> ## 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.

# Quickstart: Register Your First Chattel Document

> Sign up for Safeclose, create your organization, and register your first chattel document with an optional loan — a complete walkthrough in under ten minutes.

This guide takes you from a brand-new account to a registered chattel document with an optional loan attached. By the end, you'll know how the dashboard works, what a document registration looks like, and how to pull your document list through the API.

## 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.

<Steps>
  <Step title="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.

    <Tip>
      If your organization uses SSO, select the SSO option on the sign-in page. You won't need a separate password.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review your dashboard">
    The dashboard (`/`) 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` |

    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.
  </Step>

  <Step title="Register your first chattel document">
    Click **Register chattel** on the dashboard or navigate to **Documents** (`/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  |

    **Chattel types** cover the full range of movable collateral:

    * 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

    **Optionally attach a loan** by checking the loan toggle. You'll be asked for:

    | 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`                 |

    Submit the form. Safeclose creates the document and redirects you to the detail page.

    <Note>
      You can register a document without a loan and add loan details later from the document detail page.
    </Note>
  </Step>

  <Step title="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.

    If this is your first time in the signing hub, a role-specific onboarding walkthrough guides you through the key features. Complete it to dismiss the tour and reach the main hub.

    <Tip>
      If you're setting up signing workflows, start by creating a flow template in the templates section, then create a signing package and attach the template to a location.
    </Tip>
  </Step>
</Steps>

## 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](/authentication) for details on how to obtain one.

<CodeGroup>
  ```bash List your documents theme={null}
  curl https://YOUR_API_HOST/v1/documents \
    -H "Authorization: Bearer YOUR_SESSION_TOKEN"
  ```

  ```json Example response theme={null}
  {
    "documents": [
      {
        "id": "clx1234abcdef",
        "title": "2022 Ford F-150 Lien",
        "description": null,
        "chattelType": "vehicle",
        "createdAt": "2026-04-27T10:00:00.000Z",
        "updatedAt": "2026-04-27T10:00:00.000Z",
        "loan": {
          "providerName": "First National Bank",
          "originalAmount": 42000,
          "remainingAmount": 38500,
          "currency": "USD",
          "maturityDate": "2030-06-01",
          "status": "CURRENT"
        }
      }
    ]
  }
  ```
</CodeGroup>

Replace `YOUR_API_HOST` with the base URL of your Safeclose API and `YOUR_SESSION_TOKEN` with the JWT from your active browser session.

<Note>
  API tokens are short-lived session JWTs, not static keys. See [Authentication](/authentication) to learn how to obtain one and handle token expiry.
</Note>

## What's next

* [Authentication](/authentication) — how session tokens work and how to use them for every API call
* [Chattel documents](/concepts/chattel-documents) — deep dive into document fields, chattel types, and loan tracking
* [Signing packages](/concepts/signing-packages) — create packages, attach templates, and manage signers
* [Organizations](/concepts/organizations) — invite members, manage roles, and configure your workspace
