The short answer: Edit the name, payer settings, and details of any EasyLink you've created from the EasyLinks page in Tools.
If you haven't created EasyLinks yet, learn how to create them here or learn more about EasyLinks in general here.
1. Navigate to EasyLinks Editing
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 3 vertical dots on the right of the EasyLink you'd like to edit.
- Select Edit to open the EasyLink form.
2. Change the EasyLink Name
To rename an EasyLink, use the pencil icon at the top of the form.
- Click the pencil icon next to the name of the EasyLink at the top of the page.
- Type the new name.
- Press enter.
- Click Save changes at the bottom of the page.
3. Choose a Different Document Template
To swap the template attached to an EasyLink, follow these steps.
- Click the 3 vertical dots on the right of the EasyLink you'd like to edit.
- Select Edit to open the EasyLink form.
- Click Select a different template.
- Select the desired template from the list that appears.
- Click Save changes at the bottom of the page.
Read more about creating new templates here.
4. Change Payment Option
To update who pays for transactions through this EasyLink, change the payment option from within the edit form.
- Select the radio button next to the desired option under Who will be paying for the transaction?
- Click Save changes at the bottom of the page.
Only notaries in certain states have access to different payment options. Read Payment options for Notary Sourced Transactions for more details.
Summary Checklist
- Navigate to Tools > EasyLinks and click the 3 vertical dots next to the link, then select Edit.
- Use the pencil icon to rename the EasyLink; press Enter then Save changes.
- Use "Select a different template" to swap the attached document template.
- Update payment option (signer vs. organization) and click Save changes.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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