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Import a Google Doc or PDF from Google Drive when adding a document or updating a draft. ClearPolicy stores a copy; later edits in Drive do not automatically update it.

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Before you start

You need an owner or administrator role to add documents, and access to the file in Google Drive. Each team member connects their own Google account. Supported files are Google Docs, converted to PDF, and PDF files stored in Drive.

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Connect Google Drive

Open Settings → Integrations, find Google Drive, and click Connect. Sign in to Google and approve Drive access. You can also connect when prompted from the document picker.

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Import from Google Drive

  1. Open Documents → Add Document → More options and choose Pick from Google Drive.
  2. Select the file from your Drive.
  3. Check the name and Requires a signature setting.
  4. Submit the form. The new document is published; review it under Revisions before sending.
For an existing document, open Revisions and work on a draft. Import the updated file there, review it, then publish. See update a document.

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Sign in with Google

Sign in with Google on the login page lets team members use their Google account to access ClearPolicy. Google sign-in and Drive file access are separate permissions. If imports ask you to connect Drive, complete that permission step even if you already use Google to sign in.

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Disconnect Drive

Use the Google Drive disconnect action under Settings → Integrations. Disconnecting stops that connection’s future imports; documents already imported remain in ClearPolicy.

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Troubleshooting

  • The file is missing: confirm the connected Google account can access it and that it is a supported type.
  • Google asks for permission again: reconnect Drive under Integrations and retry.
  • The Google Doc is too large to export: open it in Google Docs, choose File → Download → PDF Document (.pdf), then upload the PDF to ClearPolicy within the upload size limit.
  • The Drive version changed: import it as a new draft revision in ClearPolicy; imported copies do not sync continuously.
Last modified on September 26, 2026