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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.

Before you can send acknowledgment or signature requests, you need a published document. ClearPolicy gives you three ways to get content in — write it directly, upload a PDF, or pull it in from Google Docs — and keeps a full revision history so you can update content at any time without affecting past completions.
1

Go to Documents and click New Document

Open the Documents section from the main navigation. Click New Document to open the creation form.
2

Choose a creation method

Select how you want to add your content:
  • Rich-text editor — Write and format content directly in ClearPolicy.
  • PDF upload — Upload an existing PDF file.
  • Google Docs import — Connect your Google account and import a document from Google Drive.
3

Add a title and set the default attestation type

Give your document a clear, descriptive title. Optionally, set the default attestation type:
  • Acknowledgment — Recipients click to confirm they have read the document.
  • Signature — Recipients type their name to sign.
You can override this default when sending individual requests.
4

Write or edit your content

If you chose the rich-text editor, use the built-in editor to write and format your document content. For PDF uploads and Google Docs imports, your content is already loaded and ready to review.
5

Save as draft or publish the revision

When you are ready, choose one of the following:
  • Save as draft — Saves your work without making the document available for requests.
  • Publish — Publishes the current revision and makes it available for sending requests.
A document must be published before you can send acknowledgment or signature requests. Drafts are not available for sending.
You can create a new revision at any time to update a document’s content. Previously completed requests remain valid for the revision they were completed on — updating content does not invalidate past acknowledgments.
Downloadable PDFs are available for published revisions. Recipients and administrators can download a PDF copy directly from the document.
Last modified on April 12, 2026