Skip to main content
Before you can send attestation requests, you need a published document. Most teams add a PDF or Word file they already have. You can also import from Google Drive or OneDrive, write in ClearPolicy, or start from a template. ClearPolicy keeps a full revision history so you can update content at any time without affecting past completions.
1

Go to Documents and click Add Document

Open the Documents section from the main navigation. Click Add Document. Drop a PDF or Word file, or choose files from your computer.
2

Use More options if you are not uploading a file

Choose More options for other ways to add content:
  • Pick from Google Drive — Connect Google and import a document from Drive.
  • Pick from OneDrive — Connect OneDrive and import a Word document or PDF.
  • Write in ClearPolicy — 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 tab.
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 Settings for name, renewal, 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.
Last modified on September 9, 2026