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.
Here’s everything you need to know about EasyLinks. If you’ve explored automating business processes with an API integration but lack developer resources, EasyLinks offers a solution to manually tag documents without sacrificing speed and efficiency. This post explains how EasyLinks help teams do business faster and how to get started.
What is an EasyLink?
An EasyLink is Proof's no-code solution that lets your customers self-serve their own transactions. An EasyLink is a unique URL that businesses can share with customers to direct them to complete a transaction on the Proof platform. EasyLinks are simple to build, manage, and distribute across business channels, and can be embedded directly into customer experiences, websites, and emails.
In minutes, you can provide an on-demand solution that enhances your customer experience and reduces both the learning curve and operational overhead for your team.
How do EasyLinks streamline workflows?
EasyLinks are designed to eliminate redundant workflows by allowing customers to access a frequently used, pre-tagged document or upload their own documents. Each click of an EasyLink creates a new, unique transaction, and completed documents are available directly within your Proof Business account. Instead of creating a new transaction for each customer, you can create an EasyLink once and share it with signers in a convenient place. This allows customers to self-serve on their own time while freeing up your team's time.
EasyLinks are available for Notarize, Sign, and Identify transactions.
Which use cases are supported by EasyLinks?
Operationalizing forms can be complex, especially with multiple use cases and varying document requirements. Proof allows you to create as many EasyLinks as needed, each tailored to a specific use case with the appropriate document template.
You can manage multiple EasyLinks with ease: label them, edit document templates, update payment settings, and enable or disable them as needed.
With an intuitive user interface and flexibility to support all your use cases, EasyLinks enable set-and-forget workflows at scale, driving broad business impact.
How do EasyLinks create a seamless customer experience?
When sending a transaction manually from the Proof platform, customers receive an email invitation to complete their documents. However, this process can be cumbersome if customers don't monitor their inbox or prioritize your email. EasyLinks reduce friction by minimizing the number of clicks required, allowing customers to move quickly and efficiently, resulting in a more delightful experience. Satisfied customers are more likely to recommend your service.
EasyLinks support a variety of sharing mechanisms to meet customers where they are and when it's most convenient. You can share EasyLinks via email, within your app, in a PDF, embedded as a button, or via QR code.
Getting Started with EasyLinks
EasyLinks are designed to remove the manual burden of tagging and sending frequently used documents, allowing your team to focus on innovation and customer experience improvements. You can unlock this automation and scale today—without developer support. Visit the EasyLink setup guide to get started.
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.
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.
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.
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.
Notary Backgrounds Available Now
Proof has introduced customizable image backgrounds for notaries during remote calls on its platform to enhance professionalism and privacy, alongside launching conditional fields via API to enable dynamic document workflows for faster, more accurate signings.
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.