From your policy to their signed record.

Bring a policy or agreement and the names and email addresses of the people who need to sign it. You can start with a small group. Add people individually, or export your roster from Excel or Google Sheets as CSV before importing it.

No. A personal link in their request email opens the document directly. They review it and type their name to sign. The signing portal uses an email address and a six-digit code, with no account registration or password.

No. Imports are copies. To update the document in ClearPolicy, add and publish a new revision. Earlier signatures remain tied to their original version, and you choose when to send new requests.

Review the request’s delivery, views, and reminder activity. Smart Follow-up handles automatic reminders, and you can send a reminder yourself with an optional note. A reminder uses the existing request link and document version; it does not ask for a new signature after completion.

Yes. Publish the document with Requires a signature turned off and add it to a group. People in that group can open it as Available to read in the signing portal, even without a previous signature request. Share the portal link yourself; no availability email is sent, and opening the document is not recorded.

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.

Open Support in ClearPolicy or email support@clearpolicy.app. Tell us what you are trying to do and where you got stuck. The help documentation also covers document uploads, roster imports, group assignments, and sending requests.