# ClearPolicy

- [ClearPolicy help](https://docs.clearpolicy.app/introduction.md): Find the steps to send documents, collect signatures, give people access to policies, and track completion.
- [Send your first document request](https://docs.clearpolicy.app/quickstart.md): Add a document, add a person, send a signature request, and check completion in ClearPolicy.
- [Changelog](https://docs.clearpolicy.app/changelog.md): Product updates in ClearPolicy — new features and improvements for your organization.
- [Understand people, team members, and groups](https://docs.clearpolicy.app/concepts/people-groups.md): Choose whether someone needs to receive documents, manage your organization, or belong to a group.
- [Add and manage people](https://docs.clearpolicy.app/guides/manage-people.md): Add people, correct their details, manage group membership, and archive people while keeping their history.
- [Import people from a CSV](https://docs.clearpolicy.app/guides/import-people.md): Prepare a CSV roster, choose an import mode, and check results. Export Excel or Google Sheets as CSV before uploading.
- [Create and manage groups](https://docs.clearpolicy.app/guides/manage-groups.md): Organize people, add documents to a group, and choose whether membership changes send signature requests.
- [Add and publish a document](https://docs.clearpolicy.app/guides/create-document.md): Upload a PDF or Word document, import from Google Drive or OneDrive, or write in ClearPolicy. Choose whether people need to sign.
- [Update a document and request new signatures](https://docs.clearpolicy.app/guides/update-document.md): Publish a new revision without losing earlier records, then send the updated document to people who need to sign again.
- [Make documents available to read](https://docs.clearpolicy.app/guides/read-documents.md): Let people open published documents in the signing portal through their groups, without a signature request.
- [Ask people to sign again on a schedule](https://docs.clearpolicy.app/guides/renewals.md): Set a document's renewal interval and use Auto-renew to send new signature requests when each person's next sign-off is due.
- [Understand documents and revisions](https://docs.clearpolicy.app/concepts/documents.md): Learn how document settings, published revisions, signature requests, and reading access fit together.
- [Share your organization's signing portal](https://docs.clearpolicy.app/guides/signer-portal.md): Give people one link to find their pending requests, signed copies, and documents available to read.
- [Send document requests](https://docs.clearpolicy.app/guides/send-requests.md): Send one or more published documents to people for signature, add an optional note, and preview the email before sending.
- [Manage document requests](https://docs.clearpolicy.app/guides/manage-requests.md): Find outstanding requests by person or by request, review activity, send reminders, and cancel requests that are no longer needed.
- [Send reminders](https://docs.clearpolicy.app/guides/reminders.md): Remind people about open requests, update a reminder note, or configure Smart Follow-up and a fixed reminder schedule.
- [Set request deadlines](https://docs.clearpolicy.app/guides/request-expiry.md): Choose how long new document requests stay open and send replacement requests when unfinished ones expire.
- [Fix missing or failed request emails](https://docs.clearpolicy.app/guides/delivery-failures.md): Check whether a request was sent, review delivery failures, retry an address, or correct an email so open requests send again.
- [Record a paper signature](https://docs.clearpolicy.app/guides/record-paper-signature.md): Upload a signed paper copy to complete a pending request and keep the evidence with the person's document history.
- [Track who still needs to sign](https://docs.clearpolicy.app/guides/track-compliance.md): Choose the person, document, or group view that answers your question, then act on the outstanding work.
- [Understand completion statuses](https://docs.clearpolicy.app/concepts/compliance.md): Distinguish document completion, person status, request activity, and delivery status so you know what to do next.
- [Use the dashboard](https://docs.clearpolicy.app/guides/dashboard.md): Send your first document request, review follow-up work, and track completion across people, groups, and documents.
- [Run and export completion reports](https://docs.clearpolicy.app/guides/compliance-reports.md): Review outstanding people, document completion, or group progress, then print the results or export them to CSV.
- [Download documents and completion records](https://docs.clearpolicy.app/guides/download-records.md): Choose the right download for a published document, an online signature, or a signed paper copy.
- [Review organization activity](https://docs.clearpolicy.app/guides/activity-feed.md): Find when documents were requested, emails were delivered, people signed, and assignments or groups changed.
- [Understand signatures and completion records](https://docs.clearpolicy.app/concepts/attestations.md): Learn what an attestation records, how requests stay linked to document versions, and how online and paper completions differ.
- [Sign a document](https://docs.clearpolicy.app/guides/sign-document.md): Open a document request, type your name to sign, and find your signed copy. No ClearPolicy team member account is needed.
- [Fix a signing problem](https://docs.clearpolicy.app/guides/signing-help.md): Get help with missing request emails, one-time codes, expired links, incorrect names, and documents missing from the signing portal.
