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Create & Share EasyLinks

Casey Birkholz
  • Updated

Overview

Learn to create & share EasyLinks to seamlessly and safely send signers to Proof! An EasyLink is a custom-generated link that helps you:

  • Automate your workflow without needing developer resources
  • Eliminate the need to manually send transactions
  • Offer on-demand customer support
⚠️ It's important to keep track of how and where you share your EasyLinks so you can manage, edit, and remove them as needed.
🎯Primary Audience: Proof for Business

Nice to Know

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

Documents provided - you provide the documents using a document template

Upload tagged templates for your signers; this feature is great for commonly used documents!  Review Tag Documents and Create a Business Transaction with Document Templates or Template Matching for additional information.

ℹ️ This method does not allow you to pre-fill documents with individual signer information because the links are not personalized to the signer. The key is to upload documents that can be used consistently by all signers receiving the link. You can add multiple documents to one EasyLink; they will all be accessible to your signers via one easily shared link!
❗Uploaded documents will be accessible by anyone with access to this EasyLink.
Signer upload - Lets the signer upload the documents

Suited for moderately tech-savvy clients, this option allows your signers to upload their own documents. Advise your signers to have their documents ready to upload before accessing the transaction!

💡 Templates uploaded by your signer may be eligible for auto-tagging!

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
    • 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.

Part 2 - Choose the type of EasyLink

Indicate the transaction type:

    • Identify: Recipients verify their identity without signing documents.
    • Template-based: You provide the documents using a template.
    • Signer upload: Signers upload their own documents.

Identify

For this option, no documents are needed.

Template-based

For this option, you 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 from the bottom right corner of the EasyLinks form.
  • Go to 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 from the bottom right corner of the EasyLinks form.
  • Go to Part 3

Part 3 - Share an EasyLink

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

💡 Meeting links do not expire! You can send a link several days in advance if needed.
  • 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.

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, email us at support@proof.com!

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.

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