This is a walkthrough for how to set up the “ Test with a Friend” feature.

This is perfect for notaries to get comfortable with the platform. It can also be used for potential clients to get a feel for what they can expect a typical signing to be without asking them to upload any personal information.

1 From the Blue Notary Dashboard, click "Test With A Friend”

2 Fill out the “signers” name and email address.

You can use a fake name here, the future authentication will take place using a pre-filled testing identity. Please note, you can not enter any real information as this is merely a sandbox test for getting familiar with the technology/program and not a real authentication.

3 Select the date and time or Notarize now, Upload your Document or Template

Leave everything else on this screen as is. Just scroll down to where you choose a date, time and time zone. You can experiment with authentication mode, type, and session type later.

4 Test Reminder

Lastly, you'll see a reminder that this is a test session. Click ok and the invitation to your test signing will be sent to your “signer”

5 From here it creates a session

Please note this is a session with a "Test Account Identity". Don't worry, your email still sent to the correct email

https://www.youtube.com/watch?v=vUKWF204UZY

On the Signer Side

You will click the invitation in your email and come into your invite flow

1 Add addition signers, witnesses, or documents

*Only if you need to!

2 Scroll Down and Click Next

Add any special notes, and click the "box" confirming nobody has signed this document

3 Click Meet the Notary

4 Complete your KBA Check

You will have 2 attempts with a 2 minute limit 4 out of 5 correct.

5. Follow along with your notary to Complete your Session!

For more resources check out the BlueNotary Youtube or the BlueNotary Facebook Group

Updated on: 06/07/2023