After you've created EasyLinks, learn how to manage them from the EasyLinks page.
If you haven't created EasyLinks yet, learn how to create them here or learn more about EasyLinks in general here.
Who can do this
Owners, admins, and team members in your organization and notaries sourcing transactions (NSTs) can create, manage, and send EasyLinks.
Users with the sender role can send EasyLinks but cannot edit or create them.
Read more about organization roles here.
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.
Change the EasyLink name
- 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.
Choose a different document template
- 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.
Change payment option
- Select the radio button next to the desired option under Who will be paying for the transaction?
- Click the Save changes button 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.