> ## 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.

# Send your first document request

> Add a document, add a person, send a signature request, and check completion in ClearPolicy.

Start with one document and one person. The person receives an email link, reads the document, and types their name to sign. They do not need a team member account.

## Before you start

Sign in to ClearPolicy and select your organization. You need an **Owner** or **Administrator** role, an active trial or subscription, and a PDF or Word document ready to send.

<Steps>
  <Step title="Add the document">
    Open **Documents** and click **Add Document**. Choose your PDF or Word file, check the document name, and leave **Requires a signature** on. Submit the form.

    ClearPolicy publishes this upload. Open **Revisions** to check the published file before sending it. To write a document instead, see [add and publish a document](/guides/create-document).
  </Step>

  <Step title="Add a person">
    Open **People**, click **Add Person**, and enter their name and email address. Save the person. Leave groups unselected for this first request.

    Adding a person by itself does not send an email or invite them to sign in as a team member.
  </Step>

  <Step title="Send the request">
    Open your document and click **Send request**. Select the person in **To**. Add a note if you want to explain why you are sending the document.

    Open **Preview** to review the email, then click **Send**. This sends the person's signing link by email.
  </Step>

  <Step title="Check completion">
    Open **Requests** to check the request's status. After the person signs, find the request under **Completed** and choose **Download signed document** from its actions.

    The download includes the document and its electronic certificate. If the request is still outstanding, use **Nudge** to send a reminder.
  </Step>
</Steps>

## What happens next?

* **The person cannot find the email:** check the address and [delivery status](/guides/delivery-failures), or share the [signing portal](/guides/signer-portal).
* **You need to send to more people:** [create a group](/guides/manage-groups) or [import your roster](/guides/import-people).
* **People only need to read:** use [Available to read](/guides/read-documents) instead of sending a signature request.
* **You need a colleague to help manage ClearPolicy:** [invite a team member](/guides/add-team-members).


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