Signing packages and hierarchy for managers

Manager-scoped endpoints give you control over signing packages at the locations you manage, as well as read access to the organizational hierarchy (organizations → companies → locations) that underpins them. All endpoints in this group require a valid Clerk session JWT and enforce RBAC based on your signing session’s module access tiers. Access is determined by two factors: your module tier (from caps.manager.signings, caps.manager.flows, etc.) and your location scope (which locations your manager employee memberships grant access to). Admin users bypass the location scope check and instead receive global access, capped at 500 rows per list response. Check caps.manager or caps.admin in your session payload before calling these routes. The relevant tiers are documented on each endpoint below.

Organizations

List organizations

Returns all organizations in your scope. Managers see only organizations they have been granted access to through their role memberships. Admins see all organizations globally, capped at 500 rows.

GET /v1/signing/organizations

This endpoint is at /v1/signing/organizations (not under /v1/signing/manager/). It uses the same session RBAC as other manager endpoints but is also accessible to admins.

No query parameters.

curl https://api.safeclose.com/v1/signing/organizations \
  -H "Authorization: Bearer <clerk_jwt>"

Response

organizations

array

required

Array of organization records in your scope.

scope

string

required

Either "managed" (manager, scoped to your employee memberships) or "global" (admin, all organizations).

Error responses

Status	Condition
`403`	No manager or admin row is linked to your Clerk user ID (`caps.canListOrganizations` is `false`).

Companies

List companies

Returns companies visible to you, optionally filtered by organization. Managers see only companies belonging to their accessible organizations. Admins see all companies (capped at 500).

GET /v1/signing/companies

This endpoint is at /v1/signing/companies (not under /v1/signing/manager/).

organizationId

string

Numeric organization ID to filter by. If you are a manager and specify an organization you do not have access to, the request returns 403.

curl "https://api.safeclose.com/v1/signing/companies?organizationId=12" \
  -H "Authorization: Bearer <clerk_jwt>"

Response

companies

array

required

Array of company records.

scope

string

required

"managed" or "global".

Error responses

Status	Condition
`400`	`organizationId` is not a valid numeric string.
`403`	No manager/admin identity, or the specified `organizationId` is outside your scope.

Get one company

Returns a single company record. The company must be within your accessible scope.

GET /v1/signing/manager/companies/:companyId

Required tier: any of signings, templates, or flows at "read" or above, or admin.

companyId

string

required

Numeric company ID.

curl https://api.safeclose.com/v1/signing/manager/companies/88 \
  -H "Authorization: Bearer <clerk_jwt>"

Response

The company record for the requested company.

Error responses

Status	Condition
`400`	`companyId` is not a valid numeric string.
`403`	Insufficient module access, or the company is outside your scope.
`404`	Company not found.

Locations

List locations

Returns locations under your accessible companies, optionally filtered by company. Admins receive all locations globally (capped at 500). Results are ordered by name ascending.

GET /v1/signing/manager/locations

Required tier: any of signings, templates, or flows at "read" or above, or admin.

companyId

string

Numeric company ID to filter by. Managers specifying a company outside their scope receive 403.

curl "https://api.safeclose.com/v1/signing/manager/locations?companyId=88" \
  -H "Authorization: Bearer <clerk_jwt>"

Response

locations

array

required

Array of location records.

scope

string

required

"managed" or "global".

Error responses

Status	Condition
`400`	`companyId` is not a valid numeric string.
`403`	Insufficient module access, or the specified `companyId` is outside your scope.

Get one location

Returns a single location record. The location’s parent company must be within your scope.

GET /v1/signing/manager/locations/:locationId

Required tier: any of signings, templates, or flows at "read" or above, or admin.

locationId

string

required

Numeric location ID.

curl https://api.safeclose.com/v1/signing/manager/locations/204 \
  -H "Authorization: Bearer <clerk_jwt>"

Response

The location record for the requested location.

Error responses

Status	Condition
`400`	`locationId` is not a valid numeric string.
`403`	Insufficient module access, or the location’s company is outside your scope.
`404`	Location not found.

Signing packages

List signing packages

Returns signing packages for the locations in your scope, ordered by updatedAt descending. Managers can optionally filter to one location. Admins receive packages globally (capped at 500).

GET /v1/signing/manager/signings

Required tier: signings at "read" or above, or admin.

locationId

string

Numeric location ID to filter by. Managers specifying a location outside their scope receive 403.

curl "https://api.safeclose.com/v1/signing/manager/signings?locationId=204" \
  -H "Authorization: Bearer <clerk_jwt>"

Response

signings

array

required

Array of signing package records.

scope

string

required

"managed" or "global".

Error responses

Status	Condition
`400`	`locationId` is not a valid numeric string.
`403`	`signings` tier is `"none"`, or the specified `locationId` is outside your scope.

Get one signing package

Returns a single signing package record. The package’s location must be in your scope.

GET /v1/signing/manager/signings/:signingId

Required tier: signings at "read" or above, or admin.

signingId

string

required

Numeric signing package ID.

curl https://api.safeclose.com/v1/signing/manager/signings/3001 \
  -H "Authorization: Bearer <clerk_jwt>"

Response

The signing package record for the requested package.

Error responses

Status	Condition
`400`	`signingId` is not a valid numeric string.
`403`	Insufficient tier, or the package’s location is outside your scope.
`404`	Signing package not found.

List documents in a package

Returns all documents in the package, ordered by position ascending then id ascending, capped at 500.

