Create an EasyLink Using a Template
The guide explains how to create a reusable EasyLink in Proof by attaching a document template, setting signer limits, optionally enabling identity verification, adding CC contacts, and following best practices to manage and share the link effectively for multiple signers in eSign transactions.
The short answer: Create a reusable EasyLink using a document template — one link handles as many signers as you need.
Check out EasyLinks Overview for articles on other types of EasyLinks you can create and how to manage them.
What You Need
Before creating a template-based EasyLink, you need a document template to attach. If you don't have one yet, create a document template first.
Make sure the document requirements in the template are set up the way you want for this EasyLink.
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.
Best Practices
Follow these best practices to get the most out of template-based EasyLinks.
- Instruct your signers to use your specific link to ensure they have the intended experience and are connected with you or your in-house notaries, if applicable.
- Keep track of how and where you share your EasyLinks so you know when to update or remove them if necessary.
1. Create a Template-Based EasyLink
Log in to your Proof account to complete the steps below.
- 1.Click Tools from the menu on the left.
- If you don't see the menu, click the arrow towards the upper left corner to expand it.
- 2.Select EasyLinks from the Tools page menu.
- 3.Click the Create new EasyLink button.
- 4.Select Template-based.
- 5.Type a name for your EasyLink.
- 6.Select the desired template to use with this EasyLink from the list.
- 7.(Optional) Toggle the switch if you would like to turn on identity verification for your eSign transaction.
- 8.Use the dropdown menu to select the maximum number of signers for each transaction.
- 9.(Optional) Click + Add CC contacts and provide the required information if you'd like colleagues to receive the completed documents.
- 10.Select the radio button next to the desired option under Who will be paying for this transaction?
- The signer: The signer will be prompted for payment after the transaction is complete.
- My organization: Your account will be billed or charged according to your account settings.
- This selection overrides the payment setting at the account level each time this link is used.
- 11.Click Generate EasyLink.
- 12.Use the provided tools in the pop-up window to share the EasyLink:
- Link to email or add to your email signature, website, etc.
- Button to publish on your website
- QR code
Summary Checklist
- Have a document template ready before creating this EasyLink type.
- Navigate to Tools > EasyLinks and click Create new EasyLink, then select Template-based.
- Set max signers and payment option, then click Generate EasyLink.
- Share via URL, embedded button, or QR code — no need to recreate the link for each signer.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
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.
Product Spotlight: EasyLinks by Proof
EasyLinks by Proof is a no-code solution that enables businesses to create and share unique URLs for customers to self-serve transactions—such as notarize, sign, and identify—by accessing pre-tagged or uploadable documents, thereby streamlining workflows, reducing operational overhead, and enhancing customer experience without requiring developer resources.
Proof vs. The Competition: A Smarter, Safer eSign Alternative
Proof Sign distinguishes itself from typical eSign platforms by integrating identity-first security measures like government ID scans and biometric verification directly into a unified, scalable workflow that supports both standard and notarized signatures, offers proactive fraud detection through real-time behavioral monitoring, and enables rapid, branded deployment via EasyLinks—resulting in up to 40% cost savings and 50% faster closing times for enterprises.
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.
Document Upload and Preparation FAQs
The Document Upload and Preparation FAQs detail that documents must be uploaded as PDFs under 30MB each (totaling no more than 500MB), prohibit digital photos for clarity, allow customer uploads only via EasyLink workflows, enable users to prepare and tag documents with fillable fields or white-text tagging (available upon request), and permit replacing or merging documents during transaction creation while retaining existing signer and notary data.
Sign: Secure eSignatures
Proof's Sign is an eSignature platform that integrates identity verification directly into the signing process, offering customizable verification levels, automated compliance with over 4.5 million rules, native unification of identity and signing to reduce vendor complexity, control over signing order, stakeholder visibility without edit access, seamless API integration with existing systems, and upcoming cryptographically verified digital signatures for tamper-proof evidence.