Create and publish a document in ClearPolicy

Learn how to create a document using the rich-text editor, a PDF or Word upload, or import from Google Drive or OneDrive, then publish it so you can send requests.

Before you can send attestation requests, you need a published document. ClearPolicy gives you several ways to get content in — write it directly, upload a PDF or Word file, or import from Google Drive or OneDrive — and keeps a full revision history so you can update content at any time without affecting past completions.

1. Go to Documents and click Create Document

   Open the Documents section from the main navigation. Click Create Document to choose how you want to add content.

2. Choose a creation method

   Select how you want to add your content:

   • Upload PDF or Word — Upload an existing PDF or Word document (Word is converted to PDF).
   • Pick from Google Drive — Connect Google and import a document from Drive.
   • Pick from OneDrive — Connect OneDrive and import a Word document or PDF.
   • Use ClearPolicy Editor — Write and format content directly in ClearPolicy.
   • Browse Templates — Start from a pre-made policy template.
3. Add a title

   Give your document a clear, descriptive title. You can rename it later in the document’s Settings (gear in the header).

4. Write or edit your content

   If you chose the rich-text editor, use the built-in editor to write and format your document content. For uploads and Drive or OneDrive imports, your content is already loaded and ready to review.

5. Save as draft or publish the revision

   When you are ready, choose one of the following:

   • Save as draft — Saves your work without making the document available for requests.
   • Publish — Publishes the current revision and makes it available for sending requests.

A document must be published before you can send attestation requests. Drafts are not available for sending. After you open a document, ClearPolicy shows the Compliance tab by default — use Revisions to edit content or create a new version, and open Settings (gear in the header) for name, groups, and archive options.

You can create a new draft revision at any time from the document’s Revisions tab (New Draft). Previously completed requests remain valid for the revision they were completed on — updating content does not invalidate past acknowledgments.

Downloadable PDFs are available for published revisions. From Revisions, select a published revision to preview or download the file.