Get caregiver policies signed— even when your staff work off-site.

Yes. Staff open their personal request link on a phone, tablet, or computer, review the document, and type their name to sign. They do not need a ClearPolicy account or an app installation. The signing portal also brings together their pending requests, signed copies, and documents available to read through their groups.

Yes. Create groups by role or location and choose the policies each group needs. A caregiver can belong to both a role group and a branch group. Send requests yourself, or turn on automatic emails for new group assignments.

Yes. Publish the document with Requires a signature turned off and add it to a group. People in that group can open it under Available to read in the signing portal, even if they have never received a signature request. Sharing it does not send an availability email, and opening it is not recorded.

Archive the person to remove them from active lists while preserving their history. Their pending requests are canceled and automatic renewal requests stop. You can still find their completed records when needed.

Yes. Choose how often staff need to sign a policy again and turn on Auto-renew. Each person’s next request is based on their last signing date, rather than a shared calendar date. Anyone who has never signed still needs a first request.

ClearPolicy is for staff workplace policies, such as handbooks, codes of conduct, safety procedures, and confidentiality policies. It is not a patient-records or HIPAA compliance platform. A signed acknowledgment records the policy version a person completed; it does not establish clinical competency or regulatory compliance.

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.