Audience: Organizations
The short answer: Update the name, payer, and requirements for EasyLinks created via the Proof API from Settings > API Keys.
If you're looking to manage EasyLinks created through your account portal, check out EasyLinks Overview.
1. Edit an API-Generated EasyLink
Log in to your Proof account to complete the steps below.
- Click Settings from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select API Keys from the Settings menu.
- Click the gear icon next to the EasyLink you want to edit.
- Type a new name, change the payer, or update the default document type.
EasyLink Settings Reference
The following settings are available when editing an API-created EasyLink.
- allow_signer_annotations: Allow signers to add text to documents prior to the notarization meeting. This is the same as the "Signer Can Fill In Document" toggle — it can be switched here after the EasyLink is created.
- require_secondary_photo_ID: Turn this on only if the document being notarized requires the signer to present a secondary form of ID.
- external_ID: Ties a specific ID to the system for all transactions using this link. This optional field lets you enter any internal ID your company uses to organize transactions — it will appear in the transaction details under Send & manage.
- transaction_type: An optional field to enter a transaction type your company uses to organize transactions on the platform.
- transaction_name: If a name is entered here, transactions completed using this EasyLink will have that transaction name.
- transaction_doc_category: An optional field for a specific document type — used for Wills and Trusts.
- min_signers: Requires a minimum number of signers on the document.
- max_signers: Limits the maximum number of signers allowed on a document.
⚠️
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.
Summary Checklist
- Navigate to Settings > API Keys to find API-created EasyLinks.
- Click the gear icon next to the EasyLink to open its settings.
- Update name, payer, document type, and other optional fields as needed.
- Meeting limit is 10 total devices — plan your min/max signer settings accordingly.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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