Create an EasyLink for Signers to Upload Documents

The short answer: Create a shareable EasyLink so signers can upload documents and start a transaction — set it up once and share via URL, QR code, or print.

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

Options for Signer-Upload EasyLinks

Signer-upload EasyLinks support the following transaction types:

• Notarization
• Verification of fact
• eSignature

If your organization has template matching enabled, the system will attempt to match documents uploaded by signers to existing templates in your account.

Best Practices

Follow these best practices to get the most out of your signer-upload 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 Signer-Upload EasyLink

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

1. Select Tools from the left menu.
   • If you don't see the menu, select the arrow in the upper left corner to expand it.
2. Select EasyLinks from the Tools page menu.
3. Select the Create new EasyLink button.
4. Select Signer upload.
   
5. Type a name for your EasyLink.
6. Select what kind of signatures are required.
7. (Optional) Toggle the switch to turn on identity verification for your eSign transaction.
8. Use the dropdown to select the maximum number of signers for each transaction.
9. (Optional) Select + Add CC contacts and provide the required information if you'd like colleagues to receive the completed documents. Repeat as desired.
   
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 according to your account settings.
    • This selection overrides the payment setting at the account level each time this link is used.
11. Select Generate EasyLink.
12. Use the 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
    • Print (Identify transactions only)
      

Summary Checklist

• Ensure signers use your specific link so they are connected to your organization or in-house notaries.
• Keep a record of where the link is posted so you can update or deactivate it if your workflow changes.
• Set signer limits: Use the dropdown to select the maximum number of signers per transaction (total meeting limit is 10 devices).

Updated May 06, 2026 19:28