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.
We have a video as well as a step-by-step visual guide:
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.
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.
From there you will scroll down. You have the choice to upload a document from your templates or upload a document from your files. After the file has been uploaded, click send invite.
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”
https://www.youtube.com/watch?v=vUKWF204UZY
For more resources check out the BlueNotary Youtube
Or the BlueNotary Facebook Group
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.
We have a video as well as a step-by-step visual guide:
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
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 Upload your Document or Template
From there you will scroll down. You have the choice to upload a document from your templates or upload a document from your files. After the file has been uploaded, click send invite.
5 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”
https://www.youtube.com/watch?v=vUKWF204UZY
For more resources check out the BlueNotary Youtube
Or the BlueNotary Facebook Group
Updated on: 22/05/2023
Thank you!