EasyLinks overview

EasyLink is a tool that allows users to create, manage, and track custom links to seamlessly guide customers into a process, eliminating the need to send transactions manually. This allows organizations to automate their workflow and easily connect their customers to transactions in Proof.

For organizations

EasyLinks are great for documents that are prepared the same way and sent frequently. 

You can edit the name of each EasyLink, set the payment designation, and determine document requirements for each link. These can be edited at any time.

Options for EasyLinks

When you create an EasyLink, you have three options:

  1. Identify: Verify the recipient's identity without documents.
  2. Template-based: Create document templates and add one or more to the transaction. Use this option if all the documents are the same for all recipients. All visible documents added to the transaction are accessible by anyone with the link. This option is only available to businesses, not real estate organizations.
  3. Signer upload: Allow the signer to upload their own documents.

For recipients

Recipients and signers access the EasyLink using the method provided by the organization (link, button on the website, or QR code) to complete their eSignature or notarization online. 

One way to tell the difference between a manual transaction and an EasyLink transaction is that the EasyLink transaction comes directly from the business the signer is working with; a manual transaction is sent from Proof and is either branded as Proof or co-branded with the business.

Hint: Transactions that are not generated via EasyLink are emailed from noreply@proof.com.

Learn how to create and manage EasyLinks

To learn how to create and manage EasyLinks, check out the articles below:

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