Adding a person does not send an email and does not create a login. They only receive email when you send a document request. If you want someone to sign in and work in ClearPolicy, invite them as a team member from Settings → Team members.
Add a person
1
Open People
Click People in the sidebar.
2
Click Add Person
Click Add Person.
3
Enter their details
Add the person’s first name, last name, and email address. You can also add a phone number and assign groups.
4
Save the person
Click Save. The person is ready to receive requests.
Find the right people
The People page includes search, status buttons, and filters.Edit a person’s details
1
Open the person
Click a person from the People list. ClearPolicy opens their Documents tab.
2
Go to Settings
Open the person’s Settings tab.
3
Update details or groups
Edit their name, email address, or phone number in Details. In Groups, use Add group to assign existing groups, or remove a group from the list. You cannot create a new group here — create it from Groups first.
4
Save changes
Click Save on the section you changed. Group changes are not saved until you click Save. If a group has automatic request emails on, saving may send document requests.
Open requests keep the name and email from when they were sent. Saving a corrected email in the person’s profile does not change requests that are already out. To reach the recipient at a new address, cancel and resend the affected requests from Requests or the person’s profile.
Fix email delivery failures
When a pending request email cannot be delivered, ClearPolicy highlights the person in the Failures filter and shows a delivery follow-up alert on their profile and Settings page. The alert tells you how many open requests need follow-up and links you to the affected requests. Other open requests for the same person can still receive reminders. From the person’s profile:- Click View requests on the alert to open their request list.
- Click Review on an affected request to see delivery details and choose Email is correct — try again or Update email address.
- If you updated the person’s email, use Cancel and resend on the request when the new email no longer matches the address on the failed request.
Use bulk actions
Select one or more people from the People list to show bulk actions.- Add to group — Adds the selected people to an existing group.
- Nudge — Sends reminder emails to selected people who have pending requests.
- Archive — Moves selected active people out of active lists.
- Unarchive — Restores selected archived people to active lists.
Nudge only sends reminders to selected people who currently have pending requests.