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Digital transformation

EasyLinks by Notarize: No-Code Automation for Seamless Scalability

Workflow efficiency just got a whole lot easier.
Varun Rana
April 18, 2023
7 mins

There’s nothing quite like a product that makes your life easier, and that’s always been our goal at Notarize: to build an experience that simplifies your business operations while offering a world-class customer experience. 

Even in the digital world we’re living in now, handling hundreds of documents can be an absolute nightmare. Perhaps you’ve explored automating this process with an API integration, but don’t have enough developer resources to support it. If you’ve been left in search of a solution to help you manually tag documents without having to sacrifice speed and efficiency, then this one’s for you:

Allow us to introduce you to EasyLinks by Notarize.

Here’s everything you need to know about EasyLinks, the ways in which they’ll allow your teams to do business faster, and how you can get started today.

What is an EasyLink?

An EasyLink is Notarize’s no-code solution that lets your customers self-serve their Notarize transactions. EasyLinks are simple to build, manage, and distribute across all of your business channels, and can be embedded directly into your 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.

To put things into perspective, Notarize currently partners with a Fortune 100 financial services firm which has seen great success in implementing EasyLinks. Today, they average >1,000 transactions per month. So, as we go, we'll explain the impact that our EasyLinks product has had on their business.

Example of a co-branded EasyLink landing page

How do EasyLinks streamline workflows?

Picture this: you have keys to your Notarize Business account and you’re ready to start sending forms – or maybe you’ve been using the Notarize platform for a while. You've taken our Notarize Academy training and feel comfortable with the platform, but don’t necessarily want to live on the platform. You’ve got no shortage of other responsibilities on your plate. You’re already saving time and money compared to mailing physical documents, but wouldn’t it be great to tag a document once and have it available to everyone who needs it – without lifting a finger?

EasyLinks are designed to eliminate your most redundant workflows by allowing your customers to either 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 Notarize Business account. Instead of spending tedious time creating a new transaction for each individual customer, you can create an EasyLink once, and share it with your signers in a convenient place. This allows customers to self-serve on their own time while also freeing up yours.

Case Study Result: Our Fortune 100 partner has seen a reduction in people involved in the document process from 8 to 1, which allows the company to reallocate its resources to high-touch, high-impact projects.

Stand up an EasyLink in minutes

Which use cases are supported by EasyLinks?

Each customer is different, and so are their use cases. Not every form works as a one-size-fits-all solution, and what’s required for one customer may not be required of another. 

There’s a lot of nuances to consider while operationalizing your forms, and the more use cases you have, the more difficult it can be to scale a manual operation. The subtle differences across customers and their document requirements can drive increases in errors and turnaround time, and the lack of predictability makes it hard to create predictable processes around it.

Thankfully, Notarize allows you to create as many EasyLinks as you want. You can create individual EasyLinks for each use case, each containing the appropriate document template for that use case. 

Additionally, you can manage multiple EasyLinks with...well, ease. You can label your EasyLinks, edit document templates, update payment settings, and disable/enable them as needed.

Easily manage multiple EasyLinks in your Notarize account

With an intuitive user interface and the flexibility to support all your use cases, EasyLinks allow your team to capitalize on set-and-forget workflows at scale while simultaneously driving broad business impact. 

Case Study Result: Our Fortune 100 partner uses EasyLinks for a single use case, but is actively exploring other use case opportunities across its other lines of business.

How do EasyLinks create a seamless customer experience?

When you send out a Notarize transaction manually, your customer will receive an email invitation to complete their documents. But, the path to completion isn’t always easy. It can be difficult to get customers to monitor their inbox and prioritize your email. Once your customer decides to take action, you want their journey to have as little friction as possible. Fewer clicks means customers can move quickly and efficiently, producing a more delightful experience. And, the happier customers they are with your service, the more likely they’ll recommend it to a friend. 

EasyLinks support a variety of sharing mechanisms to meet your customers where they are, and when it’s most convenient for them. Whether you want to share it via email, within your app, in a PDF, embedded as a button, or via QR code, we’ve got you covered. 

QR codes provided out-of-the-box for all your EasyLinks

Case Study Result: Our Fortune 100 partner previously shipped documents to its customers, who then had to go find an in-person notary on their own. Adopting Notarize has given this company greater oversight of the customer experience throughout the entire notarization process. To date, across tens of thousands of transactions, their customers have collectively given Notarize a 4.98 out of 5-star rating.

Getting Started with EasyLinks

EasyLinks are designed to remove the manual burden of tagging and sending your most frequently used documents, allowing your team to focus on continued innovation and improvements to the customer experience. You can unlock this automation and scale today – without developer support. 

If you haven’t already, choose the Notarize account that’s right for you. Then visit our EasyLink setup guide to get started.

learn more

Varun Rana
Senior Solutions Engineer

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