# Safeclose

## Docs

- [How to authenticate Safeclose API requests](https://docs.safeclose.co/api/authentication.md): Obtain a session JWT from your active Safeclose login and pass it as a Bearer token on every API call. Includes token expiry and error handling.
- [GET and POST /v1/documents/:id/comments](https://docs.safeclose.co/api/documents/comments.md): Read the most recent 80 comments on a chattel document or post a new comment. Both endpoints are scoped to documents owned by your account.
- [POST /v1/documents — create a chattel document](https://docs.safeclose.co/api/documents/create.md): Create a chattel document with an optional loan record. Accepts title, chattelType, description, and loan fields. Returns 201 with the new document.
- [DELETE /v1/documents/:id — remove a document](https://docs.safeclose.co/api/documents/delete.md): Permanently delete a chattel document and its attached loan record. Returns 204 No Content. Cannot be undone — verify the document ID before calling.
- [List chattel documents and portfolio stats](https://docs.safeclose.co/api/documents/list.md): Fetch all chattel documents owned by your account, ordered by most-recently updated, plus an aggregated stats summary of your document portfolio.
- [RCM outreach campaigns for behind loans](https://docs.safeclose.co/api/documents/rcm.md): Start a multi-channel outreach campaign on a document with a BEHIND loan, configure channels and tone, and record opt-outs for compliance audit trails.
- [Update an existing chattel document](https://docs.safeclose.co/api/documents/update.md): Modify the title, description, or chattel type of a document you own. All fields are optional — send only the fields you want to change.
- [Safeclose API: conventions, errors, and resources](https://docs.safeclose.co/api/overview.md): Base URL, versioning, Bearer authentication, content type, HTTP status codes, and a map of all resource groups in the Safeclose REST API.
- [Signing packages and hierarchy for managers](https://docs.safeclose.co/api/signing/manager-signings.md): Create, list, cancel, and resend signing packages as a manager or admin. Also covers organizations, companies, and location endpoints.
- [Signing Session: Roles, Caps, and Identity Payload](https://docs.safeclose.co/api/signing/session.md): Fetch your full signing identity in one call—manager and admin rows, signer assignments, resolved roles, module access tiers, and vault capability flags.
- [Signer queue: list packages and record signatures](https://docs.safeclose.co/api/signing/signer-queue.md): List your assigned signing packages, retrieve documents and co-signer info, and record e-signatures using signer-scoped endpoints in Safeclose.
- [Templates and flows API for signing managers](https://docs.safeclose.co/api/signing/templates-flows.md): List, retrieve, update, and duplicate document templates. Browse and retrieve signing flows that define the guided signer walkthrough structure.
- [Query workspace memberships and user profile](https://docs.safeclose.co/api/workspace/memberships.md): Retrieve your organization memberships, active organization context, full org bundle, user profile, and the combined menu-core payload for navigation.
- [Workspace actions: orgs, roles, members, billing](https://docs.safeclose.co/api/workspace/organizations.md): POST /v1/workspace/actions — create and configure organizations, manage locations, roles, members, and billing through a single polymorphic action endpoint.
- [Authentication: Sign In and API Access in Safeclose](https://docs.safeclose.co/authentication.md): Sign in with email, password, or SSO, then use your active session token to authenticate every Safeclose API call with a Bearer header.
- [What are chattel documents in Safeclose?](https://docs.safeclose.co/concepts/chattel-documents.md): Learn how Safeclose uses chattel documents to organize movable collateral, related rights, and optional loan details tied to your account.
- [Organizations and workspaces in Safeclose](https://docs.safeclose.co/concepts/organizations.md): Understand how organizations work as your top-level workspace in Safeclose, including membership, locations, roles, and what each permission controls.
- [User roles and access levels in Safeclose](https://docs.safeclose.co/concepts/roles-permissions.md): Understand the Manager, Admin, and Signer roles in Safeclose — what each can do and how module tiers and vault capabilities combine across multiple roles.
- [Signing packages: what they are and how they work](https://docs.safeclose.co/concepts/signing-packages.md): Discover how signing packages bundle documents and signers together, move through a defined lifecycle, and capture a legally defensible e-signature record.
- [Create, edit, and manage chattel documents in Safeclose](https://docs.safeclose.co/guides/managing-documents.md): Register movable collateral in Safeclose, attach optional loan details, and keep your document list current — covering creation, editing, and deletion.
- [Set up your Safeclose organization and manage billing](https://docs.safeclose.co/guides/organizations-billing.md): Create a Safeclose organization, invite your team, configure locations and roles, and manage your subscription through the Stripe billing portal.
- [Launch RCM outreach campaigns for delinquent loans](https://docs.safeclose.co/guides/outreach-rcm.md): Configure and start a Revenue Cycle Management campaign in Safeclose to reach borrowers via SMS, email, or call when a loan falls behind schedule.
- [Run a signing workflow from start to finish in Safeclose](https://docs.safeclose.co/guides/signing-workflow.md): Step-by-step instructions for managers creating and monitoring signing packages, and signers reviewing and completing their assigned documents.
- [Link bank accounts with Plaid in Safeclose](https://docs.safeclose.co/integrations/plaid.md): Use Plaid Link inside the Safeclose signing flow to let users verify and connect their bank accounts securely, then check connection status at any time.
- [Manage subscriptions and billing with Stripe](https://docs.safeclose.co/integrations/stripe.md): Start a Stripe Checkout session to subscribe your organization to a Safeclose plan, or open the Customer Portal to update payment details and manage invoices.
- [Receive real-time events with Safeclose webhooks](https://docs.safeclose.co/integrations/webhooks.md): Safeclose accepts signed webhook events from Stripe, Plaid, and SendGrid, and posts a signed event to your vault endpoint when a signer completes a document.
- [Safeclose: Chattel Document Management for Organizations](https://docs.safeclose.co/introduction.md): Safeclose is a B2B2C platform for chattel document management, guided compliance signing, and RCM outreach. Learn who uses it and how the pieces fit together.
- [Quickstart: Register Your First Chattel Document](https://docs.safeclose.co/quickstart.md): Sign up for Safeclose, create your organization, and register your first chattel document with an optional loan — a complete walkthrough in under ten minutes.
- [Safeclose settings and configuration reference](https://docs.safeclose.co/reference/configuration.md): A complete reference for every setting you can change in Safeclose — your personal preferences, account security, and organization workspace controls.
- [Troubleshooting common Safeclose issues](https://docs.safeclose.co/reference/troubleshooting.md): Quick answers for authentication errors, signing hub access problems, empty document lists, and other issues you may encounter while using Safeclose.