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 BlueNotary Dashboard, click "Test With Friends” under Additional Resources

2 Fill out the “signers” name and email address and Upload your Document or Template.

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.

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

On the Signer Side

You will click the invitation in your email and come into your invite flow. Just click "Get Started" to proceed.

1 Entering the Session

You need to click ‘Show Permission Pop-up,’ then allow the site to use your Camera and Microphone. Once that’s done, just click ‘Join Session.’

2 Complete your KBA Check

You will have 2 attempts with a 2 minute limit 4 out of 5 correct. Please note that Test with a Friend sessions have pre-selected answers, so the signer only needs to click through the verification section. Do not change any answers—simply click Next, Submit or OK.

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

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

Updated on: 21/11/2025