> ## 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.

# ClearPolicy help

> Find the steps to send documents, collect signatures, give people access to policies, and track completion.

ClearPolicy helps you get documents to the right people and keep a record of their signatures. You can also make published documents available to read in the signing portal without asking people to sign.

## What do you need to do?

<CardGroup cols={2}>
  <Card title="Send your first request" icon="send" href="/quickstart">
    Add a document and a person, send a request, and check completion.
  </Card>

  <Card title="Organize people into groups" icon="users-round" href="/guides/manage-groups">
    Set up a shared set of documents and choose when requests go out.
  </Card>

  <Card title="Follow up on requests" icon="bell" href="/guides/manage-requests">
    Find unfinished requests, send reminders, and resolve delivery problems.
  </Card>

  <Card title="Make documents available to read" icon="book-open" href="/guides/read-documents">
    Give people access through groups, without a signature request.
  </Card>

  <Card title="Sign a document" icon="pen-line" href="/guides/sign-document">
    Open your email link or use the signing portal. No team member account needed.
  </Card>

  <Card title="Get help" icon="messages-square" href="/guides/get-support">
    Ask the in-app assistant, request a human reply, or email support.
  </Card>
</CardGroup>

## A few terms to know

| Term | Meaning |
| - | - |
| **Organization** | Your team's documents, people, settings, and records in ClearPolicy. |
| **Team member** | Someone who signs in to manage work in your organization. |
| **Person** | Someone you add to receive document requests or read documents. Adding a person does not give them team member access. |
| **Group** | A collection of people who need the same documents. |
| **Document** | A policy, form, or other document your organization manages. |
| **Revision** | A version of a document. Requests refer to the version sent. |
| **Document request** | A request for one person to sign one document. |
| **Attestation** | The completion record retained when a request is completed. |

New online requests collect a typed-name signature. An acknowledgment is the outcome: the person acknowledges your policy. Older records may show click-only acknowledgments.

## Connect your other tools

Use [Planning Center](/integrations/planning-center) for people, [Google Drive](/integrations/google) or [OneDrive](/integrations/microsoft) for documents, and [Zapier](/integrations/zapier) for automations. You can also connect [ChatGPT or Claude](/integrations/mcp), or use the [REST API](/api/overview).

See the [changelog](/changelog) for recent product updates.


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