Create & Share EasyLinks

Overview

Learn to create & share EasyLinks to seamlessly and safely navigate signers to Proof!

• Automate your workflow without needing developer resources
• Eliminate the need to manually send transactions
• Offer on-demand customer support

🎯Primary Audience: Proof for Business

Need to Know

An EasyLink is a custom-generated link.

Nice to Know

When creating an EasyLink, you'll indicate who will upload the document(s) - you or your signers.

Part 1 - Create an EasyLink

1. Log in to your Proof account.
2. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Navigate to the EasyLinks dashboard:
   • Send & manage > TOOLS > EasyLinks
4. Click Create new EasyLink
   • If this is the first time you're creating an EasyLink, the button appears in the center of the EasyLinks Dashboard. If not, it appears in the top right corner.
5. Indicate who will provide the document(s):
   • Documents provided - you provide the documents using a document template: Go to Part 2
   • Signer upload - signers will upload their own documents: Go to Part 3

Part 2 - Documents Provided

If you selected Documents provided, you're organization will use templating to provide the documents. You can select an existing document template or create a new one. Configure the settings for document(s):

• Name your EasyLink:
  • The name you type will only be visible to you and your team.
• Select a document template that already exists in your Templates dashboard, or create a new template first. More on creating templates.
• If your template requires documents to be eSigned you can toggle on Add identity verification with Proof for heightened security (toggle turns green when toggled on) - review Proof Transactions for further instructions
• How many signers?
  • Minimum (1 or more)
  • Maximum (up to 10)
• Indicate who will be paying for the transaction:
  • The signer
  • My organization
• Click Generate EasyLink from the bottom right corner of the EasyLinks form.
• Share your EasyLink: Go to to Part 4

Part 3 - Signer Upload

If you selected Signer upload, your signers will upload their own documents to your EasyLink. Configure the settings for signer-initiated document(s):

• Name your EasyLink:
  • The name you type will only be visible to you and your team.
• Select the document authentication method required of your signer(s):
  • Notarization
  • Verification of Fact
  • eSign: Toggle on Add identity verification with Proof for heightened eSign security (toggle turns green when toggled on) - review Proof Transactions for further instructions
• How many signers?
  • Minimum (1 or more)
  • Maximum (up to 10)
• Indicate who will be paying for the transaction:
  • The signer
  • My organization
• Click Generate EasyLink from the bottom right corner of the EasyLinks form.
• Share your EasyLink (continue to Part 4)

Part 4 - Share an EasyLink

You can copy, embed, or use a QR to share your EasyLink!

• Copy: Send a meeting link directly to a client or post it to another source.
• Embed: Used to embed a custom button on a website. This will be a longstanding link that is usable for your entire customer base to connect with you as needed!
• QR Code: Your signer can scan the QR code with their mobile phone to take them to the transaction.

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