Create & Share an EasyLink – Proof Help Center

Overview

Learn to create & share EasyLinks in the Proof Business Platform. EasyLinks allows you to seamlessly and safely navigate signers to Proof! It's a great way to automate your workflow without needing developer resources. Eliminate the need to manually send out transactions and offer on-demand customer support with EasyLink.

🎯Primary Audience: Proof for Business

Need to Know

Click to view a demo of EasyLink.

⚠️ EasyLink is a custom-generated link; it's important to keep track of where you have these posted so you can manage, edit, and remove them as needed.

Create & Share

Step 1

Create and access EasyLinks

Log in to your Proof account.
Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
Navigate to the EasyLinks dashboard (Send & manage > TOOLS > EasyLinks).
Click .

ℹ️ If no EasyLinks have been created, this button appears in the center of the EasyLinks dashboard. If you already set up EasyLinks, this button appears in the top right corner of the EasyLinks dashboard.

Select the EasyLink Type: Documents provided or Signer upload:

Documents provided - you provide the documents using a document template

Upload tagged templates for your signers. Great for commonly used documents!
Tagging Your Documents and Using Document Templates provide additional information on tagging documents with templates

ℹ️ You can add multiple documents; they will be accessible to the signer via EasyLink. This method does not allow you to pre-fill documents with individual signer information because the link is not personalized to the signer. The benefit of this method is to upload documents that can be used consistently by all signers receiving the link.

❗Uploaded documents will be accessible by anyone with access to this EasyLink.

Go to Step 2

Signer upload - Lets the signer upload the documents

Suited for moderately tech-savvy clients. Your signers upload the documents; they will need to be in possession of the documents prior to the notarization meeting.

💡 Templates uploaded by your signer may be able to be auto-tagged!

Go to Step 3

Step 2

Templated documents

Upload and tag a blank document template to use for EasyLinks. Select the document template, already pre-tagged, and configure name and payment settings to generate a new EasyLink:

Select a document template that already exists in your Templates dashboard. More on creating and managing templates.
Configure EasyLink settings:
1. Name the EasyLink
2. Select the payment method
Click from the bottom right corner of the EasyLink form.
Go to Step 4.

Step 3

Signer-initiated documents

Configure the settings for signer-initiated documents. This means signers will upload their own documents to your EasyLink:

easylink signer upload gif.gif

Type a name for your EasyLink (e.g., Power of Attorney).
Select the document authentication needed:
- Notarization
- Verification of fact
- eSign
Number of signers:
- One
- Two
Indicate who will be paying for the transaction:
- The signer
- My organization
Click from the bottom right corner of the EasyLinks form.
Go to Step 4.

Step 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.

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

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.

The End.

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!