The instructions below guide you through how to create an EasyLink for Identify transactions so you can send the link or print a QR code to verify the identity of your customers.
Check out EasyLinks overview for articles on other types of EasyLinks you can create and how to manage your EasyLinks.
Who this is for
Owners, admins, and team members in your organization 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.
How it works
Identify transactions can only be sent to one recipient. You can use the EasyLink to send the transaction to as many recipients as you'd like.
Keep track of how and where you share your EasyLinks so you know when to update or remove them if necessary.
Create an EasyLink for Identify transactions
Log in to your Proof account to complete the steps below.
- Click Tools from the menu on the left.
- Select EasyLinks from the Tools page menu.
- Click the Create new EasyLink button in the upper right corner.
- Select Identify.
- Type a name for your EasyLink.
- Select the desired verification type(s) for this EasyLink:
- (Optional) Click + Add CC contacts and provide the required information if you'd like your colleagues to receive the completed documents.
- 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
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Print a flyer with the QR code