Create an EasyLink Using a Template

The short answer: Create a reusable EasyLink using a document template — one link handles as many signers as you need.

Check out EasyLinks Overview for articles on other types of EasyLinks you can create and how to manage them.

What You Need

Before creating a template-based EasyLink, you need a document template to attach. If you don't have one yet, create a document template first.

Make sure the document requirements in the template are set up the way you want for this EasyLink.

Best Practices

Follow these best practices to get the most out of template-based EasyLinks.

• Instruct your signers to use your specific link to ensure they have the intended experience and are connected with you or your in-house notaries, if applicable.
• Keep track of how and where you share your EasyLinks so you know when to update or remove them if necessary.

1. Create a Template-Based EasyLink

Log in to your Proof account to complete the steps below.

1. Click Tools from the menu on the left.
   • If you don't see the menu, click the arrow towards the upper left corner to expand it.
2. Select EasyLinks from the Tools page menu.
3. Click the Create new EasyLink button.
4. Select Template-based.
   
5. Type a name for your EasyLink.
6. Select the desired template to use with this EasyLink from the list.
7. (Optional) Toggle the switch if you would like to turn on identity verification for your eSign transaction.
8. Use the dropdown menu to select the maximum number of signers for each transaction.
9. (Optional) Click + Add CC contacts and provide the required information if you'd like colleagues to receive the completed documents.
10. Select the radio button next to the desired option under Who will be paying for this transaction?
    • The signer: The signer will be prompted for payment after the transaction is complete.
    • My organization: Your account will be billed or charged according to your account settings.
    • This selection overrides the payment setting at the account level each time this link is used.
11. Click Generate EasyLink.
12. Use the provided tools in the pop-up window to share the EasyLink:
    • Link to email or add to your email signature, website, etc.
    • Button to publish on your website
    • QR code
      

Summary Checklist

• Have a document template ready before creating this EasyLink type.
• Navigate to Tools > EasyLinks and click Create new EasyLink, then select Template-based.
• Set max signers and payment option, then click Generate EasyLink.
• Share via URL, embedded button, or QR code — no need to recreate the link for each signer.

Updated May 06, 2026 19:28