> ## 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.

# Create and publish a document in ClearPolicy

> Learn how to create a document using the rich-text editor, a PDF upload, or a Google Docs import, then publish it so you can send requests.

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.

<Steps>
  <Step title="Go to Documents and click New Document">
    Open the **Documents** section from the main navigation. Click **New Document** to open the creation form.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  A document must be published before you can send acknowledgment or signature requests. Drafts are not available for sending.
</Note>

<Tip>
  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.
</Tip>

<Info>
  Downloadable PDFs are available for published revisions. Recipients and administrators can download a PDF copy directly from the document.
</Info>