Import Word documents and PDFs from OneDrive when adding a document or replacing a draft’s content. Imports are copies; later OneDrive edits do not update ClearPolicy automatically.
Before you start
You need an owner or administrator role to add documents. Each team member connects their own Microsoft account.
Supported files are PDF, .doc, and .docx. Word documents are converted to PDF. Personal and work or school Microsoft accounts are supported.
Connect OneDrive
Open Settings → Integrations, find OneDrive, and click Connect. Sign in to Microsoft and approve file access. You can also connect when prompted by the document picker.
If your work or school account requires administrator approval, ask your Microsoft administrator to approve access, then retry.
Import from OneDrive
- Open Documents → Add Document → More options and choose Pick from OneDrive.
- Select the Word document or PDF.
- Check the name and Requires a signature setting.
- Submit the form. The new document is published; review it under Revisions before sending.
To update an existing document, import the replacement into a draft revision, then review and publish. See update a document.
Sign-in vs OneDrive access
Sign in with Microsoft authenticates a team member to ClearPolicy. Connect OneDrive grants file-import access. One does not automatically enable the other.
You can use Microsoft sign-in without importing files, or import from OneDrive while using another daily sign-in method.
Disconnect OneDrive
Use the disconnect action under Settings → Integrations. Previously imported documents remain in ClearPolicy.
Troubleshooting
- Administrator approval required: contact your Microsoft administrator.
- The file is missing: confirm you connected the account that can access the file and that it is a supported type.
- Access expired or was revoked: reconnect OneDrive and retry.
- An updated file is not reflected in ClearPolicy: import it into a new draft revision; there is no continuous content sync.
Last modified on September 26, 2026
