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 small businesses, healthcare providers, schools, nonprofits, and churches across the US, UK, Australia, and Brazil.

  • Small businesses
  • Healthcare & Home Care
  • Schools & education
  • Churches & ministries
  • Nonprofits & boards

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 follow up on outstanding acknowledgments.

Add your policy

Upload a handbook PDF, import from Google Drive or OneDrive, 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.

Compliance reports

Run attestation reports by person, document, or group — then print to PDF or export CSV for HR leadership, audits, or insurance documentation.

How ClearPolicy works

  1. 1

    Add your policy

    Upload a PDF, import from Google Drive or OneDrive, 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 →

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

Clinic or home care team? Healthcare policy acknowledgment for care teams →

Small business, nonprofit, or church? Policy acknowledgment software for small organizations →

What you get

ESIGN and UETA electronic signatures

Typed name, timestamp, IP address, consent, and document version — the record ESIGN and UETA require for enforceable organizational e-signatures.

Clear audit trail

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

CSV roster import

Import your employee roster from a spreadsheet — onboarding cohorts in one upload.

Compliance reports

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

Smart Follow-up

Adaptive email reminders that send sooner when someone opened a request but hasn't finished, and adjust as deadlines approach.

Version tracking

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

No accounts for recipients

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

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 with board or volunteer policies

Conflict-of-interest forms, child safety policies, and codes of conduct — see segment pages for nonprofit and church workflows.

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

Team members sign in with Google or Microsoft — a fit for HR shops on Google Workspace or Microsoft 365. Import handbook PDFs from Google Drive or OneDrive, connect Zapier to your HRIS or ATS, and trigger attestation requests when a new hire is added — without maintaining a separate people list.

View integrations

Google Drive
OneDrive
Planning Center
Zapier
Google Forms
Airtable
Slack
Google Sheets
Mailchimp

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.

Does ClearPolicy meet ESIGN and UETA requirements for attestation?

Yes. For policy attestation workflows, ClearPolicy records the signer's intent, typed name, timestamp, IP address, browser details, electronic consent, and the exact document version completed — the core elements ESIGN and UETA require. Some documents may still require wet ink or notarization; you decide whether electronic attestation is appropriate. When needed, team members can record paper on file by uploading a signed paper copy so status and the file stay in ClearPolicy — separate from the electronic signature path.

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.

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.

Can annual attestation cycles renew automatically?

Yes. Set a recurring schedule per document and ClearPolicy sends renewal attestation requests on that interval — every cycle logged in the audit trail.

Can HR team members sign in with Google or Microsoft?

Yes. Team members can sign in with Google or Microsoft instead of a password. Employees who attest to policies still receive a secure link — no ClearPolicy account required on their end.

Set up your first attestation in 15 minutes

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