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.
Audience: Organizations
Audience: Notary-Sourced Transaction Notaries (NSTs)
The short answer: See how many active EasyLinks are paid by your organization versus by recipients from Billing & Payment > Payer Settings.
How It Works
The EasyLink payment summary gives you a quick breakdown of your active EasyLinks and how each is configured for billing.
The EasyLink transaction paid by summary displayed on this page shows:
- Total active EasyLinks
- Number of EasyLinks paid by your organization
- Number of EasyLinks paid by the recipient
- Number of EasyLinks paid by a sponsor
1. View EasyLink Summary
- 1.Log in to your Proof account to complete the steps below.
- 2.Click Settings from the navigation panel on the left.
- 3.Select Billing & Payment from the Settings menu on the left.
- 4.Click Payer Settings from the tabs at the top.
If you don't see this box in your account, no EasyLinks are currently active.
Summary Checklist
- Navigate to Settings > Billing & Payment > Payer Settings.
- Review the EasyLink transaction paid by summary to see your active EasyLinks count.
- The summary breaks down links paid by organization, by recipient, and by sponsor.
- If the box doesn't appear, you have no active EasyLinks at this time.
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.
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.
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.
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.
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.