EasyLink is a tool that allows 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.
The instructions below guide you through how to create an EasyLink that allows signers to upload their own documents.
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 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.
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.
Options for signer-upload EasyLinks
Signer-upload EasyLinks allow 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 your signers to existing templates in your account.
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 signer-upload EasyLink
- 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 Signer upload.
- Type a name for your EasyLink.
- Select what kind of signatures are required.
- (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. Repeat as desired.
- 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
- Print (Identify transactions only)