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Chattel documents are the foundation of Safeclose. Each document represents a piece of movable collateral — a vehicle, a mobile home, a piece of equipment, or any of the other supported chattel types — and optionally carries a loan record that tracks the financing tied to that asset. This guide walks you through every action available in the Documents area.

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Dashboard stats

Before you open the Documents list, your home dashboard shows three summary counters:
StatWhat it counts
Total documentsEvery chattel document in your account
Active liens / loansDocuments that have an attached loan record
Behind scheduleLoans whose status is marked BEHIND
These counters update in real time and give you an at-a-glance view of your portfolio health.

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The documents list

Navigate to Documents in the main sidebar. The list shows all your chattel documents sorted by the date they were last updated, newest first. Each row displays:
  • The document title and chattel type
  • A loan status badge (CURRENT or BEHIND) if a loan is attached
  • The last-updated timestamp

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Register a chattel document

1

Open the new document form

From the Documents page, click Register chattel. A form slides open in the same view. (The path /documents/new also redirects here.)
2

Fill in the required fields

  • Title — A short, descriptive name for the asset (up to 200 characters). Example: 2019 Toyota Tacoma – VIN 1XY…
  • Chattel type — Select the category that best describes the asset. See Chattel types below for the full list.
  • Description — Optional free-text notes (up to 2,000 characters).
3

Add loan details (optional)

Toggle on Add loan to attach financing information to the document. Complete these fields:
FieldRequiredNotes
Lender / provider nameYesUp to 120 characters
Original amountYesNon-negative number
Remaining amountYesNon-negative number
CurrencyNoDefaults to USD; 3-letter code
Maturity dateNoISO date (YYYY-MM-DD)
StatusNoCURRENT (default) or BEHIND
Set status to BEHIND only when the loan is actively past due. A BEHIND status is required before you can launch an RCM outreach campaign for that document. See the RCM outreach guide.
4

Submit the form

Click Create document. The new document appears at the top of your list, and an event is posted to your activity feed.

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Edit a document

You can update the title, description, and chattel type of any document after it is created.
1

Open the document

Click the document’s title in the list to open its detail view.
2

Edit the fields

Click Edit (or the pencil icon) and update the title, description, or chattel type as needed.
3

Save

Click Save changes. The document’s last-updated timestamp refreshes and the change appears in your activity feed.
Loan details (provider, amounts, currency, maturity date, and status) are set at creation time. To correct a loan record, use the API directly — see the API example below.

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Delete a document

Deletion is permanent. Deleting a document removes both the chattel record and its attached loan. This action cannot be undone.
1

Open the document detail view

Click the document title in the list.
2

Delete

Scroll to the danger zone and click Delete document. Confirm the prompt.
The document is removed from your list immediately and a document.deleted event is posted to your activity feed.

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Chattel types

Safeclose supports the following chattel categories. Choose the one that most closely matches the asset being registered.
TypeDescription
Leasehold estateTemporary use of land or a building
Titled & registered vehiclesMotor vehicles, watercraft, aircraft, RVs
LivestockFarm animals
FurnitureMovable home furnishings
AppliancesFreestanding appliances
ElectronicsComputers, TVs, phones, audio
Mobile homeManufactured home not affixed to land
Boat / watercraftMotorboats, jet skis, canoes
AircraftPlanes, helicopters, personal drones
MachineryFarm or industrial equipment (movable)
Stocks & bondsCertificates and shares
Promissory notesWritten repayment promises
CryptocurrencyDigital assets
This is a partial list. The full set of supported types — including jewelry, artwork, tools, collectibles, patents, trademarks, and more — appears in the chattel type selector when you create a document.

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API example

Use the Documents API to create or manage records programmatically. All requests require a valid Clerk session token in the Authorization header. 
curl -X POST https://api.safeclose.com/v1/documents \
  -H "Authorization: Bearer <your-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "2019 Toyota Tacoma – VIN 1XY123",
    "chattelType": "vehicle",
    "description": "SR5 double cab, purchased new from dealer.",
    "loan": {
      "providerName": "First National Bank",
      "originalAmount": 32000,
      "remainingAmount": 18450,
      "currency": "USD",
      "maturityDate": "2027-06-01",
      "status": "CURRENT"
    }
  }'
For the full request schema, error codes, and additional endpoints (update, delete, comments), see the Documents API reference.