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Add a document before you send requests or make it available to read. A published revision is required for both. Who can do this: owners and administrators.

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Upload a PDF or Word document

  1. Open Documents and click Add Document.
  2. Drop a file or choose one from your computer. PDF, .doc, and .docx files are supported, up to 25 MB.
  3. Check the document name.
  4. Leave Requires a signature on if people need to sign. Turn it off if they only need to read.
  5. Submit the form.
ClearPolicy converts Word files to PDF and publishes the first revision. Open Revisions to review the published file before sending it.

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Import from Google Drive or OneDrive

In Add Document, click More options, then choose Pick from Google Drive or Pick from OneDrive. Connect the service if prompted, select a supported file, check the name and signature setting, then submit. Like a local upload, a new cloud import is published when added. Imports are copies: later changes in Drive or OneDrive do not automatically update ClearPolicy. See Google Drive import or OneDrive import for supported types and connection help.

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Write in ClearPolicy

  1. In Add Document → More options, choose Write in ClearPolicy.
  2. Enter a name and choose whether the document requires a signature.
  3. Submit to open the draft editor.
  4. Write and format your document, then use Save Draft while it is in progress.
  5. Click Publish when it is ready.
Drafts are not visible to people and cannot be sent for signature.

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Choose what happens next

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Find document settings and history

Use Settings for the document name, signature requirement, groups, renewal, and archive actions. Use Revisions for content, published versions, and downloads. Documents requiring a signature open on Compliance. Documents available to read open on Revisions when there is no signature history. See documents and revisions.
Last modified on September 26, 2026