ClearPolicy connects to Google in two ways: your team members can sign in using their existing Google accounts, and you can pull documents directly from Google Drive when creating or updating a document in ClearPolicy. Both features are connected per user, so each person on your team authorizes Google independently.
Sign in with Google
Team members can log in to ClearPolicy using their Google account instead of a separate email and password. When they click Sign in with Google on the login page, they’ll be redirected to Google to authorize access, then returned to ClearPolicy.
Sign in with Google is available to any team member on your account. Each person connects their own Google account individually — this is not an organization-wide setting.
Import from Google Drive
When creating a new document or adding a revision to an existing one, you can import the file directly from your Google Drive rather than uploading it from your computer.
Supported file types
- Google Docs — converted to PDF on import
- PDF files stored in Google Drive
How to import
Start a new document or revision
In ClearPolicy, create a new document or open an existing document and choose to add a new revision.
Choose Import from Google Drive
When selecting a file, choose the Import from Google Drive option.
Authorize access
If you haven’t connected Google yet, you’ll be prompted to sign in and grant ClearPolicy permission to access your Drive files. You only need to do this once.
Select your file
Browse or search your Drive and select the document you want to import. ClearPolicy will fetch the file and create the revision.
How to connect your Google account
If you want to connect Google before importing a file, you can do so from your account settings.
Go to Integrations
Navigate to Settings > Integrations.
Connect Google
In the Sign-in providers section, find Google and click Connect. Complete the authorization flow to link your Google account to your ClearPolicy profile.
You can disconnect Google at any time from Settings > Integrations. Disconnecting removes access but does not delete any documents already imported.
