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This guide walks you through the core ClearPolicy workflow: creating a document, adding a contact, sending an acknowledgment request, and checking who has completed it. You can finish your first request in just a few minutes.
1

Create your account and organization

Sign up for ClearPolicy and create your organization. Your organization is the shared workspace where your documents, contacts, and compliance records live. You can invite teammates later from Settings → Team.
2

Create your first document

Go to Documents and click New document. Give your document a name, then write or import your content:
  • Use the built-in rich-text editor to author the policy directly in ClearPolicy.
  • Click Upload PDF to attach an existing PDF file.
  • Click Import from Google Drive to pull in a Google Doc.
When your content is ready, click Publish to create the first published revision. Only published revisions can be sent to contacts.
3

Add a contact

Go to People and click Add person. Enter the contact’s name and email address, then save. That’s all that’s required — your contact does not need to create a ClearPolicy account or set a password.
4

Send an acknowledgment request

Open the document you published, then click Send request. Select the contact you just added and click Send. ClearPolicy emails the contact a personal link to their acknowledgment page — no login required on their end.
5

Track completion

Check the Dashboard for a summary of pending and completed requests across your organization. For a document-level view, open the document and click the Compliance tab to see exactly who has completed, who is pending, and who hasn’t opened the request yet.
Recipients never need to create an account. Each person receives a unique, personal email link and can complete their acknowledgment or signature directly from that link — in one click.
If you need to send the same document to many people at once, organize your contacts into a group first. You can then assign an entire group to a document and send all requests in a single action.
Last modified on April 12, 2026