ClearPolicy

Send · Track · Follow up

Policy acknowledgment software. Know who still needs to sign.

Send your policies to the right people, collect electronic signatures, and keep a record of each sign-off. ClearPolicy keeps assignments, reminders, and completion tracking together as people join and policies change.

$29/month · Unlimited people · No credit card for the trial

Connect each policy to the people who need it

Policy acknowledgment software brings distribution, signatures, and follow-up into one process. Instead of matching returned documents to a separate roster, you can see each person’s assignments and signing records together.

Someone new joins

Give new employees, volunteers, or board members the documents for their role and track their signatures alongside everyone else’s.

Employee handbooks and volunteer agreements

A policy changes

Publish the revised document, see who needs the current version, and send new requests while keeping earlier signature records.

Updated safety policies and codes of conduct

Another sign-off is due

Set a renewal interval and enable Auto-renew to request another signature when it is due, based on each person’s last completion.

Annual policy acknowledgments

From your document to a signed record

Build a repeatable policy-signing process

  1. 1

    Add your documents

    Upload your policies, import from Google Drive or OneDrive, or use the editor.

  2. 2

    Choose who needs them

    Add people or import a CSV. Use groups for shared document assignments.

  3. 3

    Send signature requests

    People open their personal email link, review the document, and type their name to sign.

  4. 4

    Follow up and keep records

    Check outstanding work, send reminders, and download completed records.

People sign from a personal email link, on their phone or computer. No account required.

The tools behind a complete acknowledgment process

Start with the overview, then explore the part of the workflow you need most.

Completion tracking and reports

See who has signed, who is still pending, and which assignments are unrequested, outdated, or due for renewal. Review progress by person, group, or document.

Explore tracking and reports

Automatic reminders

Let Smart Follow-up remind people who have not finished, using viewing activity and deadlines to adjust timing. Send personal or bulk reminders when you need to step in.

See how reminders work

Group assignments

Assign documents by role, department, or location. New group members inherit those assignments. Groups can also share documents marked Available to read without requesting a signature.

Explore group assignments

Policy versions and signature records

Keep each signature tied to the version that person signed. Publish revisions without losing earlier records, then send requests to people who need the update.

See versions and records

Branded signing and a place to return

Show your logo on the signing experience. People sign from a personal link without an account, and use the signing portal to find pending requests, signed copies, and documents available to read.

Explore signing and the portal

Policy sign-offs for small businesses—and the teams around them

Keep handbooks, workplace safety policies, and codes of conduct organized for employees and contractors. Owners and administrators can manage assignments and follow-up without building a separate tracking process for each department.

The same workflow fits other organizations, too.

Choose the right fit

Need ongoing tracking as well as signatures?

If you already share policies through email or collect signatures in another tool, compare how you manage the work afterward: new people, missing requests, policy revisions, and the next round of sign-offs.

  • Know which people need each document.
  • See missing and outdated sign-offs alongside pending requests.
  • Find the signed version and share a completion report.

30-day free trial

One plan for your organization

Try it with your own policy and a group of people. No credit card required for the trial.

$29 /month
  • Unlimited people, documents, and team members
  • Group assignments and electronic signatures
  • Automatic reminders and recurring renewals
  • Version-linked records and compliance reports
  • All integrations included
Start your free 30-day trial

See full pricing details

Questions about policy acknowledgment software

What is policy acknowledgment software?

Policy acknowledgment software helps an organization distribute policies, collect signatures, track completion, and keep a record of the version each person signed. ClearPolicy connects those records to your people and groups, so you can follow up on missing signatures and manage policy updates or recurring sign-offs.

Can we use our existing policies and employee handbook?

Yes. Upload your documents, import from Google Drive or OneDrive, or add content in the built-in editor. Add people individually or import a CSV, assign the documents they need, and send signature requests. You can connect other workflows through the available integrations.

Do employees or volunteers need an account to sign?

No. Request and reminder emails include a personal link that opens signing directly. People review the document and type their name to sign. The separate signing portal uses their email address and a six-digit code, without account registration.

Does a signature prove someone read and follows the policy?

A signature records the person’s acknowledgment of the document. ClearPolicy records signing evidence and request activity, but it does not verify comprehension or whether someone follows the policy in practice. Your organization still handles training, questions, and enforcement.

What happens when we update a policy or need an annual signature?

For changed content, publish a new revision and send requests to the people who need to sign it. Publishing alone does not email everyone, and earlier signatures stay linked to their original version. For periodic signatures, set a renewal interval and enable Auto-renew. Each person’s next sign-off is based on their last completion, not a shared calendar date.

Can we share policies that do not need a signature?

Yes. Publish a document with Requires a signature turned off and share it through a group. Group members can open it under Available to read in their signing portal. This does not create a signature request or send an availability email, and opening the document is not tracked.

What if someone cannot or will not sign online?

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.

Does ClearPolicy meet ESIGN and UETA requirements?

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.

Bring one policy. Send your first requests.

Try ClearPolicy with the people who need to sign your handbook or policy. Track completion, follow up, and keep the records together.