Your documents library

The documents library at /client/documents is where ClaraPay shares files with you: monthly reports, remittance statements, compliance certificates, placement templates, and other materials your team needs.

Each document shows its title, type, size, and date. Filter by document type to find what you need quickly; downloads are delivered through secure, time-limited links.

When to use it

• Your compliance team needs a specific certificate or attestation
• Your finance team wants a shared statement or monthly report
• You are preparing for an audit and need the paper trail in one place

Where signed agreements live

Your signed agreements (service agreement, BAA) are not in this library — they live in /client/settings under the Agreements section, where you can download the executed PDF and request an amendment.

Sharing files with ClaraPay

The library is where ClaraPay shares documents with you. To send a file to us — a legal notice, supporting documentation for a dispute — contact your account team through /client/messages and they will arrange the transfer. Message threads themselves are text-only. (Your W-9 and placement sample files upload directly in onboarding and business-profile settings.)

Historical versions

If you need a prior version of an amended document (for example, an earlier fee schedule), ask your account team — document versioning is not self-service in the portal.