ClearPolicy

ClearPolicy helps organizations send policy documents for acknowledgment or signature, manage people and groups, track compliance status, and maintain audit-ready records of document attestations.

Skills

• Manage People
  Find, inspect, and create people in a ClearPolicy organization so they can receive document acknowledgment or signature requests.
  peoplecontactsrecipientscompliance
• Manage Documents
  List and inspect ClearPolicy documents, including published status, default attestation type, renewal settings, and compliance counts.
  documentspoliciesattestationscompliance
• Send Attestation Requests
  Send a published ClearPolicy document to a person for acknowledgment or signature, optionally including a recipient message. Ask for confirmation before sending requests.
  attestationacknowledgmentsignaturepolicy distribution
• Track Signing Requests
  Find and inspect signing or acknowledgment requests, including sent, viewed, attested, canceled, expired, and reminder status.
  signing requestsaudit trailstatusreminders
• Send Reminders
  Send reminders for outstanding ClearPolicy attestation requests when appropriate. Ask for confirmation before sending reminders.
  remindersfollow-upcompliance
• Manage Groups
  List groups, inspect group membership and document assignments, and add people to groups for organized compliance workflows.
  groupsmembershipassignmentscompliance

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