Create an EasyLink for Verify Transactions
To create a reusable EasyLink for Verify transactions in Proof, ensure your organization has Verify enabled, then navigate to Tools > EasyLinks, create a new EasyLink by selecting Verify, naming it, choosing verification types (credential analysis, selfie comparison, credit card verification), optionally add colleagues to receive completed documents, generate the EasyLink, and share it via URL, embedded button, or downloadable QR code to efficiently send Verify transactions to multiple recipients without manual creation.
The short answer: Create a reusable EasyLink for Verify transactions — set it up once and share via URL, QR code, or button embed.
Your organization must have Verify enabled to create EasyLinks for Verify transactions.
How It Works
Verify transactions can only be sent to one recipient at a time. Using an EasyLink, you can send that same transaction to as many recipients as you'd like without creating each one manually.
Keep track of how and where you share your EasyLinks so you know when to update or remove them if necessary.
1. Navigate to EasyLinks
Log in to your Proof account to complete the steps below.
- 1.Click Tools from the menu on the left.
- 2.Select EasyLinks from the Tools page menu.
- 3.Click the Create new EasyLink button in the upper right corner.
2. Configure the EasyLink
Configure your new Verify EasyLink by filling in the fields below.
- 1.Select Verify.
- 2.Type a name for your EasyLink.
- 3.Select the desired verification type(s) and check the Required box if desired:
- Credential analysis
- Selfie comparison
- Credit card verification
- 4.(Optional) Click + Add CC contacts and provide the required information if you'd like colleagues to receive the completed documents.
- 5.Click Generate EasyLink in the lower right corner.
3. Share the EasyLink
After generating the EasyLink, use the tools in the pop-up window to share it:
- Link — email it or add to your email signature, website, etc.
- Button — embed a button on your website
- QR code — download as .PNG or .SVG
Summary Checklist
- Confirm your organization has Verify enabled before creating this EasyLink type.
- Navigate to Tools > EasyLinks and click Create new EasyLink.
- Select Verify, name the link, and choose verification type(s).
- Click Generate EasyLink, then share via URL, button, or QR code.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
Deactivate or Activate Existing EasyLinks – Proof Help Center
The Proof Help Center guide explains how to deactivate EasyLinks to prevent new recipients from accessing them by selecting and confirming deactivation, and how to reactivate them from the Inactive tab to restore access using the original link URL without needing to reshare.
Your Active EasyLinks and Payment Settings
Organizations and Notary-Sourced Transaction Notaries (NSTs) can view a detailed summary of their active EasyLinks and their payment configurations—whether paid by the organization, recipients, or sponsors—by logging into their Proof account and navigating to Settings > Billing & Payment > Payer Settings, where the EasyLink payment summary is displayed, or contact support if no active EasyLinks appear.
Share Existing EasyLinks – Proof Help Center
The Proof Help Center explains how to share an existing EasyLink by logging into your account, navigating to Tools > EasyLinks, selecting the link to access sharing options, and then copying the URL, embedding a button, downloading a QR code as PNG or SVG for digital or printed use, or printing a branded PDF for Identify transactions, with support available if needed.
EasyLinks Capabilities
EasyLinks is a no-code tool that enables teams to quickly create and manage custom shortlinks for streamlined identity verification, document templating, signer uploads, and automated digital authorization workflows, with all completed transactions accessible within the Proof Business account to enhance security and efficiency.
Proof Business Pro Document Preparation FAQs
Proof Business Pro allows users to upload PDF documents under 30MB each (totaling up to 500MB per transaction), supports customer uploads via EasyLink workflows, enables document preparation and tagging with fillable fields including white-text tagging upon request, and permits replacing or merging documents during transaction creation while ensuring notarization validity by requiring full documents rather than just signature pages.
Create an EasyLink for Signers to Upload Documents
The content explains how to create a shareable EasyLink in Proof that allows signers to upload documents and initiate notarization, verification, or eSignature transactions by setting up the link once with customizable options like signature type, identity verification, signer limits, CC contacts, and payment responsibility, and then sharing it via URL, QR code, or print while following best practices to ensure proper use and management.