GET /v1/signing/manager/signings/:signingId/documents

Required tier: signings at "read" or above, or admin.

signingId

string

required

Numeric signing package ID.

curl https://api.safeclose.com/v1/signing/manager/signings/3001/documents \
  -H "Authorization: Bearer <clerk_jwt>"

Response

documents

array

required

Array of document records for this package.

Error responses

Status	Condition
`400`	Invalid `signingId`.
`403`	Insufficient tier, or the package’s location is outside your scope.
`404`	Signing package not found.

List signers in a package

Returns the roster of signer records for the package, ordered by signer number ascending, capped at 200.

GET /v1/signing/manager/signings/:signingId/signers

Required tier: signings at "read" or above, or admin.

signingId

string

required

Numeric signing package ID.

curl https://api.safeclose.com/v1/signing/manager/signings/3001/signers \
  -H "Authorization: Bearer <clerk_jwt>"

Response

signers

array

required

Array of signer records for this package.

Error responses

Status	Condition
`400`	Invalid `signingId`.
`403`	Insufficient tier, or the package’s location is outside your scope.
`404`	Signing package not found.

Create a signing package

Creates a new signing package in draft status at the specified location. The package has no documents or signers attached at creation time; those are added through subsequent operations.

POST /v1/signing/manager/signings

Required tier: signings at "write" or above, or admin.

locationId

string

required

Numeric ID of the location where this package is being created. You must have access to this location.

flowId

string

Numeric ID of the signing flow to associate with this package. The flow must belong to the same location as locationId—a mismatch returns 400.

note

string

A free-text note for this package. Maximum 4000 characters. Leading and trailing whitespace is trimmed before storage.

curl -X POST https://api.safeclose.com/v1/signing/manager/signings \
  -H "Authorization: Bearer <clerk_jwt>" \
  -H "Content-Type: application/json" \
  -d '{
    "locationId": "204",
    "flowId": "18",
    "note": "Q3 equipment financing package for Acme Motors."
  }'

Response

The newly created signing package record with status: "draft".

{
  "id": "3005",
  "locationId": "204",
  "flowId": "18",
  "managerId": "42",
  "status": "draft",
  "note": "Q3 equipment financing package for Acme Motors.",
  "message": null,
  "createdAt": "2025-06-15T15:00:00.000Z",
  "updatedAt": "2025-06-15T15:00:00.000Z"
}

Error responses

Status	Condition
`400`	Invalid body (see message), or `flowId` does not belong to the same location as `locationId`.
`403`	Insufficient tier, or the specified `locationId` is outside your scope.
`404`	`flowId` does not exist.

Cancel a signing package

Sets the package’s status to "cancelled" and optionally records a cancellation reason. The package’s location must be in your scope.

POST /v1/signing/manager/signings/:signingId/cancel

Required tier: signings at "write" or above, or admin.

signingId

string

required

Numeric signing package ID.

reason

string

Human-readable reason for cancellation. Maximum 2000 characters. Stored in the message field on the signing row. If omitted, the existing message value is preserved, or "Cancelled by manager." is set as a default.

If the package is already in a cancelled or canceled status, this endpoint returns 409. Check the current status field before calling this endpoint if you want to avoid that error.

curl -X POST https://api.safeclose.com/v1/signing/manager/signings/3001/cancel \
  -H "Authorization: Bearer <clerk_jwt>" \
  -H "Content-Type: application/json" \
  -d '{"reason": "Customer requested cancellation before signing."}'

Response

signing

object

required

The updated signing package record with status: "cancelled".

Error responses

Status	Condition
`400`	Invalid `signingId` or malformed request body.
`403`	Insufficient tier, or the package’s location is outside your scope.
`404`	Signing package not found.
`409`	The package is already cancelled.

Resend signing notifications

Triggers re-delivery of signer notifications for this package. The package’s location must be in your scope.

POST /v1/signing/manager/signings/:signingId/resend

Required tier: signings at "write" or above, or admin.

signingId

string

required

Numeric signing package ID.

No request body.

curl -X POST https://api.safeclose.com/v1/signing/manager/signings/3001/resend \
  -H "Authorization: Bearer <clerk_jwt>"

Response

boolean

required

true when the resend job was successfully enqueued.

queued

any

The result returned by the integration queue after enqueuing the job.

Error responses

Status	Condition
`400`	Invalid `signingId`.
`403`	Insufficient tier, or the package’s location is outside your scope.
`404`	Signing package not found.

Overview

Documents

Signing

Workspace

​Organizations

​List organizations

​Response

​Error responses

​Companies

​List companies

​Response

​Error responses

​Get one company

​Response

​Error responses

​Locations

​List locations

​Response

​Error responses

​Get one location

​Response

​Error responses

​Signing packages

​List signing packages

​Response

​Error responses

​Get one signing package

​Response

​Error responses

​List documents in a package

​Response

​Error responses

​List signers in a package

​Response

​Error responses

​Create a signing package

​Response

​Error responses

​Cancel a signing package

​Response

​Error responses

​Resend signing notifications

​Response

​Error responses

Organizations

List organizations

Response

Error responses

Companies

List companies

Response

Error responses

Get one company

Response

Error responses

Locations

List locations

Response

Error responses

Get one location

Response

Error responses

Signing packages

List signing packages

Response

Error responses

Get one signing package

Response

Error responses

List documents in a package

Response

Error responses

List signers in a package

Response

Error responses

Create a signing package

Response

Error responses

Cancel a signing package

Response

Error responses

Resend signing notifications

Response

Error responses