- [Invite and manage team members](https://docs.clearpolicy.app/guides/add-team-members.md): Give colleagues access to ClearPolicy, choose their roles, assign Group Managers, and manage invitations or ownership.
- [Add your organization's logo](https://docs.clearpolicy.app/guides/organization-logo.md): Show your logo on request emails, signing pages, and the signing portal, and choose its display style.
- [Set your organization's language and time zone](https://docs.clearpolicy.app/guides/timezone.md): Choose the language for organization emails and signing pages, and the time zone for email dates and scheduled reminders.
- [Choose your email notifications](https://docs.clearpolicy.app/guides/notification-settings.md): Set your completion alerts, delivery-failure alerts, daily digest, product updates, and notifications for other team members' requests.
- [Manage your account and sign-in security](https://docs.clearpolicy.app/guides/account-security.md): Update your personal profile and language, change your password, add passkeys, and set up two-factor authentication.
- [Manage billing](https://docs.clearpolicy.app/guides/manage-billing.md): Check your plan or trial, subscribe, update payment details, and get help with billing problems.
- [Reset trial data](https://docs.clearpolicy.app/guides/reset-trial-data.md): Remove trial people, documents, groups, requests, and signature records while keeping your organization and settings.
- [Data storage and leaving ClearPolicy](https://docs.clearpolicy.app/guides/data-storage.md): Find hosting-region information, export options, organization removal behavior, and the published privacy and data-processing terms.
- [Get help from support](https://docs.clearpolicy.app/guides/get-support.md): Ask the in-app support assistant, request a human reply, review your conversations, or email the ClearPolicy team.
- [Automate work with Zapier](https://docs.clearpolicy.app/integrations/zapier.md): Connect ClearPolicy to Zapier to find or add people, manage group membership, and send signature requests.
- [Import documents from Google Drive](https://docs.clearpolicy.app/integrations/google.md): Connect your Google Drive to import Google Docs and PDFs, and understand how Drive access differs from Google sign-in.
- [Import documents from OneDrive](https://docs.clearpolicy.app/integrations/microsoft.md): Connect Microsoft OneDrive to import Word documents and PDFs from a personal, work, or school account.
- [Sync Planning Center lists to groups](https://docs.clearpolicy.app/integrations/planning-center.md): Connect Planning Center, bring people into ClearPolicy groups, and control whether new membership sends document requests.
- [Connect ChatGPT and Claude](https://docs.clearpolicy.app/integrations/mcp.md): Authorize an AI assistant to work with your ClearPolicy organization, then use it for documents, people, requests, and product help.
- [REST API overview](https://docs.clearpolicy.app/api/overview.md): Use the ClearPolicy REST API for people, groups, documents, and signature requests. Review access, pagination, errors, and rate limits.
- [Create and use an API token](https://docs.clearpolicy.app/api/authentication.md): Authenticate REST API requests with an organization-scoped API token and revoke tokens that no longer need access.
- [Get current user](https://docs.clearpolicy.app/api-reference/me/get-current-user.md): Returns the authenticated user and their current organization.
- [List people](https://docs.clearpolicy.app/api-reference/people/list-people.md): Returns a paginated list of people in your organization. Supports filtering by name, email, phone, and archived status.
- [Add a person](https://docs.clearpolicy.app/api-reference/people/add-a-person.md): Adds a person to your organization. Provide last_name and email; first_name and phone are optional. This does not send a team invitation or a document request.
- [Get a person](https://docs.clearpolicy.app/api-reference/people/get-a-person.md): Returns a single person by their ULID.
- [List documents](https://docs.clearpolicy.app/api-reference/documents/list-documents.md): Returns a paginated list of documents in your organization. Supports filtering by name and archived status.
- [List groups](https://docs.clearpolicy.app/api-reference/groups/list-groups.md): Returns a paginated list of groups in your organization, ordered by name ascending.
- [Add people to a group](https://docs.clearpolicy.app/api-reference/groups/add-people-to-a-group.md): Adds one or more active people to a group. People who are already members are accepted and returned without error. The response always uses status 200 and lists one membership object per requested person ID, in the same order as the request.
- [Remove a person from a group](https://docs.clearpolicy.app/api-reference/groups/remove-a-person-from-a-group.md): Removes one person from a group. The person must already be a member; otherwise the API returns 404. Document assignments created earlier via the group are not automatically removed.
- [Send an attestation request](https://docs.clearpolicy.app/api-reference/attestation-requests/send-an-attestation-request.md): Sends a published document to a person for electronic signature (typed name). New requests are always signature; historical rows may still show acknowledgment as a read-only type. A document that does not require a signature cannot be sent. That request returns 422.

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)


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