Help Centre

View a subscription, manage top-ups, licenses, package/storage, auto-renewal, renew now and cancel.

View, search and filter subscriptions, open a subscription, and use the advanced slide-in query builder for custom filters.

Purchase an application subscription for one of your businesses and proceed to secure Stripe payment.

Change the number of user licenses for an existing subscription and review prorated fees before saving.

Change the package/plan for an existing subscription, review prorated credits and charges, then save.

Purchase additional storage for an existing subscription and review the immediate net/VAT/total before saving.

Review renewal totals for a subscription and proceed to secure payment (including additional seats if applicable).

Stop an active request and understand the effect on recipients and credits.

View which users have access to applications and filter by Business, App and Subscription.

Invite an existing or new user to a business/app subscription and assign an application role.

View an invitation, accept or reject it, and understand common messages and errors.

Create a new business record for subscriptions, invoices, and app access. Includes required fields, logo upload, and troubleshooting.

View, search, sort, filter and download invoice PDFs for your subscriptions.

Select a candidate, pending referee and published form, optionally include candidate info, preview, and send a single reference request.

Understand balances, request charges and how to top up credits.

Resolve common access, document, field, credit, email and signing problems.

Manage your personal settings, security, 2FA, time zone, saved card, invitations and activity log.

Use dashboard totals, PAYG balance and navigation links to find work quickly.

Use the Working Papers dashboard to view file activity, storage use, cloud sync health and shortcuts to clients, cabinets and files.

Search and manage candidates, open details, add new candidates, and perform bulk actions such as activate, archive, and delete.

Add recipients, control signing order and check delivery details.

Add a referee manually for a candidate, including name, job title, contact details, relationship, and notes.

View and edit a candidate profile, link the candidate to an open job or add a new one, and update compliance and retention settings.

Understand draft, sent, partially signed, completed, declined and expired requests.

Create, edit, archive, activate and delete contact tags for a selected business. Changes apply immediately.

Guide recipients through consent, document review and field completion.

Manage completed document copies and understand the retention period.

Upload documents directly to the node they support, including PDF, images, text, HTML, archives and Microsoft Office files.

Validate the one-time code sent to your email to complete sign-in. Includes resend limits, errors, and troubleshooting.

Control access to signature requests, reusable content and settings.