> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.bluenotary.us/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Test With A Friend- How To Send An Invitation

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

![In your dashboard, click "Test with Friends" under Additional Resources](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image-11-21-25-at-1017-am_1eaw0jx.jpeg)

# 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**.

![Fill in the top half of the form with appropriate info](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10185_1a9xfk3.png)

${youtube}[How to email Yourself in Test with a Friend](MNvL4jvHD6Q)

# 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.


![Choose the time, Upload a Pre-Tagged Document, or Upload your own](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10203_1a4rskh.png)

# 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”**

![This is a test reminder](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10222_1ayphy6.png)

#  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

![Your Meeting with Jane Doe](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10231_uuzez3.png)
${youtube}[How to Set up a Testing Session](3D-ckYMP-hQ)



# On the Signer Side

You will click the invitation in your email and come into your invite flow. Just click "Get Started" to proceed.
![Invitation Email](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10254_lzb0sc.png)

# 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.’

![Camera and Microphone Permission](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10290_1im6f3v.png)

# 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.**
![Entering Personal Details](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/screenshot-2025-11-21-at-10325_1xox9ls.png)

${youtube}[Complete your KBA Check](2lOYTnqjy5M)

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


For more resources check out the [BlueNotary Youtube](https://www.youtube.com/@BlueNotary) or the [BlueNotary Facebook Group](https://www.facebook.com/groups/bluenotary)