> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Product updates in ClearPolicy — new features and improvements for your organization.

Product updates that matter for how your team manages documents, people, and sign-offs. For day-to-day how-tos, use the [guides](/guides/dashboard).

<Update label="September 2026" description="Reset trial data, document request and Nudge composers, assign sheets, organization logo" tags={["Documents", "People", "Groups", "Requests", "Settings"]}>
  ## Reset trial data

  During a free trial, an owner can permanently delete people, documents, groups, document requests, and signature records from **Settings → Organization → Profile** and keep the organization. This does not change when your trial ends. After you subscribe, this action is gone.

  [Reset trial data](/guides/reset-trial-data)

  ## Document request and Nudge composers

  Sending a request and nudging a reminder now use the same compose window. Choose people and a document (when sending), type an optional note, and open **Preview** to see the email before you click **Send**.

  On a pending document row (including a person's **Documents** tab), **Nudge** still sends a reminder right away. Open the menu next to **Nudge** for **Nudge with note…**. Bulk **Nudge** on **Requests** uses the same composer.

  [Send requests](/guides/send-requests) · [Reminders](/guides/reminders)

  ## Organization logo

  Upload a logo in **Settings → Organization → Branding** so people recognize your organization on signature request emails and the signing page. Choose **Show as icon** or **Show full width**. The ClearPolicy name stays on both.

  [Add your organization logo](/guides/organization-logo)

  ## Assign documents from a sheet

  On a person's **Documents** tab, **Add Document** opens a sheet where you can search and select documents. Assigning does not send a request by default. Use **Send request** or **Request signature** when you are ready to email them.

  On a group's **Documents** tab, **Add Documents** uses the same sheet. If **Automatic request emails** is on for the group, adding a published document still emails people in the group.

  ## Also send a document request when assigning

  On **Add Document** (person) and **Add People** (document), you can optionally turn on **Also send a document request** (off by default). That assigns and sends the usual document request in one step, with an optional note for the email. Unpublished documents cannot be sent. Document **Send request** remains the primary send path.

  [Send requests](/guides/send-requests#assigning-vs-sending-a-request) · [Track compliance](/guides/track-compliance)
</Update>

<Update label="August 2026" description="Select all, nudge with note, signing portal" tags={["People", "Requests"]}>
  ## Select all when sending requests

  When sending a document request, use **Select all people** (or **Select all matching people** while searching) to select a large roster quickly. The people list loads more as you scroll. You can send to at most 500 people in one send.

  [Send requests](/guides/send-requests)

  ## Nudge with note

  When you follow up on outstanding requests, you can refresh the note to recipients and send a reminder without creating a new request.

  * On a request row, click **Nudge** for an immediate reminder, or open the menu and choose **Nudge with note…**
  * On bulk **Nudge**, you can add a note that applies to every request in that nudge
  * A new note replaces the previous note on those requests, then ClearPolicy sends the usual reminder (same personal link)

  [Send reminders](/guides/reminders) · [Manage requests](/guides/manage-requests)

  ## Signing portal

  People can open the **signing portal** with a one-time email code—no team member account—to see pending and signed document requests for that address, including across more than one organization.

  * Enter email at [app.clearpolicy.app/signer](https://app.clearpolicy.app/signer), or choose **Here to sign a document?** on the team log in and register pages
  * **Sign** opens the same attestation experience as the personal email link
  * **View document** reopens completed requests, including after the original deadline has passed
  * Personal request links still work without a code

  [How people use the signing portal](/guides/signer-portal)
</Update>

<Update label="July 2026" description="Paper, reminders, and imports" tags={["Requests", "Documents", "Platform"]}>
  ## Paper on file

  When someone cannot finish online, a team member can upload the signed paper copy on the request so status and evidence stay in ClearPolicy.

  [Track compliance — paper on file](/guides/track-compliance)

  ## Smart Follow-up

  Automatic reminders adapt based on whether the person opened the request and whether a deadline is approaching—so follow-ups go out when they are more likely to help.

  [Send reminders](/guides/reminders)

  ## OneDrive import

  Import Word documents and PDFs from Microsoft OneDrive when you create a document or replace a draft—personal and work accounts.

  [Create a document](/guides/create-document) · [Microsoft OneDrive](/integrations/microsoft)

  ## Quick search

  Press **⌘K** (or **Ctrl+K**) to find people, documents, and groups, jump to a page, or start a new document without leaving where you are.
</Update>