Before you start
You need a Safeclose account. Go to/sign-up on your Safeclose instance to create one using email and password, or use SSO if your organization has it configured. Once signed in, you land on the dashboard.
Sign up and sign in
Navigate to
/sign-up to create your account with an email address and password, or use your organization’s SSO provider. After confirming your email, you are redirected to /sign-in and then to the dashboard.Create or join an organization
Go to Organizations (
/orgs) to create your workspace. Enter an organization name and finish setup. If someone has already invited you to an existing organization, you’ll see it listed when you land on the Organizations page — accept the invitation to join.Admins can invite additional members and assign roles from the Organizations dashboard after setup.Review your dashboard
The dashboard (
When the workspace is empty, the dashboard shows a prompt to register your first document. The Behind schedule count is highlighted in amber when any loans need attention — click Review in documents to go directly to the filtered list.
/) gives you a live summary of your workspace.| Stat | What it shows |
|---|---|
| Documents | Total chattel records in your account |
| Active liens / loans | Documents that have an attached loan |
| Behind schedule | Documents where the loan status is BEHIND |
Register your first chattel document
Click Register chattel on the dashboard or navigate to Documents (
Chattel types cover the full range of movable collateral:
Submit the form. Safeclose creates the document and redirects you to the detail page.
/documents) and open the registration form.Fill in the required fields:| Field | Required | Description |
|---|---|---|
| Title | Yes | A clear name for the record, up to 200 characters |
| Chattel type | Yes | Category of collateral (see list below) |
| Description | No | Optional free-text notes, up to 2,000 characters |
- Titled & registered vehicles, aircraft, boats / watercraft, caravans & trailers
- Machinery, mobile homes, garden sheds, portable hot tubs
- Electronics, appliances, furniture, office equipment, tools
- Leasehold estate, contracts & leases, promissory notes
- Stocks & bonds, bank accounts, cryptocurrency, insurance policies
- Artwork, collectibles, jewelry, musical instruments, and more
| Field | Description |
|---|---|
| Lender name | The financial institution or provider |
| Original amount | The full loan amount at origination |
| Remaining amount | Current outstanding balance |
| Currency | Defaults to USD |
| Maturity date | Optional due date |
| Status | CURRENT or BEHIND |
You can register a document without a loan and add loan details later from the document detail page.
Explore the signing hub
Navigate to Signing (
/signing) to access the signing hub. Depending on your role, you’ll see different views:- Managers see the signing queue, flow templates, and company/location directory for the locations they belong to.
- Admins see a global view across all organizations and locations.
- Signers see only their assigned packages in the signer queue.
Make your first API call
Once you have a document, you can retrieve your document list through the API. All API calls require a Bearer token from your active Safeclose session — see Authentication for details on how to obtain one.YOUR_API_HOST with the base URL of your Safeclose API and YOUR_SESSION_TOKEN with the JWT from your active browser session.
API tokens are short-lived session JWTs, not static keys. See Authentication to learn how to obtain one and handle token expiry.
What’s next
- Authentication — how session tokens work and how to use them for every API call
- Chattel documents — deep dive into document fields, chattel types, and loan tracking
- Signing packages — create packages, attach templates, and manage signers
- Organizations — invite members, manage roles, and configure your workspace