# ClearPolicy

## Docs

- [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 acknowledgment or signature.
- [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.
- [Get current user](https://docs.clearpolicy.app/api-reference/me/get-current-user.md): Returns the authenticated user and their current organization.
- [Create a person](https://docs.clearpolicy.app/api-reference/people/create-a-person.md): Creates a new person in your organization.
- [Get a person](https://docs.clearpolicy.app/api-reference/people/get-a-person.md): Returns a single person by their ULID.
- [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.
- [Authenticate with the ClearPolicy API](https://docs.clearpolicy.app/api/authentication.md): Learn how to create an API token and authenticate each request to the ClearPolicy REST API.
- [ClearPolicy REST API overview](https://docs.clearpolicy.app/api/overview.md): The ClearPolicy REST API communicates over HTTPS and returns JSON. Learn the base URL, versioning, pagination format, ID format, and error responses.
- [How attestations work in ClearPolicy](https://docs.clearpolicy.app/concepts/attestations.md): Learn how ClearPolicy sends attestation requests, what recipients experience on the signing page, and what gets recorded when a request is completed.
- [Tracking compliance in ClearPolicy](https://docs.clearpolicy.app/concepts/compliance.md): See how ClearPolicy tracks who has completed documents, who is pending, and who needs to re-attest after a new revision is published.
- [Documents and revisions in ClearPolicy](https://docs.clearpolicy.app/concepts/documents.md): Learn how ClearPolicy documents and revisions work — create content with the rich-text editor, upload a PDF, or import from Google Drive, then publish.
- [People and groups in ClearPolicy](https://docs.clearpolicy.app/concepts/people-groups.md): Learn how people and groups work in ClearPolicy — add people individually or in bulk, organize them into groups, and send requests at scale.
- [Manage your account and security](https://docs.clearpolicy.app/guides/account-security.md): Update your ClearPolicy profile, change your password, set your preferred language, and enable two-factor authentication for sign-in security.
- [Review organization activity](https://docs.clearpolicy.app/guides/activity-feed.md): Use the Activity page to review requests sent, reminders, document assignments, email delivery, and people changes across your ClearPolicy organization.
- [Invite and manage team members in ClearPolicy](https://docs.clearpolicy.app/guides/add-team-members.md): Invite team members to your ClearPolicy organization, assign roles, scope Group Managers to groups, and transfer organization ownership.
- [Run compliance reports](https://docs.clearpolicy.app/guides/compliance-reports.md): Generate outstanding people, document compliance, and group compliance reports to see who has attested, who is pending, and who needs attention.
- [Create and publish a document in ClearPolicy](https://docs.clearpolicy.app/guides/create-document.md): Learn how to create a document using the rich-text editor, a PDF upload, or a Google Docs import, then publish it so you can send requests.
- [Use the dashboard](https://docs.clearpolicy.app/guides/dashboard.md): Use the ClearPolicy Dashboard to review compliance scores, see who is pending or needs attention, and find documents that still need to be published.
- [Get help from support](https://docs.clearpolicy.app/guides/get-support.md): Open the in-app support chat to get help with ClearPolicy, and learn what details to include so support can resolve your issue quickly.
- [Import people from CSV or Excel](https://docs.clearpolicy.app/guides/import-people.md): Bulk-import people into ClearPolicy from a CSV or Excel file. Required fields are name and email, with optional phone and groups columns.
- [Manage billing and subscriptions](https://docs.clearpolicy.app/guides/manage-billing.md): Review your ClearPolicy plan, subscribe after a free trial, update payment details, and manage your active subscription from organization settings.
- [Manage people](https://docs.clearpolicy.app/guides/manage-people.md): Add, edit, filter, and group people in ClearPolicy. Use bulk actions to nudge pending requests, archive inactive people, or update group assignments.
- [Manage completion notification settings](https://docs.clearpolicy.app/guides/notification-settings.md): Configure instant emails, the daily digest, and team activity notifications so you get notified when people complete ClearPolicy requests.
- [Send reminders for outstanding requests](https://docs.clearpolicy.app/guides/reminders.md): Use manual reminders, bulk nudges, or automatic scheduled reminders to follow up with people who haven't completed their requests in ClearPolicy.
- [Set requests to expire automatically](https://docs.clearpolicy.app/guides/request-expiry.md): Configure automatic request expiry in ClearPolicy so unfinished attestation requests are marked expired after a set number of days.
- [Send acknowledgment requests to people](https://docs.clearpolicy.app/guides/send-requests.md): Send acknowledgment or signature requests to one or more people, or an entire group, directly from any published document in ClearPolicy.
- [Set your organization's time zone](https://docs.clearpolicy.app/guides/timezone.md): Configure a time zone for your organization so that automatic reminders send at the right time and dates in emails match your local time.
- [Track who has signed and who is pending](https://docs.clearpolicy.app/guides/track-compliance.md): View completion status across documents and people, download audit trail receipts, and review the full activity history for any request.
- [Connect Google for sign-in and Drive import](https://docs.clearpolicy.app/integrations/google.md): Sign in to ClearPolicy with your Google account or import documents from Google Drive. Both features connect per-user, not organization-wide.
- [Use AI tools with ClearPolicy via MCP](https://docs.clearpolicy.app/integrations/mcp.md): Connect ClearPolicy to Claude, ChatGPT, and other MCP-compatible AI clients so you can manage documents, people, and signing requests with natural language.
- [Sync Planning Center lists with ClearPolicy groups](https://docs.clearpolicy.app/integrations/planning-center.md): Connect Planning Center to ClearPolicy, map Planning Center lists to groups, and manage the sync settings for each connected list.
- [Automate ClearPolicy workflows with Zapier](https://docs.clearpolicy.app/integrations/zapier.md): Connect ClearPolicy to thousands of apps with Zapier to automate document workflows, people, and signing requests without writing code.
- [ClearPolicy: Policy Acknowledgment Made Simple](https://docs.clearpolicy.app/introduction.md): ClearPolicy is a document acknowledgment and signature platform. Send policy sign-offs to any person by email — no recipient account required.
- [Get started with ClearPolicy](https://docs.clearpolicy.app/quickstart.md): Learn how to send your first document acknowledgment request with ClearPolicy in four steps — from creating a document to tracking completion.

## OpenAPI Specs

- [openapi](https://docs.clearpolicy.app/api-reference/openapi.json)