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.

1. 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.

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 Pick from Google Drive or Pick from OneDrive to import a document from the cloud.

   When your content is ready, click Publish to create the first published revision. Only published revisions can be sent to people.

3. 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.

4. 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.

5. 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 — it opens on the Compliance tab — to see exactly who has completed, who is pending, and who has not opened the request yet.

People never need a team member account. Each person receives a unique personal email link and can type their name to sign. If they lose the email later, they can open the signing portal with a one-time code sent to the same address.

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.