> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safeclose.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Create, edit, and manage chattel documents in Safeclose

> Register movable collateral in Safeclose, attach optional loan details, and keep your document list current — covering creation, editing, and deletion.

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](#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.

## Dashboard stats

Before you open the Documents list, your home dashboard shows three summary counters:

| Stat                     | What it counts                              |
| ------------------------ | ------------------------------------------- |
| **Total documents**      | Every chattel document in your account      |
| **Active liens / loans** | Documents that have an attached loan record |
| **Behind schedule**      | Loans whose status is marked **BEHIND**     |

These counters update in real time and give you an at-a-glance view of your portfolio health.

## 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

## Register a chattel document

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

  <Step title="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](#chattel-types) below for the full list.
    * **Description** — Optional free-text notes (up to 2,000 characters).
  </Step>

  <Step title="Add loan details (optional)">
    Toggle on **Add loan** to attach financing information to the document. Complete these fields:

    | Field                  | Required | Notes                               |
    | ---------------------- | -------- | ----------------------------------- |
    | Lender / provider name | Yes      | Up to 120 characters                |
    | Original amount        | Yes      | Non-negative number                 |
    | Remaining amount       | Yes      | Non-negative number                 |
    | Currency               | No       | Defaults to USD; 3-letter code      |
    | Maturity date          | No       | ISO date (YYYY-MM-DD)               |
    | Status                 | No       | **CURRENT** (default) or **BEHIND** |

    <Note>
      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](/guides/outreach-rcm).
    </Note>
  </Step>

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

## Edit a document

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

<Steps>
  <Step title="Open the document">
    Click the document's title in the list to open its detail view.
  </Step>

  <Step title="Edit the fields">
    Click **Edit** (or the pencil icon) and update the title, description, or chattel type as needed.
  </Step>

  <Step title="Save">
    Click **Save changes**. The document's last-updated timestamp refreshes and the change appears in your activity feed.
  </Step>
</Steps>

<Tip>
  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](#api-example).
</Tip>

## Delete a document

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

<Steps>
  <Step title="Open the document detail view">
    Click the document title in the list.
  </Step>

  <Step title="Delete">
    Scroll to the danger zone and click **Delete document**. Confirm the prompt.
  </Step>
</Steps>

The document is removed from your list immediately and a `document.deleted` event is posted to your activity feed.

## Chattel types

Safeclose supports the following chattel categories. Choose the one that most closely matches the asset being registered.

| Type                         | Description                               |
| ---------------------------- | ----------------------------------------- |
| Leasehold estate             | Temporary use of land or a building       |
| Titled & registered vehicles | Motor vehicles, watercraft, aircraft, RVs |
| Livestock                    | Farm animals                              |
| Furniture                    | Movable home furnishings                  |
| Appliances                   | Freestanding appliances                   |
| Electronics                  | Computers, TVs, phones, audio             |
| Mobile home                  | Manufactured home not affixed to land     |
| Boat / watercraft            | Motorboats, jet skis, canoes              |
| Aircraft                     | Planes, helicopters, personal drones      |
| Machinery                    | Farm or industrial equipment (movable)    |
| Stocks & bonds               | Certificates and shares                   |
| Promissory notes             | Written repayment promises                |
| Cryptocurrency               | Digital 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.

## API example

Use the Documents API to create or manage records programmatically. All requests require a valid Clerk session token in the `Authorization` header.

<CodeGroup>
  ```bash Create a document theme={null}
  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"
      }
    }'
  ```

  ```json Response (201 Created) theme={null}
  {
    "document": {
      "id": "clxyz123abc",
      "title": "2019 Toyota Tacoma – VIN 1XY123",
      "chattelType": "vehicle",
      "description": "SR5 double cab, purchased new from dealer.",
      "createdAt": "2026-04-27T14:00:00.000Z",
      "updatedAt": "2026-04-27T14:00:00.000Z",
      "loan": {
        "providerName": "First National Bank",
        "originalAmount": 32000,
        "remainingAmount": 18450,
        "currency": "USD",
        "maturityDate": "2027-06-01T00:00:00.000Z",
        "status": "CURRENT"
      }
    }
  }
  ```
</CodeGroup>

For the full request schema, error codes, and additional endpoints (update, delete, comments), see the [Documents API reference](/api/documents/create).