Keep volunteer policy sign-offs on track. Ministry by ministry.

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.

The organization owner connects a Planning Center List to a ClearPolicy group. Sync brings in people with email addresses and matches existing people by email. With automatic request emails enabled, newly active assignments can send requests for published documents that require a signature; use Send missing for existing gaps.

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. Use a document’s renewal interval and Auto-renew for repeat signatures based on each person’s last completion. These dates are not tied to a shared ministry calendar. For a coordinated seasonal rollout, send requests when ready; if the policy changes, publish a new revision before requesting signatures on it.

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.