Automatic reminders
Send the policy. Let the follow-up happen.
ClearPolicy reminds people who still need to sign, with timing that adapts to their request. Add a personal note or send a bulk reminder whenever you need to step in.
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Smart Follow-up
Automatic reminders enabled
Taylor Quinn
Not viewed
Reminder sent
Logan Rivera
Viewed, not signed
Reminder sent
Avery Brooks
Signed
Completed
A reminder that fits the request
Smart Follow-up considers whether someone has opened their request and how close it is to its deadline.
Not viewed
Put the signing link back in reach
If someone hasn’t opened their request, Smart Follow-up sends a reminder with their personal link. They can get straight to the policy without asking you to resend it.
Viewed, not signed
Follow up while it’s still fresh
Opening a request doesn’t always mean finishing it. Smart Follow-up uses that viewing activity to time a reminder, so you don’t have to keep checking back.
Deadline approaching
Keep the due date in view
For requests with expiry enabled, Smart Follow-up switches to deadline reminders in the final week, with wording that makes the remaining time clear.
Deadline reminders in the final week
- 7 days left
- 3 days left
- 1 day left
- Due today
Sometimes a personal note helps
Handle routine follow-up automatically, and add context when you need it.
Reach one person
Send a reminder from an open request. Add a note that appears in the reminder email and on the signing page, then preview before sending.
Follow up with several people
Choose outstanding requests or narrow the audience to those not viewed, viewed, or already reminded. Check who’s included and send the reminders together.
Reminder: Employee Handbook
Your signing link, with a note from your organization
Hi Taylor,
Your Employee Handbook is waiting for your signature.
Please review the updated handbook before Friday’s team meeting. Let me know if you have any questions.Review and sign
No account needed to sign.
Choose how follow-up works
Automatic reminders and Smart Follow-up are on by default. Adjust them for your organization.
Keep adaptive timing
Let Smart Follow-up adjust reminders to request activity and deadlines. Automatic reminders run in the morning in your organization’s time zone.
Set a fixed cadence
Prefer a predictable interval? Turn off Smart Follow-up and choose daily reminders or every 3, 5, 7, or 14 days. Choose whether they repeat.
You can also turn automatic reminders off and send them yourself.
Questions about policy reminders
When does Smart Follow-up send the first reminder?
The first reminder becomes due about 48 hours after sending an unopened request, or about 24 hours after someone views it without completing. Automatic reminders run during a daily morning check in your organization’s time zone, rather than at an exact hour after the event.
How do deadline reminders work?
With Smart Follow-up and request expiry enabled, reminders use milestones in the final week: 7 days, 3 days, 1 day, and the deadline day. Each milestone is sent at most once. These replace the regular viewed/not-viewed reminder timing during that period. A reminder does not extend the deadline.
Can I choose a fixed schedule instead?
Yes. Turn off Smart Follow-up and choose every day, 3 days, 5 days, 7 days, or 14 days. Enable Repeat reminders until completed if you want that cadence to continue. Owners and administrators control these settings under Settings → Document Requests.
Can I send a reminder to several people at once?
Yes. On Requests, choose All outstanding, Not viewed, Viewed, or Reminded from Nudge. Search to narrow the audience, check the recipients and request count, and preview before sending. You can include a note. When possible, multiple reminders for the same person are grouped into one email.
Can I see which reminders have already been sent?
Yes. Each request’s Activity records reminders, including automatic reminders labeled Reminded (Scheduled). Review the history alongside viewing and completion activity before deciding on your next follow-up.
Are reminders the same as recurring renewals?
No. A reminder follows up on an open request using the same signing link and document version. Auto-renew sends a new request when another signature becomes due after a previous completion. Use reminders for unfinished requests and renewals for periodic sign-offs.
One less follow-up email on your list.
Send your first policy and let ClearPolicy handle the reminders. Try it free for 30 days, no credit card required.