Board, staff, and volunteer sign-offs. Organized around the people you serve with.

Yes. Create groups for each audience and add the relevant documents. A person can belong to several groups, and you can share the same document across groups without uploading separate copies. Owners and administrators manage the assignments and review progress.

With automatic request emails enabled, adding someone to a group sends requests for eligible new assignments to published documents that require a signature. You can turn automatic emails off while preparing the group and send missing requests when ready. Adding a draft does not send a request, and publishing it later does not send missing requests by itself.

Yes. They open a personal request link, review the policy, and type their name to sign. To return to the signing portal, they use their email address and a six-digit code. They do not register or set a password.

Yes. Set a document’s renewal interval and turn on Auto-renew to send eligible requests when another signature is due. Dates follow each person’s last completion, rather than a shared board-meeting or calendar date. For a coordinated annual review, send requests when you are ready; renewals do not replace someone’s first request.

Yes. Publish a document with Requires a signature turned off and share it through a group. Group members can open it as Available to read in the signing portal without a previous signature request. No availability email is sent, and opening the document is not recorded.

Archive the person to remove them from active lists and completion counts while keeping completed records and request history. Archiving cancels their open requests and stops automatic renewal requests. Their earlier signed documents remain available when you need them.

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.