> ## 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.

# Get started with ClearPolicy

> Learn how to send your first document acknowledgment request with ClearPolicy in four steps — from creating a document to tracking completion.

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

<Steps>
  <Step title="Create your account and organization">
    Sign up for ClearPolicy and create your organization. Your organization is the shared workspace where your documents, people, and compliance records live. You can invite teammates later from **Settings** > **Members**.
  </Step>

  <Step title="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 people.
  </Step>

  <Step title="Add a person">
    Go to **People** and click **Add person**. Enter the person's name and email address, then save. That's all that's required — the person does not need to create a ClearPolicy account or set a password.
  </Step>

  <Step title="Send an acknowledgment request">
    Open the document you published, then click **Send request**. Select the person you just added and click **Send**. ClearPolicy emails the person a personal link to their acknowledgment page — no login required on their end.
  </Step>

  <Step title="Track completion">
    Check **Requests** to see whether the person has opened or completed the request. For a higher-level summary, use the **Dashboard**. For a document-level view, open the document and click the **Compliance** tab to see exactly who has completed, who is pending, and who has not opened the request yet.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Tip>
  If you need to send the same document to many people at once, organize your people into a **group** first. You can then assign an entire group to a document and send all requests in a single action.
</Tip>