The instructions below guide you through how to create an EasyLink that uses a document template if your customers fill out and sign the same document. EasyLinks allow you to automate your workflow: You create the link, set the parameters, and then share it with your customers via email, text message, or QR code. This increases efficiency by preparing a document once and being able to reuse the same link for as many signers as you'd like.
Check out EasyLinks overview for articles on other types of EasyLinks you can create and how to manage your EasyLinks.
Who can use this
Owners, admins, and team members in your business organization can create, manage, and send EasyLinks that use templates.
Users with the sender role can send EasyLinks but cannot edit or create them.
Read more about organization roles here.
What you need
To set up this type of EasyLink, you need to have a template to use. If you don't have any, create a document template first.
Make sure the document requirements in the template are set up the way you want for this EasyLink.
Maximum number of participants
EasyLinks are subject to the maximum number of devices allowable for all meetings, as detailed in the box below.
ℹ️ A total of ten (10) devices can connect to a meeting. One must be a notary and one must be a signer; the rest can be any combination of participants (signers, real estate contacts, etc.), with a maximum of 2 witnesses.
Best practices
- Instruct your signers to use your specific link to ensure they have the experience you intended 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.
Create a template-based EasyLink
Log in to your Proof account to complete the steps below.
- 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.
- Select EasyLinks from the Tools page menu.
- Click the Create new EasyLink button.
- Select Template-based.
- Type a name for your EasyLink.
- Select the desired template to use with this EasyLink from the list.
- (Optional) Toggle the switch if you would like to turn on identity verification for your eSign transaction.
- Use the dropdown menu to select the maximum number of signers for each transaction.
- (Optional) Click + Add CC contacts and provide the required information if you'd like your colleagues to receive the completed documents.
- 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 for that transaction.
- Click Generate EasyLink.
- Use the provided tools in the pop-up window to share the EasyLink as desired:
- Link to email or add to your email signature, website, etc.
- Button to publish on your website
- QR code