Skip to main content
Safeclose’s signing workflow connects two groups of people: managers (and admins) who create and oversee signing packages, and signers who review and electronically sign their assigned documents. Both roles access the same Signing hub at /signing, but see different views based on the capabilities granted by their signing role. When you sign in for the first time, Safeclose shows a guided onboarding walkthrough tailored to your role. Complete it to unlock the full hub — you can dismiss it at any point and it won’t reappear on the same device.

​
Create a signing package

Managers with write access to signings can create new packages from the Manager view.
1

Go to the Signing hub

Click Signing in the main sidebar. Safeclose redirects you to the Manager hub at /signing/manager/signings.
If you see the onboarding walkthrough instead, complete or dismiss it first. The hub becomes available immediately after.
2

Select a location

In the Create draft signing form, choose the location where this signing will take place. Locations are set up by your organization admin under Organization settings → Locations.If your account has access to only one location, it is pre-selected.
3

Attach a flow (optional)

Select a signing flow from the dropdown to associate a pre-built document flow template with this package. Flows are filtered to match the location you chose in the previous step. Leave this blank if you are building the package manually.
4

Submit

Click Create draft signing. The new package appears in your signings list with status draft.

​
Monitor and manage a package

Click Open next to any signing in the list to view its detail page. From there you can:
  • View documents attached to the package and their template positions
  • View signers assigned to the package, including their name, email, status, and whether they have recorded an e-signature
  • Resend notifications — queues a notification job to remind signers who have not yet completed their assignment
  • Cancel the package — sets the status to cancelled and optionally records a reason; this action is reversible only via the API
Cancelling a package prevents signers from completing it. Use resend to prompt signers instead whenever possible.

​
Filter by location

If your account spans multiple locations, use the Location filter dropdown at the top of the signings list to narrow the view to a single location.

​
Package statuses

StatusMeaning
draftCreated but not yet active; signers are not yet notified
activeSigners have been notified and can sign
completeAll signers have recorded an e-signature
cancelledThe package was cancelled by a manager; no further signing is possible

​
API example

Fetch your signer queue programmatically to build custom integrations or dashboards. 
curl https://api.safeclose.com/v1/signing/signer/signings \
  -H "Authorization: Bearer <your-token>"
For manager-side endpoints (create, cancel, resend, document roster), see the Signing API reference.

​
Related topics