# ClearPolicy

## Docs

- [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.
- [Changelog](https://docs.clearpolicy.app/changelog.md): Product updates in ClearPolicy — new features and improvements for your organization.
- [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 or OneDrive, 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.
- [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.
- [Use the dashboard](https://docs.clearpolicy.app/guides/dashboard.md): Use the ClearPolicy Dashboard to review your compliance score, see who is pending or needs attention, and find documents that still need to be published.
- [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.
- [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.
- [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.
- [How people use the signing portal](https://docs.clearpolicy.app/guides/signer-portal.md): People can open the signing portal with a one-time email code—no team member account—to finish pending requests and review signed documents.
- [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 or Word upload, or import from Google Drive or OneDrive, then publish it so you can send requests.
- [Send acknowledgment requests to people](https://docs.clearpolicy.app/guides/send-requests.md): Send attestation requests to one or more people, or an entire group, directly from any published document in ClearPolicy.
- [Manage requests](https://docs.clearpolicy.app/guides/manage-requests.md): Use the Requests page to see outstanding document requests, send reminders, review activity, and close requests that should no longer be completed.
- [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.
- [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.
- [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.
- [Manage notification settings](https://docs.clearpolicy.app/guides/notification-settings.md): Configure instant emails, delivery failure alerts, the daily digest, and team activity notifications for your ClearPolicy organization.
- [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.
- [Where your data is stored](https://docs.clearpolicy.app/guides/data-storage.md): Learn where ClearPolicy stores customer data, which regions are involved, and where to find the full Data Processing Agreement for compliance reviews.
- [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.
- [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.
- [Get help from support](https://docs.clearpolicy.app/guides/get-support.md): Open the in-app support chat, email support@clearpolicy.app, or use product documentation when you need help with ClearPolicy.
- [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.
- [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.
- [Connect Microsoft for sign-in and OneDrive import](https://docs.clearpolicy.app/integrations/microsoft.md): Sign in to ClearPolicy with your Microsoft account or import Word documents and PDFs from OneDrive. Both features connect per team member, not organization-wide.
- [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.
- [Connect ChatGPT and Claude](https://docs.clearpolicy.app/integrations/mcp.md): Connect ClearPolicy to ChatGPT or Claude so you can draft and publish policies, send document requests, check status, and send reminders using plain language.
- [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.
- [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.
- [Get current user](https://docs.clearpolicy.app/api-reference/me/get-current-user.md): Returns the authenticated user and their current organization.
- [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.
- [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 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.
- [List groups](https://docs.clearpolicy.app/api-reference/groups/list-groups.md): Returns a paginated list of groups in your organization, ordered by name ascending.
- [Add people to a group](https://docs.clearpolicy.app/api-reference/groups/add-people-to-a-group.md): Adds one or more active people to a group. People who are already members are accepted and returned without error. The response always uses status 200 and lists one membership object per requested person ID, in the same order as the request.
- [Remove a person from a group](https://docs.clearpolicy.app/api-reference/groups/remove-a-person-from-a-group.md): Removes one person from a group. The person must already be a member; otherwise the API returns 404. Document assignments created earlier via the group are not automatically removed.
- [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 electronic signature (typed name). New requests are always signature; historical rows may still show acknowledgment as a read-only type.

## OpenAPI Specs

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