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.