Help Centre

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

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

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

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

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).

Understand balances, request charges and how to top up 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.

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

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.

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

Understand the app, its main areas and the complete electronic signature workflow.

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

Start a draft and complete the guided preparation workflow.

Check every recipient journey, readiness result, credit cost and sender declaration.

Manage completed document copies and understand the retention period.

Check cloud sync status for Office documents and resolve documents waiting for cloud processing.