> ## 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.

# Add and publish a document in ClearPolicy

> Learn how to add a document by uploading a PDF or Word file, importing from Google Drive or OneDrive, or writing in the editor, then publish it so you can send requests.

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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add a title">
    Give your document a clear, descriptive title. You can rename it later in the document’s **Settings** tab.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Tip>
  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.
</Tip>

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