EasyLinks Overview – Proof Help Center
EasyLinks are customizable, shareable links that allow organizations to streamline frequent notarization or eSignature sessions by enabling recipients to directly access and complete transactions online—either through identity verification, template-based documents, or signer-uploaded documents—thereby saving time and reducing manual invites, with easy creation and management options available for businesses.
The short answer: EasyLinks are shareable links that send customers directly into a notarization or eSignature session — no manual invite required.
For Organizations
EasyLinks are designed for documents that follow the same format and go out frequently. Instead of sending transactions one by one, you can set up a link once and let customers jump straight into the process on their own — saving your team time and reducing manual effort.
You can customize each EasyLink with a name, payment designation, and document requirements, and update any of these settings whenever you need to.
When creating an EasyLink, you have three options to choose from:
- 1.Identify
- Verify the recipient's identity without any documents involved.
- 2.Template-Based
- Add one or more document templates to the transaction. Best when every recipient receives the same documents. Available to businesses only — not real estate organizations.
- 3.Signer Upload
- Let the signer upload their own documents to complete the transaction.
For Recipients
From a recipient's perspective, getting started is simple. They access the EasyLink using whatever method the organization shares — a direct link, a button on a website, or a QR code — and complete their eSignature or notarization entirely online.
EasyLink transactions come directly from the business the signer is working with. Manual transactions, on the other hand, are sent from Proof and are either branded as Proof or co-branded with the business.
Pro tip: Transactions not generated via EasyLink are emailed from noreply@proof.com.
Create and Manage EasyLinks
Ready to set one up? See the articles below for step-by-step instructions:
- Create an EasyLink for Identify Transactions
- Create an EasyLink for Verify Transactions
- Create an EasyLink Using a Template
- Create an EasyLink for Signers to Upload Documents
- Share Existing EasyLinks
- Edit Your Existing EasyLinks
- Deactivate or Activate Existing EasyLinks
- Print a QR Code for an Identify EasyLink
Summary Checklist
- EasyLinks automate the transaction workflow — no manual sending required.
- There are three EasyLink types: Identify, Template-based, and Signer upload.
- Template-based EasyLinks are available to businesses only — not real estate organizations.
- Transactions not sent via EasyLink come from noreply@proof.com.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
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.
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.
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.
Edit Your Existing EasyLinks
This guide instructs organizations and Notary-Sourced Transaction Notaries (NSTs) on how to edit existing EasyLinks in their Proof account by navigating to Tools > EasyLinks, using the edit option accessed via the three vertical dots, and then changing the EasyLink’s name, selecting a different document template, or updating the payment options before saving the changes.
Fill Out Documents Before a Meeting – Proof Help Center
The Proof Help Center explains that with the "Sign Ahead" feature, users can fill out text fields, checkboxes, radio buttons, and dates on non-notarized documents before meeting with a notary, but cannot complete fields or signatures on notarized documents until the meeting, and after completing all available pre-meeting fields, users select "Next document" to review others and then "Continue" to verify identity and join the notary meeting.
Edit API-Created EasyLink Settings – Proof Help Center
The Proof Help Center guide explains how organizations can edit API-created EasyLink settings—such as name, payer, signer annotation permissions, ID requirements, transaction details, and signer limits—by logging into their account, navigating to Settings > API Keys, and adjusting options like allow_signer_annotations, require_secondary_photo_ID, external_ID, transaction_type, transaction_name, transaction_doc_category, min_signers, and max_signers, with a maximum of ten devices allowed per meeting including at least one notary and one signer.