlier signed records stay linked to their original policy version when you publish an update.

Electronic signatures are the default path in ClearPolicy — fast, trackable, and audit-ready. When someone cannot complete a request online (no email, preference, accessibility, or a wet-ink requirement), a team member can record paper on file: upload the signed paper copy on the pending request. That person counts as complete for that document version, and the uploaded file stays with the request so your compliance record stays in one place. Paper on file is not an ESIGN electronic signature and does not produce an attestation certificate. It is a real workflow for keeping a complete record when electronic is not possible.

Yes. For organizational policies, employee handbooks, and volunteer agreements, ClearPolicy captures what ESIGN and UETA require: the signer's intent to sign electronically, typed name, timestamp, IP address, browser details, and the exact document version signed. That is the evidence courts, insurers, and auditors expect from an electronic signature program. Some documents may still require wet ink or notarization — you decide whether an e-signature is appropriate. When someone cannot complete online, a team member can keep a complete record in ClearPolicy by recording paper on file and uploading the signed paper copy on the open request. That is not an electronic signature; online completions still receive the full ESIGN certificate and audit trail.