Upload a policy, send for signatures, and see who completed it — with an audit trail and certificate for every person. Built for small businesses, healthcare teams, and other small organizations.
Free 30-day trial · No credit card · $29/mo after · Set up in minutes
Compliance at a glance
See who still needs to sign.
Needs attention
4
Pending
9
Not started
3
Compliant
27
Document compliance
Review and sign
Read the policy, then sign below.
No account required
Used by small businesses, healthcare providers, schools, nonprofits, and churches across the US, UK, and Australia.
Track compliance from your dashboard. Recipients sign in seconds — no account required.
Compliance at a glance
See who still needs to sign.
Needs attention
4
Pending
9
Not started
3
Compliant
27
Document compliance
Your organization-wide compliance score, a breakdown of people by status, and which documents need attention — so you know where to follow up on outstanding acknowledgments.
Create your document
Choose how you want to add a policy.
Upload PDF or Word Document
Import an existing PDF or Word document
Pick from Google Drive
Import a document from your Google Drive
Pick from OneDrive
Import a Word document or PDF from OneDrive
Use ClearPolicy Editor
Create a new document from scratch
Browse Templates
Start with a pre-made policy template
Upload a PDF, import from Google Drive or OneDrive, use the built-in editor, or start from a template — then publish policies and send document requests without leaving ClearPolicy.
Field Team
Track compliance by group.
Avery Brooks
Compliant4 of 4 documents
100%
Jules Kim
Compliant4 of 4 documents
100%
Logan Rivera
Compliant4 of 4 documents
100%
Taylor Quinn
Pending2 of 4 documents
50%
Track compliance by team, ministry, or department. See who still needs to sign, who is pending, and who is current on every assigned document.
Review and sign
Read the policy, then sign below.
No account required
Recipients open a secure link, review the policy, and sign or acknowledge electronically — on any device, with no ClearPolicy account required.
Document activity
Full audit trail for every request.
Document request
Workplace Safety Policy
Avery Brooks Recipient
Sent
Northfield Home Services
Mar 12, 9:12 AM
Delivered
System
Mar 12, 9:12 AM
Viewed
Avery Brooks
Mar 13, 2:48 PM
Signed
Avery Brooks
Mar 14, 10:06 AM
Every document request logs delivery, views, reminders, and completion — tied to the person and document, with timestamps and actors for a defensible record.
ClearPolicy electronic acknowledgment record
Document
Name
Workplace Safety Policy
Document ID
01kvb45pkn5908bc…
Recipient
Name
Avery Brooks
Request
Organization
Northfield Home Services
Completed at
6/2/2026 9:00 AM UTC
Technical evidence
IP address
203.0.113.10
Token fingerprint
de88b78530c9e085…
Audit timeline
Certificate generated by ClearPolicy on 6/19/2026
Download a branded attestation certificate for each completed acknowledgment — document details, recipient, technical evidence, and audit timeline in one PDF.
Compliance reports
Print to PDF or export CSV for leadership and auditors.
Northfield Home Services
Generated Jun 22, 2026
Document: Workplace Safety Policy
Avery Brooks
CompliantJun 2
Rowan Patel
CompliantJun 3
Logan Rivera
CompliantJun 2
Taylor Quinn
Pending—
Generated by ClearPolicy
Run compliance reports by person, document, or group — then print to PDF or export CSV for leadership reviews, board meetings, or audits.
Used by small businesses, healthcare providers, schools, nonprofits, and churches across the US, UK, and Australia.
Make sure employees and contractors have signed your HR policies, safety procedures, and codes of conduct — with a documented audit trail if you ever need it.
Learn MoreCollect signed staff policies, clinical handbooks, and safety procedures — with timestamped attestation records for every caregiver and clinician on your roster.
Learn MoreKeep staff, volunteers, and ministry leaders current on your child safety policies, codes of conduct, and ministry guidelines. Connect your Planning Center account and compliance tracking runs itself.
Learn MoreMake sure board members, staff, and volunteers have acknowledged your ethics policies, conflict of interest statements, and employee handbook — with a complete audit trail when you need it.
Learn MoreNo credit card required. Cancel anytime.
30-day free trial
Everything included. Unlimited people, documents, and team members.
See who signed without spreadsheet chase
Upload PDFs, Word docs, or link Google Docs directly.
Import your roster from a CSV spreadsheet, or sync from Zapier or Planning Center.
One-click distribution with tracked receipts.
Smart Follow-up when people need a nudge, plus recurring re-attestation on your schedule.
Group Compliance
8 of 12 people compliant
23 of 28 people compliant
Status across assigned documents
Needs attention
4
Pending
9
Not started
3
Compliant
27
Send requests and track compliance
Document Compliance
31 of 40 compliant
37 of 40 compliant
18 of 40 compliant
Finish your document drafts
Typed name, timestamp, IP address, consent, and document version — the record ESIGN and UETA require for enforceable organizational e-signatures.
Immutable logs of when policies were sent, delivered, viewed, and signed.
Import your whole roster from a spreadsheet — staff, volunteers, and board members in one upload.
Status by person, document, or group. Print to PDF or export CSV for auditors and leadership.
Adaptive email reminders that send sooner when someone opened a request but hasn't finished, and adjust as deadlines approach.
Never wonder if someone signed v1.0 or v2.0 of your policies.
Recipients sign via secure links without creating passwords.
Connect to 5,000+ apps for automated onboarding and workflows.
Sync volunteer and staff lists from Planning Center into ClearPolicy.
A policy acknowledgement tracking system for writing, distributing, and collecting electronic signatures with audit-ready records from staff and volunteers.
No. They click a link, review the policy, and sign. No login required.
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.
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.
ClearPolicy tracks versions and shows who signed which version. You can request new signatures for outdated people.
Yes. Google Drive, OneDrive, and Planning Center are built-in native integrations. Zapier connects ClearPolicy to thousands of additional apps.
Yes. ClearPolicy includes compliance reports showing acknowledgment status across your organization — filterable by document or group, with print-to-PDF and CSV export.
Small businesses, healthcare providers, home care agencies, schools, nonprofits, churches, and other teams that need staff or volunteers to acknowledge policies without administrative overhead.
Minutes. Upload a policy, add people, send requests.
Yes. Set a recurring schedule per document and ClearPolicy sends renewal signature requests automatically — every cycle logged in the audit trail.
Yes. We offer a free onboarding call to help you import your people, set up your first policy, and send your first request. Email [email protected] and we'll get you set up.
