Policies
Policies are compliance documents (URLs or uploaded files) that define the rules promotions must follow. Compliance Admins and Marketing Admins can create policies, and only Compliance Admins can edit, version, or delete them. Everyone except external users can view policies and comment on them. Policies inform the AI suggestions Adclear generates during review.Creating a policy
Compliance Admins and Marketing Admins can create policies. Only Compliance Admins can edit, version, or delete an existing one. See How roles work for the full picture.
1
Go to Policies and click New Policy
Fill in the policy name, products, channels, and jurisdictions.
2
Add content
Either paste a website URL or upload a document (such as a PDF, Word document, text file, image, CSV, or Excel spreadsheet). Uploaded documents can be up to 30 MB. Website URLs display as clickable links in both the list and detail view.
3
Set a next review date (optional)
Pick a date for the policy’s next review. Reminder emails go to the person who uploaded the current version of the policy, even if someone else sets the date. A Compliance Admin can change it later from the policy sidebar.
4
Click Add
The policy appears in the Policies list. Click the row to open the Policy View page with full details.
Viewing a policy
Anyone in your organisation except external users can open a policy. Open a policy from the Policies list to see its details, sidebar metadata, and the content you added. Click a document in the Content section to open it in a new browser tab. PDFs open directly; Word documents are converted to PDF automatically for viewing. Spreadsheets (CSV and Excel) download instead of opening, because they cannot be previewed. Website URLs open in a new tab. When a rule links to a policy, opening the policy from that rule takes you to the same Policy View page. Policies are searchable when you link them to other items. When linking a policy to a rule, you can search the picker by name. The results are automatically filtered to the rule’s products, channels, and jurisdictions.Review dates and reminders
Give a policy a next review date so it is not forgotten. You can set the date when you add the policy, and a Compliance Admin can change or clear it later from the Next review date field in the policy sidebar. Adclear emails a reminder seven days before the next review date and again on the day itself. Reminders go to the person who uploaded the current version of the policy. Turn them on or off from Settings → Notifications → Email, under Next Review Date Reminders. The Advance reminder timing setting on that page applies to claims and promotions only; policy reminders always go out seven days ahead. See Settings for the full list of email preferences.Deleting a policy
Compliance Admins can delete policies from the row context menu on the Policies list or from the Policy View page. A confirmation message appears and the policy is removed. You cannot see a list of deleted policies in Adclear yourself. If you need to check whether a policy was deleted, contact support@adclear.ai.Exporting policies
Select policies with the checkbox at the start of each row and choose Export in the bar at the bottom of the table for a CSV of those policies. To export the filtered list instead, press⌘+K (Ctrl+K on Windows) on the Policies page and choose Export policies…, and tick Linked rules under Include to add the rules that cite them. On a policy’s page, Export this policy… in ⌘+K can also include the rules that cite it. When you tick more than one section, choose how they arrive: a ZIP of CSVs (one file per section), an Excel workbook (one sheet per section), or One CSV (each section under its own title row).
Exports from the selection and from ⌘K are enabled per organisation. If you don’t see them, speak to your Adclear contact.
Policy comments
Open any policy from the list to add comments. Newer comments appear at the top. You can delete individual comments from the comment menu. Anyone you @-mention in a policy comment receives a notification. Each person can turn mention notifications on or off from their own notification preferences.Disclaimers
Disclaimers are reusable legal text snippets that can be linked to promotions, claims, and rules. They are scoped to specific products, jurisdictions, and communication types. Disclaimers let you keep your approved legal wording in one place and link it to the promotions, claims and rules that need it, rather than copying the text into each one. During review, the rules that reference a disclaimer use it to check whether a promotion includes the required wording. Compliance Admins can create, edit, and manage disclaimers from the Disclaimers page in the workspace. Once created, a disclaimer becomes available to link from claims and is referenced by relevant rules during review. To link an existing disclaimer to a claim, open the claim’s Submit Claim page, go to Linked Disclaimers, and select from the available disclaimers.Creating a disclaimer
Only Compliance Admins can create disclaimers. See How roles work.1
Go to Disclaimers and click New Disclaimer
Open the Disclaimers page in the workspace and start a new disclaimer.
2
Enter the disclaimer content
Paste the approved legal wording into the Disclaimer Content field. This is the exact text that will be linked from claims, promotions, and rules.
3
Scope it
Choose the Products, Channels, Jurisdictions, and Content Types the disclaimer applies to. If your workspace uses more than one communication type, pick the Communication Types it applies to as well. Use Apply to all on any field where the disclaimer applies everywhere in that dimension.
4
Click Add Disclaimer
The disclaimer appears in the Disclaimers list and is available to link from claims and to be referenced by rules.
Disclaimer versions
When wording needs to change, add a new version instead of editing in place, so earlier wording is preserved.1
Open the disclaimer
Open the disclaimer from the Disclaimers list. The version selector at the top of the page shows the current version.
2
Add a new version
From the version selector, choose Add version. Update the content and scope, then confirm to create the next version.
Archiving and deleting several disclaimers
Select disclaimers with the checkbox at the start of each row on the Disclaimers page, then choose Archive in the bar at the bottom of the table, or press⌘+K (Ctrl+K on Windows) and pick it under Bulk actions. Archiving removes a disclaimer from reviews. Selecting works as it does on the Website monitoring table. Archiving and deleting several disclaimers at once is rolling out gradually, so you may not see it yet.
Turn on the Archived filter to see archived disclaimers, then select them to Restore or Delete them. Only archived disclaimers can be deleted this way, and deleting a disclaimer removes all its versions. You need permission to manage disclaimers.
Without that permission, the Disclaimers page shows no checkboxes or Archived filter.
Exporting disclaimers
Select disclaimers and choose Export, or press⌘+K on the Disclaimers page and choose Export disclaimers… to export the filtered list, ticking linked rules or claims under Include to add them. Exporting from the Archived view exports archived disclaimers. On a disclaimer’s page, Export this disclaimer… can also include the rules and claims linked to it. When you tick more than one section, choose how they arrive: a ZIP of CSVs (one file per section), an Excel workbook (one sheet per section), or One CSV (each section under its own title row).
Prominence
Prominence is a check that flags disclaimers that are too small compared with the main text on a promotion. Prominence checks are turned on for your workspace by Adclear. Once they are on, the check is on by default for every new disclaimer, and you can switch it off for a specific disclaimer. Compliance Admins can open a disclaimer and use the Check Prominence toggle in the sidebar to switch the check on or off for that disclaimer. When it is on, Adclear flags the disclaimer during review if it does not meet the minimum size against the promotion’s main text. When it is off, no prominence check runs for that disclaimer.The Check Prominence toggle only appears when prominence checks are turned on for your workspace. To have prominence turned on, contact support@adclear.ai.