ClearPolicy

Policy attestation software — proof your people signed, and when.

ClearPolicy gives HR teams and compliance managers a complete attestation record for every policy — with a timestamped audit trail, version tracking, and printable compliance reports.

Common approach

Where most teams fall short

  • PDF emailed to staff
  • Reply-to-confirm tracking
  • Spreadsheet with initials
  • No version tracking
  • No proof of receipt

With ClearPolicy

Proof you can produce on demand

  • Signed via secure link
  • Timestamp + IP logged
  • Audit trail exportable
  • Version-specific record
  • Compliance reports

Trusted by organizations like yours

Used by churches, nonprofits, and small businesses across the US, UK, and Australia.

  • Churches & ministries
  • Nonprofits & boards
  • Small businesses
  • Volunteer organizations
  • Childcare services

See it in action

From policy upload to signed attestation proof — every step in one system.

Compliance dashboard

Your team-wide compliance score, a breakdown of people by status, and which policies need attention — so HR knows where to focus before an audit or dispute.

Add your policy

Upload a handbook PDF, import from Google Drive, or use the editor — then publish policies and send attestation requests without leaving ClearPolicy.

People and groups

Track attestation status by department, role, or onboarding cohort. See who still needs to sign, who is pending, and who is current on every assigned policy.

Public attestation page

Employees open a secure link, review the policy, and attest electronically — on any device, with no ClearPolicy account required.

Document activity

Every attestation request logs delivery, views, reminders, and completion — tied to the person and policy version, with timestamps for a defensible record.

Attestation certificate

Download a branded attestation certificate for each completed sign-off — document details, recipient, technical evidence, and audit timeline in one PDF.

How ClearPolicy works

  1. 1

    Add your policy

    Upload a PDF, import from Google Drive, or write in the editor. Versioned automatically.

  2. 2

    Send request

    Recipients get an attestation request link by email. No account needed — they review and sign in under a minute.

  3. 3

    Get proof

    Every attestation is logged with timestamp, IP address, device, and document revision. Export the audit trail or run a compliance report anytime.

Policy attestation tracking dashboard — see who's signed, who hasn't, and who's outdated

How ClearPolicy compares

Feature ClearPolicy Email + PDF DocuSign HRIS module
Timestamped audit trail Yes No Yes Varies
Version-specific records Yes No No Varies
Compliance reports Yes No No Varies
No recipient account Yes Yes No Not applicable
Built for policy tracking Yes No No Partial
Flat pricing, no per-seat fees Yes Yes No Not applicable

Want a deeper breakdown? Read our full comparison: Where to Track Policy Acknowledgments and Signatures →

Comparing ClearPolicy to DocuSign? Read our ClearPolicy vs DocuSign comparison →

What you get

Clear audit trail

Timestamp, IP, device, and exact document revision for every attestation.

Version tracking

Know which revision of a document each person signed — always.

Compliance reports

Status by person, document, or group. Print to PDF or export CSV.

Automated reminders

Configurable follow-ups until every attestation is complete.

Scheduled renewals

Annual or recurring attestation cycles run automatically.

No accounts for recipients

Signers click a link and sign. Nothing to install or log into.

ESIGN / UETA compliant

Legally recognized electronic signatures for every policy.

Google Drive sync

Import directly from Drive. Keep your source of truth where it is.

Zapier integration

Connect to your HR stack for automated onboarding workflows.

What recipients see

Clean, simple attestation process:

  • Click link in email
  • Review policy
  • Type name to attest
  • Done

No account creation. No password hassles.

Built for teams like yours

ClearPolicy is designed for teams that need professional attestation tracking without enterprise pricing, per-seat fees, or a demo call to get started.

HR teams managing employee policy compliance

Onboarding attestations, annual renewals, and a defensible audit trail when disputes arise.

Small businesses without a dedicated HR department

One person wearing five hats. Set up in 15 minutes. No HRIS subscription required.

Organizations with recurring annual attestation cycles

Set a recurrence schedule once. ClearPolicy sends the requests automatically every cycle.

Compliance managers reporting to leadership or auditors

Run a compliance report, print to PDF, and hand it to your board or insurance carrier — no manual legwork.

Nonprofits and churches tracking board and volunteer policies

Codes of conduct, child safety policies, conflict of interest forms — all tracked with a full audit trail.

Any team that needs proof a policy was seen and signed

If something goes wrong, you'll have the record. Timestamp, IP address, document version — ready to produce.

Fits into the HR workflow you already have

ClearPolicy connects natively with Google Drive for document import, and via Zapier to thousands of tools — including your HRIS, ATS, Google Workspace, Airtable, and more. Trigger attestation requests automatically when a new hire is added, or sync your people list without maintaining a separate contact database.

View integrations

Google Drive
Planning Center
Zapier
Google Forms
Airtable
Slack
Google Sheets
Mailchimp
Text In Church

Frequently asked questions

What's the difference between policy acknowledgment and policy attestation?

The terms are often used interchangeably. Attestation typically implies a more formal, documented declaration — the signer is attesting under their identity that they have reviewed the policy. ClearPolicy captures both: a signed acknowledgment with a complete audit record that meets the standard for formal attestation.

Is a typed name legally valid for attestation?

Yes. A typed name combined with a timestamp, IP address, and electronic consent meets the requirements of the ESIGN Act and UETA. ClearPolicy records all of these with every attestation.

Can I run a compliance report to show attestation status across my team?

Yes. ClearPolicy includes people, document, and group compliance reports showing who is compliant, pending, or overdue. Filter by person, document, or group, then print to PDF or export to CSV — ready for board reviews, audits, or insurance documentation.

Can I report compliance status to leadership or auditors?

Yes. ClearPolicy includes compliance reports showing attestation status across your organization — filterable by document, group, or person, with print-to-PDF and CSV export.

What happens when a policy is updated?

ClearPolicy versions documents automatically. You can see exactly which revision each person signed, and send a new attestation request for the updated version to whoever needs to re-attest.

How is this different from an HRIS or DocuSign?

DocuSign is built for contracts between parties. HRIS platforms include attestation as one feature inside a much larger (and more expensive) system. ClearPolicy is purpose-built for policy attestation — simpler, cheaper, and set up in under 15 minutes.

Can I use ClearPolicy for employee onboarding?

Yes. Send handbooks, harassment policies, safety rules, confidentiality policies, and code of conduct documents to new hires — and track who has attested before day one is over.

How do I track employee policy attestations?

ClearPolicy lets you send policies, collect digital attestations, and see who has or has not signed each document. Instead of spreadsheets or email reminders, you get a dashboard showing status by person, group, and policy.

Set up your first attestation in 15 minutes

30-day free trial. No credit card required. No demo needed.